BRANDON CAMPBELL, DDS PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-PEAK FAMILY DENTISTRY & ORTHODONTICS
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-PEAK FAMILY DENTISTRY & ORTHODONTICS
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-PEAK FAMILY DENTISTRY & ORTHODONTICS 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 1773 |
| Net assets as of the end of the plan year | 2025-07-28 | 692769 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 542463 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 66744 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 70273 |
| Plan net income in this plan year | 2025-07-28 | 150306 |
| Net assets as of the end of the plan year | 2025-07-28 | 692769 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 542463 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 118016 |
| Employer contributions to plan in this plan year | 2025-07-28 | 15062 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 1773 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-PEAK FAMILY DENTISTRY & ORTHODONTICS 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 1273 |
| Net assets as of the end of the plan year | 2024-08-20 | 542463 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 390156 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 60127 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 76933 |
| Plan net income in this plan year | 2024-08-20 | 152307 |
| Net assets as of the end of the plan year | 2024-08-20 | 542463 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 390156 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 85723 |
| Employer contributions to plan in this plan year | 2024-08-20 | 16520 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 1273 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-PEAK FAMILY DENTISTRY & ORTHODONTICS 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 1009 |
| Net assets as of the end of the plan year | 2022-07-26 | 388776 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 302223 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 32973 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 46500 |
| Plan net income in this plan year | 2022-07-26 | 86553 |
| Net assets as of the end of the plan year | 2022-07-26 | 388776 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 302223 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 62041 |
| Employer contributions to plan in this plan year | 2022-07-26 | 8089 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 1009 |
