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KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameKIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN
Plan identification number 002

KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN 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).
  • 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

KIMBERLY CARLYLE-CLARK, DDS, MS, PA has sponsored the creation of one or more 401k plans.

Company Name:KIMBERLY CARLYLE-CLARK, DDS, MS, PA
Employer identification number (EIN):201382496
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIMBERLY CARLYLE-CLARK2024-05-13
0022022-01-01KIMBERLY CARLYLE-CLARK2023-05-12
0022021-01-01KIMBERLY CARLYLE-CLARK2022-04-15
0022020-01-01KIMBERLY CARLYLE-CLARK2021-06-08
0022019-01-01KIMBERLY CARLYLE-CLARK2020-05-21
0022018-01-01KIMBERLY CARLYLE-CLARK2019-04-23

Financial Data on KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN

Measure Date Value
2025 : KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-200
Total liabilities as of the end of the plan year2025-08-200
Total liabilities as of the beginning of the plan year2025-08-200
Total expenses incurred by plan in this plan year2025-08-205500
Net assets as of the end of the plan year2025-08-201152900
Total assets as of the beginning of the plan year2025-08-201054168
Value of plan covered by a fidelity bond2025-08-20385000
Participant contributions to plan in this plan year2025-08-200
Other expenses paid from plan in this plan year2025-08-200
Other contributions to plan in this plan year2025-08-200
Other income to plan in this plan year2025-08-2057232
Plan net income in this plan year2025-08-2098732
Net assets as of the end of the plan year2025-08-201152900
Net assets as of the beginning of the plan year2025-08-201054168
Employer contributions to plan in this plan year2025-08-2047000
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2039
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-295500
Net assets as of the end of the plan year2025-07-291152900
Total assets as of the beginning of the plan year2025-07-291054168
Value of plan covered by a fidelity bond2025-07-29385000
Participant contributions to plan in this plan year2025-07-290
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2957232
Plan net income in this plan year2025-07-2998732
Net assets as of the end of the plan year2025-07-291152900
Net assets as of the beginning of the plan year2025-07-291054168
Employer contributions to plan in this plan year2025-07-2947000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2939
2024 : KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-1330
Net assets as of the end of the plan year2024-05-131054168
Total assets as of the beginning of the plan year2024-05-13858157
Value of plan covered by a fidelity bond2024-05-13385000
Participant contributions to plan in this plan year2024-05-130
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1351041
Plan net income in this plan year2024-05-13196011
Net assets as of the end of the plan year2024-05-131054168
Net assets as of the beginning of the plan year2024-05-13858157
Employer contributions to plan in this plan year2024-05-13145000
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1330
2022 : KIMBERLY CARLYLE-CLARK, D.D.S., M.S., P.A. CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-150
Total liabilities as of the beginning of the plan year2022-04-150
Total expenses incurred by plan in this plan year2022-04-150
Net assets as of the end of the plan year2022-04-15668034
Total assets as of the beginning of the plan year2022-04-15523773
Value of plan covered by a fidelity bond2022-04-15385000
Participant contributions to plan in this plan year2022-04-150
Other expenses paid from plan in this plan year2022-04-150
Other contributions to plan in this plan year2022-04-150
Other income to plan in this plan year2022-04-154261
Plan net income in this plan year2022-04-15144261
Net assets as of the end of the plan year2022-04-15668034
Net assets as of the beginning of the plan year2022-04-15523773
Employer contributions to plan in this plan year2022-04-15140000
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-150

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