401k Plan data: JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST plan

JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	002

JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST 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).
Plan covering Self-Employed individuals.
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

JAY E. BALASZ, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JAY E. BALASZ, D.D.S.

Employer identification number (EIN): 383145606

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAY E. BALASZ, D.D.S. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAY BALASZ 2024-09-26 JAY BALASZ 2024-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAY BALASZ	2024-09-26	JAY BALASZ	2024-09-26

Potentially related plans

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Company Name:	JAY E. BALASZ, D.D.S.
Employer identification number (EIN):	383145606
NAIC Classification:	621210
NAIC Description:	Offices of Dentists