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| Plan Name | JOEL R. BENK, DDS, PC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | JOEL R. BENK, DDS, PC |
| Employer identification number (EIN): | 582194607 |
| 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 | 2015-01-01 | DEBBIE BENK | 2016-06-26 | ||
| 002 | 2014-01-01 | DEBBIE BENK | 2015-06-28 | ||
| 002 | 2013-01-01 | JOEL R. BENK | |||
| 002 | 2012-01-01 | JOEL R. BENK |
| Measure | Date | Value |
|---|---|---|
| 2013: JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 19 |
| Total participants | 2012-01-01 | 19 |
| Measure | Date | Value |
|---|---|---|
| 2013 : JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $195,630 |
| Total plan assets at end of year | 2013-12-31 | $343,650 |
| Total plan assets at beginning of year | 2013-12-31 | $148,020 |
| Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
| Other income received | 2013-12-31 | $70,871 |
| Net income (gross income less expenses) | 2013-12-31 | $195,630 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $343,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $148,020 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $124,759 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $148,020 |
| Total plan assets at end of year | 2012-12-31 | $148,020 |
| Other income received | 2012-12-31 | $1,379 |
| Net income (gross income less expenses) | 2012-12-31 | $148,020 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $148,020 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $146,641 |
| 2013: JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOEL R. BENK, DDS, PC CASH BALANCE PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
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