| Plan Name | JAMES P. GERTKEN, D.D.S., P.A. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES P. GERTKEN, D.D.S., P.A. |
| Employer identification number (EIN): | 480861009 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2021-01-01 | JAMES P. GERTKEN DDS PA | 2022-04-27 | ||
| 002 | 2020-01-01 | JAMES P. GERTKEN DDS PA | 2021-06-11 | ||
| 002 | 2019-01-01 | JAMES P. GERTKEN DDS PA | 2020-09-15 | ||
| 002 | 2018-01-01 | JAMES P. GERTKEN DDS PA | 2019-10-07 | ||
| 002 | 2017-01-01 | JAMES P. GERTKEN DDS PA | 2018-02-15 | ||
| 002 | 2016-01-01 | JAMES P. GERTKEN DDS PA | 2017-09-18 | ||
| 002 | 2015-01-01 | JAMES P. GERTKEN DDS PA | 2016-09-21 | ||
| 002 | 2014-01-01 | JAMES P. GERTKEN DDS PA | 2015-09-22 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES P. GERTKEN, D.D.S., P.A. CASH BALANCE PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-27 | 325746 |
| Net assets as of the end of the plan year | 2022-04-27 | 0 |
| Total assets as of the beginning of the plan year | 2022-04-27 | 309316 |
| Value of plan covered by a fidelity bond | 2022-04-27 | 30932 |
| Other income to plan in this plan year | 2022-04-27 | 16430 |
| Plan net income in this plan year | 2022-04-27 | -309316 |
| Net assets as of the end of the plan year | 2022-04-27 | 0 |
| Net assets as of the beginning of the plan year | 2022-04-27 | 309316 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-27 | 3094 |