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ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN
Plan identification number 002

ALEX M. GREENBERG DDS PC 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).

401k Sponsoring company profile

ALEX M. GREENBERG , DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:ALEX M. GREENBERG , DDS, PC
Employer identification number (EIN):010595260
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALEX GREENBERG2024-10-13
0022022-01-01ALEX GREENBERG2023-10-09
0022021-01-01ALEX GREENBERG2022-10-12
0022020-01-01ALEX GREENBERG2021-10-12
0022019-01-01ALEX GREENBERG2020-10-12

Financial Data on ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN

Measure Date Value
2025 : ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-103984
Net assets as of the end of the plan year2025-10-10337216
Total assets as of the beginning of the plan year2025-10-10287124
Value of plan covered by a fidelity bond2025-10-1020000
Other income to plan in this plan year2025-10-10-7924
Plan net income in this plan year2025-10-1050092
Net assets as of the end of the plan year2025-10-10337216
Net assets as of the beginning of the plan year2025-10-10287124
Employer contributions to plan in this plan year2025-10-1062000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-103984
2024 : ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-132433
Net assets as of the end of the plan year2024-10-13287124
Total assets as of the beginning of the plan year2024-10-13201949
Value of plan covered by a fidelity bond2024-10-1320000
Other income to plan in this plan year2024-10-1328608
Plan net income in this plan year2024-10-1385175
Net assets as of the end of the plan year2024-10-13287124
Net assets as of the beginning of the plan year2024-10-13201949
Employer contributions to plan in this plan year2024-10-1359000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-132433
2022 : ALEX M. GREENBERG DDS PC CASH BALANCE PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-12790
Net assets as of the end of the plan year2022-10-12147650
Total assets as of the beginning of the plan year2022-10-12116913
Value of plan covered by a fidelity bond2022-10-1220000
Other income to plan in this plan year2022-10-12-38473
Plan net income in this plan year2022-10-1230737
Net assets as of the end of the plan year2022-10-12147650
Net assets as of the beginning of the plan year2022-10-12116913
Employer contributions to plan in this plan year2022-10-1270000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12790

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