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| Plan Name | MICHAEL S. SIMMONS, DMD CASH BALANCE PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | MICHAEL S. SIMMONS |
| Employer identification number (EIN): | 954330951 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ||||
| 003 | 2022-01-01 | ||||
| 003 | 2021-01-01 | ||||
| 003 | 2020-01-01 | ||||
| 003 | 2019-01-01 | ||||
| 003 | 2018-01-01 | ||||
| 003 | 2017-01-01 | ||||
| 003 | 2016-01-01 | ||||
| 003 | 2015-01-01 | MICHAEL SIMMONS | 2016-10-03 | ||
| 003 | 2014-01-01 | MICHAEL SIMMONS | 2015-09-26 | ||
| 003 | 2013-01-01 | MICHAEL SIMMONS | 2014-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2024 : MICHAEL S. SIMMONS, DMD CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-24 | 46500 |
| Total expenses incurred by plan in this plan year | 2024-09-24 | 0 |
| Net assets as of the end of the plan year | 2024-09-24 | 1568490 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 1275671 |
| Participant contributions to plan in this plan year | 2024-09-24 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 180179 |
| Plan net income in this plan year | 2024-09-24 | 339319 |
| Net assets as of the end of the plan year | 2024-09-24 | 1568490 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 1229171 |
| Employer contributions to plan in this plan year | 2024-09-24 | 159140 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 0 |
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