| Plan Name | HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. |
| Employer identification number (EIN): | 752871191 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about HILTON NEIL GOLDREICH, D.D.S., M.S., P.A.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2000-04-21 |
| Company Identification Number: | 0082121803 |
| Legal Registered Office Address: |
3105 LEGACY DR STE A PLANO United States of America (USA) 75023 |
More information about HILTON NEIL GOLDREICH, D.D.S., M.S., P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | HILTON NEIL GOLDREICH, DDS |
| Measure | Date | Value |
|---|---|---|
| 2022 : HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-15 | 1799408 |
| Net assets as of the end of the plan year | 2022-09-15 | 0 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 1499486 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 500000 |
| Other income to plan in this plan year | 2022-09-15 | 48195 |
| Plan net income in this plan year | 2022-09-15 | -1499486 |
| Net assets as of the end of the plan year | 2022-09-15 | 0 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 1499486 |
| Employer contributions to plan in this plan year | 2022-09-15 | 251727 |
| 2016 : HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $311,711 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $472,735 |
| Total plan assets at beginning of year | 2016-12-31 | $161,024 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $75,000 |
| Other income received | 2016-12-31 | $24,704 |
| Net income (gross income less expenses) | 2016-12-31 | $311,711 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $472,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $161,024 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $287,007 |
| 2015 : HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $161,024 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $161,024 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $75,000 |
| Other income received | 2015-12-31 | $-309 |
| Net income (gross income less expenses) | 2015-12-31 | $161,024 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $161,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $161,333 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2016: HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HILTON NEIL GOLDREICH, D.D.S., M.S., P.A. CASH BALANCE PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |