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ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 002

ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER KATSNELSON, DMD has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER KATSNELSON, DMD
Employer identification number (EIN):273259363
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01

Plan Statistics for ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025: ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-104
Total number of particpants at end of year2025-10-104
2024: ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-103
Total number of particpants at end of year2024-10-103

Financial Data on ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025 : ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-106068
Net assets as of the end of the plan year2025-10-10875206
Total assets as of the beginning of the plan year2025-10-10643266
Value of plan covered by a fidelity bond2025-10-1088000
Other income to plan in this plan year2025-10-10106577
Plan net income in this plan year2025-10-10231940
Net assets as of the end of the plan year2025-10-10875206
Net assets as of the beginning of the plan year2025-10-10643266
Employer contributions to plan in this plan year2025-10-10131431
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-106068
2024 : ALEXANDER KATSNELSON, DMD CASH BALANCE PENSION PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-103393
Net assets as of the end of the plan year2024-10-10643266
Total assets as of the beginning of the plan year2024-10-10466785
Value of plan covered by a fidelity bond2024-10-1065000
Other expenses paid from plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10123313
Plan net income in this plan year2024-10-10176481
Net assets as of the end of the plan year2024-10-10643266
Net assets as of the beginning of the plan year2024-10-10466785
Employer contributions to plan in this plan year2024-10-1056561
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-103393

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