BARRY J. CAZAUBON AND GARRETT B. MORRIS D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENDODONTIC SPECIALISTS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: ENDODONTIC SPECIALISTS 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-17 | 10 |
| Total number of particpants at end of year | 2025-07-17 | 9 |
| Number of Participants With Account Balances | 2025-07-17 | 8 |
| 2024: ENDODONTIC SPECIALISTS 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-13 | 7 |
| Total number of particpants at end of year | 2024-06-13 | 9 |
| Number of Participants With Account Balances | 2024-06-13 | 9 |
| 2022: ENDODONTIC SPECIALISTS 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-07 | 6 |
| Total number of particpants at end of year | 2022-07-07 | 6 |
| Number of Participants With Account Balances | 2022-07-07 | 6 |
| 2014: ENDODONTIC SPECIALISTS 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| 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 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: ENDODONTIC SPECIALISTS 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ENDODONTIC SPECIALISTS 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: ENDODONTIC SPECIALISTS 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ENDODONTIC SPECIALISTS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-17 | 1497468 |
| Net assets as of the end of the plan year | 2025-07-17 | 2720978 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 3621854 |
| Participant contributions to plan in this plan year | 2025-07-17 | 66762 |
| Value of participant loans at end of plan year | 2025-07-17 | 18439 |
| Other income to plan in this plan year | 2025-07-17 | 454775 |
| Plan net income in this plan year | 2025-07-17 | -900876 |
| Net assets as of the end of the plan year | 2025-07-17 | 2720978 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 3621854 |
| Employer contributions to plan in this plan year | 2025-07-17 | 75055 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 11529 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 150 |
| 2024 : ENDODONTIC SPECIALISTS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-13 | 0 |
| Net assets as of the end of the plan year | 2024-06-13 | 3621854 |
| Total assets as of the beginning of the plan year | 2024-06-13 | 2954970 |
| Participant contributions to plan in this plan year | 2024-06-13 | 58131 |
| Value of participant loans at end of plan year | 2024-06-13 | 29414 |
| Other contributions to plan in this plan year | 2024-06-13 | 2504 |
| Other income to plan in this plan year | 2024-06-13 | 525870 |
| Plan net income in this plan year | 2024-06-13 | 666884 |
| Net assets as of the end of the plan year | 2024-06-13 | 3621854 |
| Net assets as of the beginning of the plan year | 2024-06-13 | 2954970 |
| Employer contributions to plan in this plan year | 2024-06-13 | 80379 |
| Fees paid to broker by Benefit Provider | 2024-06-13 | 11592 |
| 2022 : ENDODONTIC SPECIALISTS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-07 | 450 |
| Net assets as of the end of the plan year | 2022-07-07 | 3720152 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 3086265 |
| Participant contributions to plan in this plan year | 2022-07-07 | 34210 |
| Value of participant loans at end of plan year | 2022-07-07 | 76278 |
| Other income to plan in this plan year | 2022-07-07 | 545203 |
| Plan net income in this plan year | 2022-07-07 | 633887 |
| Net assets as of the end of the plan year | 2022-07-07 | 3720152 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 3086265 |
| Employer contributions to plan in this plan year | 2022-07-07 | 54924 |
| Fees paid to broker by Benefit Provider | 2022-07-07 | 9910 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 450 |
| 2014 : ENDODONTIC SPECIALISTS 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $5,600 |
| Total income from all sources | 2014-12-31 | $236,148 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $166,676 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $166,503 |
| Total plan assets at end of year | 2014-12-31 | $1,692,426 |
| Total plan assets at beginning of year | 2014-12-31 | $1,617,354 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $61,872 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $173 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $103,461 |
| Net income (gross income less expenses) | 2014-12-31 | $69,472 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,692,426 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,617,354 |
| Assets. Value of participant loans | 2014-12-31 | $50,931 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $70,815 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : ENDODONTIC SPECIALISTS 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $3,755 |
| Total income from all sources | 2013-12-31 | $297,494 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $174 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,617,354 |
| Total plan assets at beginning of year | 2013-12-31 | $1,316,279 |
| Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $61,315 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $24 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $154,374 |
| Net income (gross income less expenses) | 2013-12-31 | $297,320 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,617,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,316,279 |
| Assets. Value of participant loans | 2013-12-31 | $42,149 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $81,805 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $150 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : ENDODONTIC SPECIALISTS 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $268,092 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $13,294 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $13,207 |
| Total plan assets at end of year | 2012-12-31 | $1,316,279 |
| Total plan assets at beginning of year | 2012-12-31 | $1,061,481 |
| Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $61,597 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $87 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $127,497 |
| Net income (gross income less expenses) | 2012-12-31 | $254,798 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,316,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,061,481 |
| Assets. Value of participant loans | 2012-12-31 | $59,679 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $78,998 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ENDODONTIC SPECIALISTS 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $95,355 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,322 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $12,322 |
| Total plan assets at end of year | 2011-12-31 | $1,061,481 |
| Total plan assets at beginning of year | 2011-12-31 | $978,448 |
| Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $59,618 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-34,151 |
| Net income (gross income less expenses) | 2011-12-31 | $83,033 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,061,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $978,448 |
| Assets. Value of participant loans | 2011-12-31 | $62,113 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $69,888 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2014: ENDODONTIC SPECIALISTS 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ENDODONTIC SPECIALISTS 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ENDODONTIC SPECIALISTS 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ENDODONTIC SPECIALISTS 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
