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| Plan Name | ALEXANDER MILNE, D.D.S. , PLLC CASH BALANCE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | ALEXANDER MILNE, DDS, PLLC |
| Employer identification number (EIN): | 450497465 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about ALEXANDER MILNE, DDS, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2006-04-14 |
| Company Identification Number: | 3348716 |
| Legal Registered Office Address: |
31 QUARRY STREET Ulster KINGSTON United States of America (USA) 12401 |
More information about ALEXANDER MILNE, DDS, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ALEXANDER MILNE | 2024-07-20 | ALEXANDER MILNE | 2024-07-20 |
| 002 | 2022-01-01 | ALEXANDER MILNE | 2023-07-27 | ALEXANDER MILNE | 2023-07-27 |
| 002 | 2021-01-01 | ALEXANDER MILNE | 2022-05-11 | ALEXANDER MILNE | 2022-05-11 |
| 002 | 2020-01-01 | ALEXANDER MILNE | 2021-09-02 | ALEXANDER MILNE | 2021-09-02 |
| 002 | 2020-01-01 | ALEXANDER MILNE | 2021-11-23 | ALEXANDER MILNE | 2021-11-23 |
| 002 | 2019-01-01 | ALEXANDER MILNE | 2020-09-10 | ALEXANDER MILNE | 2020-09-10 |
| 002 | 2018-01-01 | ALEXANDER MILNE | 2019-05-03 | ALEXANDER MILNE | 2019-05-03 |
| 002 | 2017-01-01 | ALEXANDER MILNE | 2018-07-04 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ALEXANDER MILNE, D.D.S. , PLLC CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-27 | 7100 |
| Net assets as of the end of the plan year | 2025-06-27 | 2271992 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 1791491 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 25000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-27 | 0 |
| Other contributions to plan in this plan year | 2025-06-27 | 0 |
| Other income to plan in this plan year | 2025-06-27 | 237601 |
| Plan net income in this plan year | 2025-06-27 | 480501 |
| Net assets as of the end of the plan year | 2025-06-27 | 2271992 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 1791491 |
| Employer contributions to plan in this plan year | 2025-06-27 | 250000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 7100 |
| 2024 : ALEXANDER MILNE, D.D.S. , PLLC CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-20 | 7100 |
| Net assets as of the end of the plan year | 2024-07-20 | 1791491 |
| Total assets as of the beginning of the plan year | 2024-07-20 | 1271823 |
| Value of plan covered by a fidelity bond | 2024-07-20 | 25000 |
| Participant contributions to plan in this plan year | 2024-07-20 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-20 | 0 |
| Other contributions to plan in this plan year | 2024-07-20 | 0 |
| Other income to plan in this plan year | 2024-07-20 | 276768 |
| Plan net income in this plan year | 2024-07-20 | 519668 |
| Net assets as of the end of the plan year | 2024-07-20 | 1791491 |
| Net assets as of the beginning of the plan year | 2024-07-20 | 1271823 |
| Employer contributions to plan in this plan year | 2024-07-20 | 250000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-20 | 7100 |
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