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JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 401k Plan overview

Plan NameJEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN
Plan identification number 001

JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

JEFFREY D. CARL, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. CARL, D.M.D., P.C.
Employer identification number (EIN):931300594
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JEFFREY D. CARL, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2000-07-14
Company Identification Number: 76384180
Legal Registered Office Address: 3120 PACIFIC PL SW

ALBANY
United States of America (USA)
97321

More information about JEFFREY D. CARL, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-10-01JEFFREY D. CARL2016-03-07
0012013-10-01
0012012-10-01JEFFREY D. CARL2014-04-09 JEFFREY D. CARL2014-04-09
0012011-10-01JEFFREY D. CARL2013-03-14 JEFFREY D. CARL2013-03-14
0012010-10-01JEFFREY CARL
0012009-10-01JEFFREY CARL
0012009-10-01JEFFREY CARL

Plan Statistics for JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

401k plan membership statisitcs for JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

Measure Date Value
2010: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0116
Total number of active participants reported on line 7a of the Form 55002010-10-0114
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-0116
Total participants2010-10-0116
Number of participants with account balances2010-10-0116
2009: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0115
Total number of active participants reported on line 7a of the Form 55002009-10-0113
Number of other retired or separated participants entitled to future benefits2009-10-013
Total of all active and inactive participants2009-10-0116
Total participants2009-10-0116
Number of participants with account balances2009-10-0116

Financial Data on JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

Measure Date Value
2011 : JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$35,796
Expenses. Total of all expenses incurred2011-09-30$16,073
Benefits paid (including direct rollovers)2011-09-30$13,037
Total plan assets at end of year2011-09-30$325,696
Total plan assets at beginning of year2011-09-30$305,973
Value of fidelity bond covering the plan2011-09-30$81,522
Expenses. Other expenses not covered elsewhere2011-09-30$3,036
Other income received2011-09-30$-13,770
Net income (gross income less expenses)2011-09-30$19,723
Net plan assets at end of year (total assets less liabilities)2011-09-30$325,696
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$305,973
Total contributions received or receivable from employer(s)2011-09-30$49,566

Form 5500 Responses for JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

2010: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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