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CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST
Plan identification number 001

CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT 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
  • 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.
  • 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

CHAMPLAIN PERIODONTAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHAMPLAIN PERIODONTAL, P.C.
Employer identification number (EIN):470901126
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHAMPLAIN PERIODONTAL, P.C.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2002-12-02
Company Identification Number: 123585
Legal Registered Office Address: 37 TIMBER LANE

SO BURLINGTON
United States of America (USA)
05403

More information about CHAMPLAIN PERIODONTAL, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01BRIAN HUBER, D.D.S., M.S.2017-07-06
0012015-01-01BRIAN HUBER, D.D.S., M.S.2016-07-22
0012014-01-01BRIAN HUBER, D.D.S., M.S.2015-07-12
0012013-01-01BRIAN HUBER, D.D.S., M.S.
0012012-01-01BRIAN HUBER, D.D.S., M.S.
0012011-01-01BRIAN HUBER, D.D.S., M.S.
0012010-01-01BRIAN HUBER, D.D.S., M.S.
0012009-01-01BRIAN HUBER, D.D.S., M.S.
0012009-01-01BRIAN HUBER, D.D.S., M.S.

Plan Statistics for CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST

Measure Date Value
2017: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2013: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
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
2010: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST

Measure Date Value
2017 : CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$690,150
Expenses. Total of all expenses incurred2017-12-31$199,658
Benefits paid (including direct rollovers)2017-12-31$174,496
Total plan assets at end of year2017-12-31$3,086,212
Total plan assets at beginning of year2017-12-31$2,595,720
Value of fidelity bond covering the plan2017-12-31$700,000
Total contributions received or receivable from participants2017-12-31$99,982
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$512,449
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$490,492
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,086,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,595,720
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$27,150
Total contributions received or receivable from employer(s)2017-12-31$77,719
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25,162
2013 : CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$656,939
Expenses. Total of all expenses incurred2013-12-31$18,684
Benefits paid (including direct rollovers)2013-12-31$1,088
Total plan assets at end of year2013-12-31$2,311,569
Total plan assets at beginning of year2013-12-31$1,673,314
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$81,236
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$518,189
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$638,255
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,311,569
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,673,314
Total contributions received or receivable from employer(s)2013-12-31$57,514
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,596
2012 : CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$383,111
Expenses. Total of all expenses incurred2012-12-31$121,999
Benefits paid (including direct rollovers)2012-12-31$108,383
Total plan assets at end of year2012-12-31$1,673,314
Total plan assets at beginning of year2012-12-31$1,412,202
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$76,533
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$237,362
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$261,112
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,673,314
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,412,202
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$5,668
Total contributions received or receivable from employer(s)2012-12-31$69,216
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,616
2011 : CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT 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$140,270
Expenses. Total of all expenses incurred2011-12-31$11,081
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,412,202
Total plan assets at beginning of year2011-12-31$1,283,013
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$79,184
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$6,718
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$129,189
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,412,202
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,283,013
Assets. Value of assets in partnership/joint-venture interests2011-12-31$87,004
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$11,271
Total contributions received or receivable from employer(s)2011-12-31$54,368
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$11,081
2010 : CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$251,255
Expenses. Total of all expenses incurred2010-12-31$9,945
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,283,013
Total plan assets at beginning of year2010-12-31$1,041,703
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$76,380
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$10
Other income received2010-12-31$114,870
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$241,310
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,283,013
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,041,703
Assets. Value of assets in partnership/joint-venture interests2010-12-31$85,611
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$9,666
Total contributions received or receivable from employer(s)2010-12-31$59,995
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,945

Form 5500 Responses for CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST

2017: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2013: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT 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
2010: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHAMPLAIN PERIODONTAL ASSOCIATES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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