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| Plan Name | PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN |
| Plan identification number | 005 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | PERIODONTICS ASSOCIATES, LLP |
| Employer identification number (EIN): | 721406624 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 005 | 2023-01-01 | ||||
| 005 | 2022-01-01 | ||||
| 005 | 2021-01-01 | ||||
| 005 | 2020-01-01 | ||||
| 005 | 2019-01-01 | ||||
| 005 | 2018-01-01 | ||||
| 005 | 2017-01-01 | ||||
| 005 | 2016-01-01 | ||||
| 005 | 2015-01-01 | ||||
| 005 | 2014-01-01 | M. RANDAL COMEAUX | 2015-07-23 | ||
| 005 | 2013-01-01 | M. RANDAL COMEAUX | 2014-10-02 | ||
| 005 | 2012-01-01 | M. RANDAL COMEAUX | 2013-07-20 | ||
| 005 | 2011-01-01 | M. RANDAL COMEAUX | 2012-10-11 | ||
| 005 | 2010-01-01 | M. RANDAL COMEAUX | 2011-09-27 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-01-10 | -18210 |
| Total liabilities as of the end of the plan year | 2024-01-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-01-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-01-10 | 1817470 |
| Net assets as of the end of the plan year | 2024-01-10 | 0 |
| Total assets as of the beginning of the plan year | 2024-01-10 | 1682015 |
| Value of plan covered by a fidelity bond | 2024-01-10 | 325000 |
| Other income to plan in this plan year | 2024-01-10 | 153665 |
| Plan net income in this plan year | 2024-01-10 | -1663805 |
| Net assets as of the end of the plan year | 2024-01-10 | 0 |
| Net assets as of the beginning of the plan year | 2024-01-10 | 1682015 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-01-10 | 32937 |
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