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| Plan Name | JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JEFFREY D. CARL, D.M.D., P.C. |
| Employer identification number (EIN): | 931300594 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2014-10-01 | JEFFREY D. CARL | 2016-03-07 | ||
| 001 | 2013-10-01 | ||||
| 001 | 2012-10-01 | JEFFREY D. CARL | 2014-04-09 | JEFFREY D. CARL | 2014-04-09 |
| 001 | 2011-10-01 | JEFFREY D. CARL | 2013-03-14 | JEFFREY D. CARL | 2013-03-14 |
| 001 | 2010-10-01 | JEFFREY CARL | |||
| 001 | 2009-10-01 | JEFFREY CARL | |||
| 001 | 2009-10-01 | JEFFREY CARL |
| Measure | Date | Value |
|---|---|---|
| 2010: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-10-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 2 |
| Total of all active and inactive participants | 2010-10-01 | 16 |
| Total participants | 2010-10-01 | 16 |
| Number of participants with account balances | 2010-10-01 | 16 |
| 2009: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 3 |
| Total of all active and inactive participants | 2009-10-01 | 16 |
| Total participants | 2009-10-01 | 16 |
| Number of participants with account balances | 2009-10-01 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2011 : JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $35,796 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $16,073 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $13,037 |
| Total plan assets at end of year | 2011-09-30 | $325,696 |
| Total plan assets at beginning of year | 2011-09-30 | $305,973 |
| Value of fidelity bond covering the plan | 2011-09-30 | $81,522 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $3,036 |
| Other income received | 2011-09-30 | $-13,770 |
| Net income (gross income less expenses) | 2011-09-30 | $19,723 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $325,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $305,973 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $49,566 |
| 2010: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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