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AUSTIN & REID, DDS CASH BALANCE PLAN 401k Plan overview

Plan NameAUSTIN & REID, DDS CASH BALANCE PLAN
Plan identification number 002

AUSTIN & REID, DDS CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AUSTIN & REID, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:AUSTIN & REID, DDS, PLLC
Employer identification number (EIN):814534590
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUSTIN & REID, DDS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN AUSTIN DDS2024-06-14 JOHN AUSTIN DDS2024-06-14
0022022-01-01JOHN AUSTIN DDS2023-06-29 JOHN AUSTIN DDS2023-06-26
0022021-01-01JOHN AUSTIN DDS2022-10-18 JOHN AUSTIN DDS2022-10-18
0022020-01-01JOHN AUSTIN, DDS2021-10-12
0022019-01-01JOHN AUSTIN, DDS2020-10-14 JOHN AUSTIN, DDS2020-10-14
0022018-01-01JOHN AUSTIN, DDS2019-10-09 JOHN AUSTIN, DDS2019-10-09
0022017-01-01JOHN AUSTIN, DDS2018-10-08

Financial Data on AUSTIN & REID, DDS CASH BALANCE PLAN

Measure Date Value
2025 : AUSTIN & REID, DDS CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-108740
Net assets as of the end of the plan year2025-07-101605214
Total assets as of the beginning of the plan year2025-07-101408661
Value of plan covered by a fidelity bond2025-07-10140867
Participant contributions to plan in this plan year2025-07-100
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10100293
Plan net income in this plan year2025-07-10196553
Net assets as of the end of the plan year2025-07-101605214
Net assets as of the beginning of the plan year2025-07-101408661
Employer contributions to plan in this plan year2025-07-10105000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-100
2024 : AUSTIN & REID, DDS CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-106023
Net assets as of the end of the plan year2024-07-101408661
Total assets as of the beginning of the plan year2024-07-101152085
Value of plan covered by a fidelity bond2024-07-10115209
Participant contributions to plan in this plan year2024-07-100
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-1093970
Plan net income in this plan year2024-07-10256576
Net assets as of the end of the plan year2024-07-101408661
Net assets as of the beginning of the plan year2024-07-101152085
Employer contributions to plan in this plan year2024-07-10168629
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100
2022 : AUSTIN & REID, DDS CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-180
Total expenses incurred by plan in this plan year2022-10-185246
Net assets as of the end of the plan year2022-10-181071609
Total assets as of the beginning of the plan year2022-10-18853072
Value of plan covered by a fidelity bond2022-10-1890000
Other income to plan in this plan year2022-10-1870146
Plan net income in this plan year2022-10-18218537
Net assets as of the end of the plan year2022-10-181071609
Net assets as of the beginning of the plan year2022-10-18853072
Employer contributions to plan in this plan year2022-10-18153637
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-185

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