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CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN 401k Plan overview

Plan NameCASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN
Plan identification number 001

CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CASTLE ROCK ENDODONTICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CASTLE ROCK ENDODONTICS, PLLC
Employer identification number (EIN):271223287
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CASTLE ROCK ENDODONTICS, PLLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2009-10-31
Company Identification Number: 20091577240
Legal Registered Office Address: 753 Maleta Ln Ste 201

Castle Rock
United States of America (USA)
80108

More information about CASTLE ROCK ENDODONTICS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAUN SOUCIE2024-10-14
0012022-01-01SHAUN SOUCIE2024-10-14
0012021-01-01SHAUN SOUCIE2022-10-10
0012020-01-01SHAUN SOUCIE2021-07-26
0012019-01-01SHAUN SOUCIE2020-08-11
0012018-01-01SHAUN SOUCIE2019-07-31
0012017-01-01JAKE MINNICH2018-07-24
0012016-01-01JAKE MINNICH2017-07-24
0012015-01-01DEBRA ROBINSON2016-07-22
0012014-01-01DEBRA ROBINSON2015-07-27
0012013-01-01SHAUN SOUCIE2014-06-09
0012012-01-01SHAUN SOUCIE2013-06-03
0012011-01-01SHAUN SOUCIE2012-06-19

Financial Data on CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN

Measure Date Value
2025 : CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-0913500
Total expenses incurred by plan in this plan year2025-10-099749
Net assets as of the end of the plan year2025-10-091355468
Total assets as of the beginning of the plan year2025-10-091117598
Value of plan covered by a fidelity bond2025-10-09112000
Participant contributions to plan in this plan year2025-10-0929492
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09149510
Plan net income in this plan year2025-10-09251370
Net assets as of the end of the plan year2025-10-091355468
Net assets as of the beginning of the plan year2025-10-091104098
Employer contributions to plan in this plan year2025-10-0982117
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-099749
2024 : CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-1513500
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-158467
Net assets as of the end of the plan year2024-10-151117598
Total assets as of the beginning of the plan year2024-10-15890342
Value of plan covered by a fidelity bond2024-10-1560000
Participant contributions to plan in this plan year2024-10-1528850
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15179539
Plan net income in this plan year2024-10-15213756
Net assets as of the end of the plan year2024-10-151104098
Net assets as of the beginning of the plan year2024-10-15890342
Employer contributions to plan in this plan year2024-10-1513834
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-158467
2022 : CASTLE ROCK ENDODONTICS, PLLC 401(K) PS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10431
Net assets as of the end of the plan year2022-10-101102018
Total assets as of the beginning of the plan year2022-10-10859475
Value of plan covered by a fidelity bond2022-10-1060000
Participant contributions to plan in this plan year2022-10-102275
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-10235582
Plan net income in this plan year2022-10-10242543
Net assets as of the end of the plan year2022-10-101102018
Net assets as of the beginning of the plan year2022-10-10859475
Employer contributions to plan in this plan year2022-10-105117
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-10431

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