401k Plan data: TERRY W. DAVIS, D.D.S. CASH BALANCE PENSION PLAN plan

TERRY W. DAVIS, D.D.S. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	TERRY W. DAVIS, D.D.S. CASH BALANCE PENSION PLAN
Plan identification number	002

TERRY W. DAVIS, D.D.S. CASH BALANCE PENSION 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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

TERRY W. DAVIS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: TERRY W. DAVIS, D.D.S.

Employer identification number (EIN): 351490455

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY W. DAVIS, D.D.S. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 TERRY W. DAVIS D.D.S. 2014-08-11
002 2013-01-01 TERRY W. DAVIS D.D.S. 2014-05-15
002 2012-01-01 TERRY W. DAVIS D.D.S. 2013-07-01
002 2011-01-01 TERRY W. DAVIS D.D.S. 2012-05-17
002 2010-01-01 TERRY W. DAVIS D.D.S. 2011-05-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	TERRY W. DAVIS D.D.S.	2014-08-11
002	2013-01-01	TERRY W. DAVIS D.D.S.	2014-05-15
002	2012-01-01	TERRY W. DAVIS D.D.S.	2013-07-01
002	2011-01-01	TERRY W. DAVIS D.D.S.	2012-05-17
002	2010-01-01	TERRY W. DAVIS D.D.S.	2011-05-19

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Company Name:	TERRY W. DAVIS, D.D.S.
Employer identification number (EIN):	351490455
NAIC Classification:	621210
NAIC Description:	Offices of Dentists