401k Plan data: PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. CASH BALANCE PENSION PLAN plan

PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. CASH BALANCE PENSION PLAN
Plan identification number	003

PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD.

Employer identification number (EIN): 363200073

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 ALAN L. ROSENFELD, D.D.S. 2013-10-02
003 2011-01-01 ALAN L. ROSENFELD, D.D.S. 2012-10-09 ALAN L. ROSENFELD, D.D.S. 2012-10-09
003 2010-01-01 ALAN L. ROSENFELD, D.D.S. 2011-10-17 ALAN L. ROSENFELD, D.D.S. 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	ALAN L. ROSENFELD, D.D.S.	2013-10-02
003	2011-01-01	ALAN L. ROSENFELD, D.D.S.	2012-10-09	ALAN L. ROSENFELD, D.D.S.	2012-10-09
003	2010-01-01	ALAN L. ROSENFELD, D.D.S.	2011-10-17	ALAN L. ROSENFELD, D.D.S.	2011-10-17

Potentially related plans

PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN [EIN = 814494033]

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Company Name:	PERIODONTAL MEDICINE & SURGICAL SPECIALISTS, LTD.
Employer identification number (EIN):	363200073
NAIC Classification:	621210
NAIC Description:	Offices of Dentists