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EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan NameEL PASO PERIO CASH BALANCE PENSION PLAN & TRUST
Plan identification number 002

EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST 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).
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EL PASO PERIO has sponsored the creation of one or more 401k plans.

Company Name:EL PASO PERIO
Employer identification number (EIN):812555505
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRUCE GOPIN2024-10-09
0022022-01-01BRUCE GOPIN2023-06-02 BRUCE GOPIN2023-06-02
0022021-01-01BRUCE GOPIN2022-10-07 BRUCE GOPIN2022-10-07
0022020-01-01BRUCE GOPIN2021-10-12 BRUCE GOPIN2021-10-12
0022018-01-01BRUCE GOPIN2022-11-12 BRUCE GOPIN2022-11-12
0022017-01-01BRUCE GOPIN2022-11-12 BRUCE GOPIN2022-11-12

Financial Data on EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2024 : EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10131781
Net assets as of the end of the plan year2024-10-104192856
Total assets as of the beginning of the plan year2024-10-103739996
Value of plan covered by a fidelity bond2024-10-10374000
Participant contributions to plan in this plan year2024-10-100
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10584641
Plan net income in this plan year2024-10-10452860
Net assets as of the end of the plan year2024-10-104192856
Net assets as of the beginning of the plan year2024-10-103739996
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-107411
2022 : EL PASO PERIO CASH BALANCE PENSION PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0833630
Net assets as of the end of the plan year2022-10-084356262
Total assets as of the beginning of the plan year2022-10-083655079
Value of plan covered by a fidelity bond2022-10-08365508
Participant contributions to plan in this plan year2022-10-080
Other expenses paid from plan in this plan year2022-10-0833630
Other income to plan in this plan year2022-10-08734813
Plan net income in this plan year2022-10-08701183
Net assets as of the end of the plan year2022-10-084356262
Net assets as of the beginning of the plan year2022-10-083655079
Employer contributions to plan in this plan year2022-10-080
Fees paid to broker by Benefit Provider2022-10-0833630
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-080

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