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DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameDR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST
Plan identification number 002

DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND 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
  • 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.
  • 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

DR. DAVID CAMPBELL, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DR. DAVID CAMPBELL, M.D., P.A.
Employer identification number (EIN):200422283
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID CAMPBELL2024-03-19
0022022-01-01DAVID CAMPBELL2023-04-04
0022021-01-01DAVID CAMPBELL2022-02-24
0022020-01-01DAVID CAMPBELL2021-04-07
0022019-01-01DAVID CAMPBELL2020-04-02
0022018-01-01DAVID CAMPBELL2019-05-08
0022017-01-01DAVID CAMPBELL2018-04-24
0022016-01-01DAVID CAMPBELL2017-06-26
0022015-01-01DAVID CAMPBELL2016-06-24
0022013-01-01DAVID CAMPBELL2014-03-25
0022012-01-01DAVID CAMPBELL2013-05-22
0022011-01-01DAVID CAMPBELL2012-05-22
0022010-01-01DAVID CAMPBELL2011-04-06

Plan Statistics for DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST

Measure Date Value
2025: DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-01-2715
Total number of particpants at end of year2025-01-270
Number of Participants With Account Balances2025-01-270
2024: DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-03-2016
Total number of particpants at end of year2024-03-2015
Number of Participants With Account Balances2024-03-2014

Financial Data on DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST

Measure Date Value
2025 : DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-270
Total liabilities as of the end of the plan year2025-01-270
Total liabilities as of the beginning of the plan year2025-01-270
Total expenses incurred by plan in this plan year2025-01-273685791
Net assets as of the end of the plan year2025-01-270
Total assets as of the beginning of the plan year2025-01-273149293
Participant contributions to plan in this plan year2025-01-2745977
Value of participant loans at end of plan year2025-01-270
Other expenses paid from plan in this plan year2025-01-270
Other contributions to plan in this plan year2025-01-270
Other income to plan in this plan year2025-01-27488427
Plan net income in this plan year2025-01-27-3149293
Net assets as of the end of the plan year2025-01-270
Net assets as of the beginning of the plan year2025-01-273149293
Employer contributions to plan in this plan year2025-01-272094
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-270
2024 : DR. DAVID CAMPBELL, M.D., P.A. RETIREMENT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-200
Total liabilities as of the end of the plan year2024-03-200
Total liabilities as of the beginning of the plan year2024-03-200
Total expenses incurred by plan in this plan year2024-03-2012486
Net assets as of the end of the plan year2024-03-203149293
Total assets as of the beginning of the plan year2024-03-202677127
Participant contributions to plan in this plan year2024-03-2060831
Value of participant loans at end of plan year2024-03-2011298
Other expenses paid from plan in this plan year2024-03-200
Other contributions to plan in this plan year2024-03-200
Other income to plan in this plan year2024-03-20418457
Plan net income in this plan year2024-03-20472167
Net assets as of the end of the plan year2024-03-203149293
Net assets as of the beginning of the plan year2024-03-202677127
Employer contributions to plan in this plan year2024-03-205365
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-200

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