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MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameMID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN
Plan identification number 001

MID VALLEY DENTAL CARE - NORTHRIDGE 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

MID VALLEY DENTAL CARE - NORTHRIDGE has sponsored the creation of one or more 401k plans.

Company Name:MID VALLEY DENTAL CARE - NORTHRIDGE
Employer identification number (EIN):954219569
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012023-01-01
0012023-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012022-01-01DAVID A. PECKHAM, FOR SBPC, INC.2023-10-16
0012021-01-01DAVID A. PECKHAM, FOR SBPC, INC.2022-10-17

Financial Data on MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN

Measure Date Value
2023 : MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$227,229
Expenses. Total of all expenses incurred2023-12-31$660
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$730,224
Total plan assets at beginning of year2023-12-31$503,655
Total contributions received or receivable from participants2023-12-31$0
Assets. Value of loans (other than to participants)2023-12-31$193,791
Expenses. Other expenses not covered elsewhere2023-12-31$660
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$54,178
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$226,569
Net plan assets at end of year (total assets less liabilities)2023-12-31$730,224
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$503,655
Total contributions received or receivable from employer(s)2023-12-31$173,051
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0

Form 5500 Responses for MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN

2023: MID VALLEY DENTAL CARE - NORTHRIDGE CASH BALANCE PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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