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PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN 401k Plan overview

Plan NamePERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN
Plan identification number 002

PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

PERSHING ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PERSHING ORTHODONTICS, P.C.
Employer identification number (EIN):204508463
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01MATTHEW PERSHING2016-06-06

Financial Data on PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN

Measure Date Value
2025 : PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-028229
Net assets as of the end of the plan year2025-10-021234173
Total assets as of the beginning of the plan year2025-10-021080166
Other income to plan in this plan year2025-10-0276874
Plan net income in this plan year2025-10-02154007
Net assets as of the end of the plan year2025-10-021234173
Net assets as of the beginning of the plan year2025-10-021080166
Employer contributions to plan in this plan year2025-10-0285362
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-028229
2024 : PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-130
Total liabilities as of the end of the plan year2024-10-130
Total liabilities as of the beginning of the plan year2024-10-130
Total expenses incurred by plan in this plan year2024-10-136723
Net assets as of the end of the plan year2024-10-131080166
Total assets as of the beginning of the plan year2024-10-13903105
Participant contributions to plan in this plan year2024-10-130
Other expenses paid from plan in this plan year2024-10-130
Other contributions to plan in this plan year2024-10-130
Other income to plan in this plan year2024-10-1383784
Plan net income in this plan year2024-10-13177061
Net assets as of the end of the plan year2024-10-131080166
Net assets as of the beginning of the plan year2024-10-13903105
Employer contributions to plan in this plan year2024-10-13100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-136723
2022 : PERSHING ORTHODONTICS, P. C. CASH BALANCE PLAN BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-060
Total liabilities as of the end of the plan year2022-10-060
Total liabilities as of the beginning of the plan year2022-10-060
Total expenses incurred by plan in this plan year2022-10-060
Net assets as of the end of the plan year2022-10-06724295
Total assets as of the beginning of the plan year2022-10-06591024
Participant contributions to plan in this plan year2022-10-060
Other expenses paid from plan in this plan year2022-10-060
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-0620189
Plan net income in this plan year2022-10-06133271
Net assets as of the end of the plan year2022-10-06724295
Net assets as of the beginning of the plan year2022-10-06591024
Employer contributions to plan in this plan year2022-10-06113082
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-060

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