401k Plan data: DANIEL N. OBRIEN, DDS, PS CASH BALANCE PLAN plan

DANIEL N. OBRIEN, DDS, PS CASH BALANCE PLAN 401k Plan overview

Plan Name	DANIEL N. OBRIEN, DDS, PS CASH BALANCE PLAN
Plan identification number	002

DANIEL N. OBRIEN, DDS, PS CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

DANIEL N. OBRIEN, DDS, PS has sponsored the creation of one or more 401k plans.

Company Name: DANIEL N. OBRIEN, DDS, PS

Employer identification number (EIN): 910974668

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL N. OBRIEN, DDS, PS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 DANIEL OBRIEN 2013-10-09 DANIEL OBRIEN 2013-10-09
002 2011-01-01 DANIEL OBRIEN 2012-10-15 DANIEL OBRIEN 2012-10-15
002 2010-01-01 DANIEL OBRIEN 2011-10-10 DANIEL OBRIEN 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	DANIEL OBRIEN	2013-10-09	DANIEL OBRIEN	2013-10-09
002	2011-01-01	DANIEL OBRIEN	2012-10-15	DANIEL OBRIEN	2012-10-15
002	2010-01-01	DANIEL OBRIEN	2011-10-10	DANIEL OBRIEN	2011-10-10

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Company Name:	DANIEL N. OBRIEN, DDS, PS
Employer identification number (EIN):	910974668
NAIC Classification:	621210
NAIC Description:	Offices of Dentists