401k Plan data: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN plan

CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Stock bonus
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CAPITOL PERIODONTAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL PERIODONTAL GROUP, INC.

Employer identification number (EIN): 953030466

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SUSAN DILWORTH 2023-07-27
001 2021-01-01 SUSAN DILWORTH 2022-09-27
001 2020-01-01 SUSAN DILWORTH 2021-10-15
001 2019-01-01 PEDRAM TOWFIGHI 2020-10-15
001 2018-01-01
001 2017-01-01 PEDRAM PAUL TOWFIGHI
001 2016-01-01 PEDRAM PAUL TOWFIGHI
001 2015-01-01 PEDRAM PAUL TOWFIGHI
001 2014-01-01 PEDRAM PAUL TOWFIGHI
001 2013-01-01 PEDRAM PAUL TOWFIGHI
001 2012-01-01 PEDRAM PAUL TOWFIGHI 2013-05-31
001 2011-01-01 PEDRAM PAUL TOWFIGHI 2012-07-24
001 2010-01-01 PEDRAM PAUL TOWFIGHI 2011-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SUSAN DILWORTH	2023-07-27
001	2021-01-01	SUSAN DILWORTH	2022-09-27
001	2020-01-01	SUSAN DILWORTH	2021-10-15
001	2019-01-01	PEDRAM TOWFIGHI	2020-10-15
001	2018-01-01
001	2017-01-01	PEDRAM PAUL TOWFIGHI
001	2016-01-01	PEDRAM PAUL TOWFIGHI
001	2015-01-01	PEDRAM PAUL TOWFIGHI
001	2014-01-01	PEDRAM PAUL TOWFIGHI
001	2013-01-01	PEDRAM PAUL TOWFIGHI
001	2012-01-01	PEDRAM PAUL TOWFIGHI	2013-05-31
001	2011-01-01	PEDRAM PAUL TOWFIGHI	2012-07-24
001	2010-01-01	PEDRAM PAUL TOWFIGHI	2011-08-16

Plan Statistics for CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 52
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 56
Number of participants with account balances 2018-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 74
Number of participants with account balances 2017-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 71
Number of participants with account balances 2016-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 59
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 58
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3

Measure	Date	Value
2018: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	52
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	56
Number of participants with account balances	2018-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	74
Number of participants with account balances	2017-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	71
Number of participants with account balances	2016-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	59
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	58
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3

Financial Data on CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$384,007
Expenses. Total of all expenses incurred	2018-12-31	$340,831
Benefits paid (including direct rollovers)	2018-12-31	$313,590
Total plan assets at end of year	2018-12-31	$8,667,476
Total plan assets at beginning of year	2018-12-31	$8,624,300
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$236,431
Other income received	2018-12-31	$-285,935
Net income (gross income less expenses)	2018-12-31	$43,176
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,667,476
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,624,300
Assets. Value of participant loans	2018-12-31	$118,020
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$152,737
Total contributions received or receivable from employer(s)	2018-12-31	$433,511
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$27,241
2017 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,918,387
Expenses. Total of all expenses incurred	2017-12-31	$2,846,351
Benefits paid (including direct rollovers)	2017-12-31	$2,808,555
Total plan assets at end of year	2017-12-31	$8,624,300
Total plan assets at beginning of year	2017-12-31	$9,552,264
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$252,332
Contributions received from other sources (not participants or employers)	2017-12-31	$114,322
Other income received	2017-12-31	$1,213,979
Net income (gross income less expenses)	2017-12-31	$-927,964
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,624,300
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,552,264
Assets. Value of participant loans	2017-12-31	$112,238
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$142,523
Total contributions received or receivable from employer(s)	2017-12-31	$337,754
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$37,796
2016 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,239,897
Expenses. Total of all expenses incurred	2016-12-31	$2,224,416
Benefits paid (including direct rollovers)	2016-12-31	$2,158,751
Total plan assets at end of year	2016-12-31	$9,552,264
Total plan assets at beginning of year	2016-12-31	$10,536,783
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$242,460
Other income received	2016-12-31	$674,658
Net income (gross income less expenses)	2016-12-31	$-984,519
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,552,264
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,536,783
Assets. Value of participant loans	2016-12-31	$81,779
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$142,598
Total contributions received or receivable from employer(s)	2016-12-31	$322,779
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$65,665
2015 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$401,684
Expenses. Total of all expenses incurred	2015-12-31	$173,637
Benefits paid (including direct rollovers)	2015-12-31	$122,230
Total plan assets at end of year	2015-12-31	$10,536,783
Total plan assets at beginning of year	2015-12-31	$10,308,736
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$250,608
Contributions received from other sources (not participants or employers)	2015-12-31	$20,334
Other income received	2015-12-31	$-240,638
Net income (gross income less expenses)	2015-12-31	$228,047
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,536,783
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,308,736
Assets. Value of participant loans	2015-12-31	$73,587
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$142,587
Total contributions received or receivable from employer(s)	2015-12-31	$371,380
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$51,407
2014 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,048,054
Expenses. Total of all expenses incurred	2014-12-31	$113,657
Benefits paid (including direct rollovers)	2014-12-31	$66,441
Total plan assets at end of year	2014-12-31	$10,308,736
Total plan assets at beginning of year	2014-12-31	$9,374,339
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$200,688
Other income received	2014-12-31	$516,603
Net income (gross income less expenses)	2014-12-31	$934,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,308,736
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,374,339
Assets. Value of participant loans	2014-12-31	$41,995
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$142,614
Total contributions received or receivable from employer(s)	2014-12-31	$330,763
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$47,216
2013 : CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,893,695
Expenses. Total of all expenses incurred	2013-12-31	$2,226,984
Benefits paid (including direct rollovers)	2013-12-31	$2,180,053
Total plan assets at end of year	2013-12-31	$9,374,339
Total plan assets at beginning of year	2013-12-31	$9,707,628
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$196,364
Other income received	2013-12-31	$1,344,466
Net income (gross income less expenses)	2013-12-31	$-333,289
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,374,339
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,707,628
Assets. Value of participant loans	2013-12-31	$53,984
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$142,614
Total contributions received or receivable from employer(s)	2013-12-31	$352,865
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$46,931

Form 5500 Responses for CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2018: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAPITOL PERIODONTAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36714

Policy instance

Insurance contract or identification number	G36714
Number of Individuals Covered	61
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

381659835

Policy instance

Insurance contract or identification number	381659835
Number of Individuals Covered	3
Insurance policy start date	2018-06-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,844

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504844-01

Policy instance

Insurance contract or identification number	504844-01
Number of Individuals Covered	61
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36714

Policy instance

Insurance contract or identification number	G36714
Number of Individuals Covered	61
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

381659835

Policy instance

Insurance contract or identification number	381659835
Number of Individuals Covered	2
Insurance policy start date	2017-06-01
Insurance policy end date	2017-12-31
Insurance broker name	CHRISTOPHER NUNN

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36714

Policy instance

Insurance contract or identification number	G36714
Number of Individuals Covered	54
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

Policy instance

Number of Individuals Covered	2
Insurance policy start date	2015-06-15
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $63,720
Insurance broker name	CHRISTOPHER NUNN

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36714

Policy instance

Insurance contract or identification number	G36714
Number of Individuals Covered	21
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CAPITOL PERIODONTAL GROUP, INC.
Employer identification number (EIN):	953030466
NAIC Classification:	621210
NAIC Description:	Offices of Dentists