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DAVID W. SIMONSEN, DDS PENSION PLAN 401k Plan overview

Plan NameDAVID W. SIMONSEN, DDS PENSION PLAN
Plan identification number 001

DAVID W. SIMONSEN, DDS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

DAVID W. SIMONSEN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. SIMONSEN, D.D.S.
Employer identification number (EIN):770436804
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. SIMONSEN, DDS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DAVID W. SIMONSEN2022-09-17
0012020-01-01DAVID W. SIMONSEN2021-10-01
0012019-01-01DAVID W. SIMONSEN2020-10-08
0012018-01-01DAVID W. SIMONSEN2019-10-10
0012017-01-01DAVID W. SIMONSEN2018-07-08
0012016-01-01DAVID W. SIMONSEN2017-06-23
0012015-01-01DAVID W. SIMONSEN2016-07-03
0012014-01-01DAVID W. SIMONSEN2015-07-22
0012013-01-01DAVID W. SIMONSEN2014-07-27
0012012-01-01DAVID SIMONSEN2013-08-19
0012011-01-01DAVID SIMONSEN2012-09-02
0012010-01-01DAVID SIMONSEN2011-07-27

Financial Data on DAVID W. SIMONSEN, DDS PENSION PLAN

Measure Date Value
2022 : DAVID W. SIMONSEN, DDS PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-170
Total liabilities as of the end of the plan year2022-09-170
Total liabilities as of the beginning of the plan year2022-09-170
Total expenses incurred by plan in this plan year2022-09-178874
Net assets as of the end of the plan year2022-09-172448074
Total assets as of the beginning of the plan year2022-09-172135685
Value of plan covered by a fidelity bond2022-09-17270000
Participant contributions to plan in this plan year2022-09-170
Other expenses paid from plan in this plan year2022-09-178874
Other contributions to plan in this plan year2022-09-170
Other income to plan in this plan year2022-09-17153796
Plan net income in this plan year2022-09-17312389
Net assets as of the end of the plan year2022-09-172448074
Net assets as of the beginning of the plan year2022-09-172135685
Employer contributions to plan in this plan year2022-09-17167467
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-170

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