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ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT B CAMPBELL DDS PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B CAMPBELL DDS PA
Employer identification number (EIN):562275120
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ROBERT CAMPBELL2016-05-12
0012014-01-01ROBERT CAMPBELL2015-06-05
0012013-01-01ROBERT CAMPBELL2014-05-21
0012012-01-01ROBERT B CAMPBELL DDS PA2013-05-23
0012011-01-01ROBERT B CAMPBELL DDS PA
0012010-01-01CHRISTY FILLINGAME2011-04-01

Plan Statistics for ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2011: ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2011 : ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$96,135
Expenses. Total of all expenses incurred2011-12-31$22,217
Benefits paid (including direct rollovers)2011-12-31$22,152
Total plan assets at end of year2011-12-31$531,972
Total plan assets at beginning of year2011-12-31$458,054
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$54,165
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-20,609
Net income (gross income less expenses)2011-12-31$73,918
Net plan assets at end of year (total assets less liabilities)2011-12-31$531,972
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$458,054
Assets. Value of employer real property2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$62,579
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST

2011: ROBERT B CAMPBELL DDS PA 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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