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| Plan Name | BRIAN A. LENSER, M. D. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | BRIAN A. LENSER, M.D. |
| Employer identification number (EIN): | 770581543 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | BRIAN LENSER | 2023-09-18 | ||
| 002 | 2021-01-01 | BRIAN LENSER | 2022-10-13 | ||
| 002 | 2020-01-01 | BRIAN LENSER | 2021-09-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BRIAN A. LENSER, M. D. CASH BALANCE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-20 | 0 |
| Net assets as of the end of the plan year | 2025-08-20 | 1406276 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 913726 |
| Other income to plan in this plan year | 2025-08-20 | 212550 |
| Plan net income in this plan year | 2025-08-20 | 492550 |
| Net assets as of the end of the plan year | 2025-08-20 | 1406276 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 913726 |
| Employer contributions to plan in this plan year | 2025-08-20 | 280000 |
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