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WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameWESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN
Plan identification number 002

WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).
  • 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

WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC.
Employer identification number (EIN):820647064
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01

Financial Data on WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3013049
Net assets as of the end of the plan year2025-07-301036816
Total assets as of the beginning of the plan year2025-07-30706782
Value of plan covered by a fidelity bond2025-07-30200000
Other income to plan in this plan year2025-07-3039286
Plan net income in this plan year2025-07-30330034
Net assets as of the end of the plan year2025-07-301036816
Net assets as of the beginning of the plan year2025-07-30706782
Employer contributions to plan in this plan year2025-07-30303797
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3013049
2024 : WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-195515
Net assets as of the end of the plan year2024-09-19706782
Total assets as of the beginning of the plan year2024-09-19431385
Value of plan covered by a fidelity bond2024-09-19200000
Other income to plan in this plan year2024-09-1925096
Plan net income in this plan year2024-09-19275397
Net assets as of the end of the plan year2024-09-19706782
Net assets as of the beginning of the plan year2024-09-19431385
Employer contributions to plan in this plan year2024-09-19255816
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-195515
2022 : WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-14564
Net assets as of the end of the plan year2022-10-14284268
Total assets as of the beginning of the plan year2022-10-14141845
Value of plan covered by a fidelity bond2022-10-14200000
Other income to plan in this plan year2022-10-14-4896
Plan net income in this plan year2022-10-14142423
Net assets as of the end of the plan year2022-10-14284268
Net assets as of the beginning of the plan year2022-10-14141845
Employer contributions to plan in this plan year2022-10-14147883
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-14564

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