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ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan NameANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number 002

ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDREW J WAHL DDS PA has sponsored the creation of one or more 401k plans.

Company Name:ANDREW J WAHL DDS PA
Employer identification number (EIN):861161958
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST

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
0022019-01-01
0022018-01-01
0022017-01-01ANDREW J. WAHL, D.D.S.2018-07-02
0022016-01-01

Financial Data on ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2025 : ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1312314
Net assets as of the end of the plan year2025-10-131222673
Total assets as of the beginning of the plan year2025-10-131078345
Value of plan covered by a fidelity bond2025-10-13420000
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1381642
Plan net income in this plan year2025-10-13144328
Net assets as of the end of the plan year2025-10-131222673
Net assets as of the beginning of the plan year2025-10-131078345
Employer contributions to plan in this plan year2025-10-1375000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-137061
2024 : ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1413975
Net assets as of the end of the plan year2024-10-141078345
Total assets as of the beginning of the plan year2024-10-14842586
Value of plan covered by a fidelity bond2024-10-14420000
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14119734
Plan net income in this plan year2024-10-14235759
Net assets as of the end of the plan year2024-10-141078345
Net assets as of the beginning of the plan year2024-10-14842586
Employer contributions to plan in this plan year2024-10-14130000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-145460

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