401k Plan data: RANDALL D. J. YEE, D.D.S., M.S.D., INC. CASH BALANCE PENSION PLAN plan

RANDALL D. J. YEE, D.D.S., M.S.D., INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	RANDALL D. J. YEE, D.D.S., M.S.D., INC. CASH BALANCE PENSION PLAN
Plan identification number	002

RANDALL D. J. YEE, D.D.S., M.S.D., INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

RANDALL D. J. YEE, D.D.S., M.S.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: RANDALL D. J. YEE, D.D.S., M.S.D., INC.

Employer identification number (EIN): 990225086

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RANDALL D. J. YEE, D.D.S., M.S.D., INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 RANDALL D.J. YEE 2020-10-31
002 2019-01-01 RANDALL D. J. YEE 2020-07-25 RANDALL D. J. YEE 2020-07-24
002 2018-01-01 RANDALL D. J. YEE 2019-07-24
002 2017-01-01 RANDALL D. J. YEE 2018-09-12
002 2016-01-01 RANDALL D. J. YEE 2017-09-01 RANDALL D. J.YEE 2017-09-01
002 2016-01-01 RANDALL D. J. YEE 2017-07-26 RANDALL D. J.YEE 2017-07-26
002 2015-01-01 RANDALL D. J. YEE 2016-07-16 RANDALL D. J.YEE 2016-07-16
002 2014-01-01 RANDALL D. J. YEE 2015-09-10 RANDALL D. J.YEE 2015-09-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	RANDALL D.J. YEE	2020-10-31
002	2019-01-01	RANDALL D. J. YEE	2020-07-25	RANDALL D. J. YEE	2020-07-24
002	2018-01-01	RANDALL D. J. YEE	2019-07-24
002	2017-01-01	RANDALL D. J. YEE	2018-09-12
002	2016-01-01	RANDALL D. J. YEE	2017-09-01	RANDALL D. J.YEE	2017-09-01
002	2016-01-01	RANDALL D. J. YEE	2017-07-26	RANDALL D. J.YEE	2017-07-26
002	2015-01-01	RANDALL D. J. YEE	2016-07-16	RANDALL D. J.YEE	2016-07-16
002	2014-01-01	RANDALL D. J. YEE	2015-09-10	RANDALL D. J.YEE	2015-09-10

Potentially related plans

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Company Name:	RANDALL D. J. YEE, D.D.S., M.S.D., INC.
Employer identification number (EIN):	990225086
NAIC Classification:	621210
NAIC Description:	Offices of Dentists