401k Plan data: FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN plan

FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN
Plan identification number	004

FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

FORSTER, DAVIS, & ROBERTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: FORSTER, DAVIS, & ROBERTS, P.A.

Employer identification number (EIN): 592125066

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2019-10-01
004 2018-10-01 ALAN F. DAVIS 2019-12-12 ALAN F. DAVIS 2019-12-12
004 2017-10-01 ALAN F. DAVIS 2019-01-23 ALAN F. DAVIS 2019-01-23
004 2016-10-01
004 2015-10-01 ALAN F. DAVIS 2017-05-09 ALAN F. DAVIS 2017-05-09
004 2014-10-01 ALAN F. DAVIS 2016-04-18 ALAN F. DAVIS 2016-04-18
004 2013-10-01 ALAN F. DAVIS 2015-07-09
004 2012-10-01 ALAN F. DAVIS 2014-11-18 ALAN F. DAVIS 2014-11-18
004 2011-10-01 ALAN F. DAVIS 2014-11-19 ALAN F. DAVIS 2014-11-19
004 2010-10-01 ALAN F. DAVIS 2012-04-18 ALAN F. DAVIS 2012-04-18
004 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2019-10-01
004	2018-10-01	ALAN F. DAVIS	2019-12-12	ALAN F. DAVIS	2019-12-12
004	2017-10-01	ALAN F. DAVIS	2019-01-23	ALAN F. DAVIS	2019-01-23
004	2016-10-01
004	2015-10-01	ALAN F. DAVIS	2017-05-09	ALAN F. DAVIS	2017-05-09
004	2014-10-01	ALAN F. DAVIS	2016-04-18	ALAN F. DAVIS	2016-04-18
004	2013-10-01	ALAN F. DAVIS	2015-07-09
004	2012-10-01	ALAN F. DAVIS	2014-11-18	ALAN F. DAVIS	2014-11-18
004	2011-10-01	ALAN F. DAVIS	2014-11-19	ALAN F. DAVIS	2014-11-19
004	2010-10-01	ALAN F. DAVIS	2012-04-18	ALAN F. DAVIS	2012-04-18
004	2008-10-01

Form 5500 Responses for FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN

2008: FORSTER, DAVIS, & ROBERTS, P.A. CASH BALANCE PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	First time form 5500 has been submitted	Yes
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	FORSTER, DAVIS, & ROBERTS, P.A.
Employer identification number (EIN):	592125066
NAIC Classification:	621210
NAIC Description:	Offices of Dentists