Other
2024 plan-year Other DOL Form 5500

Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tony Philip Vertongen, D.D.S., P.C. · California · Healthcare & Social Assistance

What the 2023 filing shows

Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan holds N/A for 7 participants.

N/A
total plan assets (2024 EOY)
7
covered participants
Total Assets (2023)
N/A
Participants
7
State
Industry
Healthcare & Social Assistance

What the Filing Says About Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan

Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan is a Other retirement plan sponsored by Tony Philip Vertongen, D.D.S., P.C., headquartered in California. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 7 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 453233256, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN453233256
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tony Philip Vertongen, D.D.S., P.C.)

Year Plans Participants Total Assets
2022 1 7 N/A
2023 2 8 N/A
2024 2 14 N/A

Nearby Other Plans in California

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Frequently Asked Questions

How much money is in the Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan?
As of the 2024 Form 5500 filing, Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan holds N/A in total assets with 7 participants. It is sponsored by Tony Philip Vertongen, D.D.S., P.C..
What type of plan is Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan?
Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan is a Other plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 453233256.
Who sponsors the Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan?
Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan is sponsored by Tony Philip Vertongen, D.D.S., P.C., located in California. The sponsor's EIN is 453233256 and the plan operates in the Healthcare & Social Assistance industry.
How did Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan perform in 2024?
Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan?
Official Form 5500 filings for Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 453233256 or plan name at efast.dol.gov.
How does Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan compare to other plans?
You can compare Tony Philip Vertongen, D. D. S. , P. C. Cash Balance Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 453233256.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.