MICHAEL S. SIMMONS, DMD CASH BALANCE PLAN

[ EIN: 95-4330951 | Plan No. 003 ]

Form 5500 records indicate that MICHAEL S. SIMMONS, DMD CASH BALANCE PLAN is a Defined Benefit plan sponsored by MICHAEL S. SIMMONS. The plan is classified as a Small Plan with 4 participants and assets totaling $1,568,490 for the 2023 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: MICHAEL S. SIMMONS

Location: 16500 VENTURA BLVD #370, ENCINO, CA 91436

EIN: 954330951

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 4

Total Assets: $1,568,490

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