401k Plan data: PERIOCARE, LLC CASH BALANCE PLAN plan

PERIOCARE, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	PERIOCARE, LLC CASH BALANCE PLAN
Plan identification number	002

PERIOCARE, LLC 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).
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

PERIOCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name: PERIOCARE, LLC

Employer identification number (EIN): 743104538

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIOCARE, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ADA COOKE 2024-04-25
002 2022-01-01 ADA COOKE 2023-07-17
002 2021-01-01 ADA COOKE 2022-08-08
002 2020-01-01 ADA COOKE 2021-09-28
002 2019-01-01 ADA COOKE 2020-09-22
002 2018-01-01 ADA COOKE 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ADA COOKE	2024-04-25
002	2022-01-01	ADA COOKE	2023-07-17
002	2021-01-01	ADA COOKE	2022-08-08
002	2020-01-01	ADA COOKE	2021-09-28
002	2019-01-01	ADA COOKE	2020-09-22
002	2018-01-01	ADA COOKE	2019-10-15

Financial Data on PERIOCARE, LLC CASH BALANCE PLAN

Measure	Date	Value
2025 : PERIOCARE, LLC CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-08-18	0
Total liabilities as of the beginning of the plan year	2025-08-18	0
Total expenses incurred by plan in this plan year	2025-08-18	5306
Net assets as of the end of the plan year	2025-08-18	744264
Total assets as of the beginning of the plan year	2025-08-18	626703
Value of plan covered by a fidelity bond	2025-08-18	300000
Participant contributions to plan in this plan year	2025-08-18	0
Other expenses paid from plan in this plan year	2025-08-18	0
Other contributions to plan in this plan year	2025-08-18	0
Other income to plan in this plan year	2025-08-18	28867
Plan net income in this plan year	2025-08-18	117561
Net assets as of the end of the plan year	2025-08-18	744264
Net assets as of the beginning of the plan year	2025-08-18	626703
Employer contributions to plan in this plan year	2025-08-18	94000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-18	0
2024 : PERIOCARE, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-27	0
Total liabilities as of the end of the plan year	2024-06-27	0
Total liabilities as of the beginning of the plan year	2024-06-27	0
Total expenses incurred by plan in this plan year	2024-06-27	0
Net assets as of the end of the plan year	2024-06-27	626703
Total assets as of the beginning of the plan year	2024-06-27	521348
Value of plan covered by a fidelity bond	2024-06-27	200000
Participant contributions to plan in this plan year	2024-06-27	0
Other expenses paid from plan in this plan year	2024-06-27	0
Other contributions to plan in this plan year	2024-06-27	0
Other income to plan in this plan year	2024-06-27	22355
Plan net income in this plan year	2024-06-27	105355
Net assets as of the end of the plan year	2024-06-27	626703
Net assets as of the beginning of the plan year	2024-06-27	521348
Employer contributions to plan in this plan year	2024-06-27	83000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-27	0

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Company Name:	PERIOCARE, LLC
Employer identification number (EIN):	743104538
NAIC Classification:	621210
NAIC Description:	Offices of Dentists