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WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 002

WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

WILLIAM E. CAMPBELL, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM E. CAMPBELL, DDS, PC
Employer identification number (EIN):620987232
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-11-01ANN CAMPBELL WALLACE2018-07-20
0022015-11-01ANN CAMPBELL WALLACE2018-07-20
0022013-11-01WILLIAM E. CAMPBELL
0022012-11-01WILLIAM E. CAMPBELL
0022011-11-01BILL CAMPBELL BILL CAMPBELL2015-12-15
0022009-11-01WILLIAM E CAMPBELL
0022008-11-01

Plan Statistics for WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-012
Total number of active participants reported on line 7a of the Form 55002013-11-012
Total of all active and inactive participants2013-11-012
Total participants2013-11-012
Number of participants with account balances2013-11-012
2012: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-012
Total number of active participants reported on line 7a of the Form 55002012-11-012
Total of all active and inactive participants2012-11-012
Total participants2012-11-012
Number of participants with account balances2012-11-012
2011: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-013
Total number of active participants reported on line 7a of the Form 55002011-11-012
Number of retired or separated participants receiving benefits2011-11-011
Total of all active and inactive participants2011-11-013
Total participants2011-11-013
Number of participants with account balances2011-11-012
2009: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-014
Total number of active participants reported on line 7a of the Form 55002009-11-013
Number of retired or separated participants receiving benefits2009-11-011
Total of all active and inactive participants2009-11-014
Total participants2009-11-014
Number of participants with account balances2009-11-014

Financial Data on WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-10-31$48,562
Expenses. Total of all expenses incurred2014-10-31$47,587
Benefits paid (including direct rollovers)2014-10-31$47,587
Total plan assets at end of year2014-10-31$478,114
Total plan assets at beginning of year2014-10-31$477,139
Other income received2014-10-31$48,562
Net income (gross income less expenses)2014-10-31$975
Net plan assets at end of year (total assets less liabilities)2014-10-31$478,114
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$477,139
2013 : WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-10-31$74,363
Expenses. Total of all expenses incurred2013-10-31$12,987
Benefits paid (including direct rollovers)2013-10-31$12,987
Total plan assets at end of year2013-10-31$477,139
Total plan assets at beginning of year2013-10-31$415,763
Other income received2013-10-31$74,363
Net income (gross income less expenses)2013-10-31$61,376
Net plan assets at end of year (total assets less liabilities)2013-10-31$477,139
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$415,763
2012 : WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-10-31$1,488
Total income from all sources2012-10-31$25,832
Expenses. Total of all expenses incurred2012-10-31$19,486
Benefits paid (including direct rollovers)2012-10-31$19,486
Total plan assets at end of year2012-10-31$415,763
Total plan assets at beginning of year2012-10-31$409,416
Other income received2012-10-31$25,832
Net income (gross income less expenses)2012-10-31$6,346
Net plan assets at end of year (total assets less liabilities)2012-10-31$414,275
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$409,416
2011 : WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-10-31$11,512
Expenses. Total of all expenses incurred2011-10-31$14,844
Benefits paid (including direct rollovers)2011-10-31$14,844
Total plan assets at end of year2011-10-31$409,416
Total plan assets at beginning of year2011-10-31$412,748
Other income received2011-10-31$11,512
Net income (gross income less expenses)2011-10-31$-3,332
Net plan assets at end of year (total assets less liabilities)2011-10-31$409,416
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$412,748

Form 5500 Responses for WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2013: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: WILLIAM E. CAMPELL DDS PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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