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JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 401k Plan overview

Plan NameJEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN
Plan identification number 002

JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JEFFREY D. CARL, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. CARL, D.M.D., P.C.
Employer identification number (EIN):931300594
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JEFFREY D. CARL, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2000-07-14
Company Identification Number: 76384180
Legal Registered Office Address: 3120 PACIFIC PL SW

ALBANY
United States of America (USA)
97321

More information about JEFFREY D. CARL, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01JEFFREY D. CARL2017-02-23
0022014-10-01JEFFREY D. CARL2016-03-07
0022013-10-01
0022012-10-01JEFFREY D. CARL2014-04-09 JEFFREY D. CARL2014-04-09
0022011-10-01JEFFREY D. CARL2013-03-14 JEFFREY D. CARL2013-03-14
0022009-10-01JEFFREY CARL
0022009-10-01JEFFREY CARL

Financial Data on JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

Measure Date Value
2025 : JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-1228654
Net assets as of the end of the plan year2025-03-123155886
Total assets as of the beginning of the plan year2025-03-122694145
Value of plan covered by a fidelity bond2025-03-12340000
Participant contributions to plan in this plan year2025-03-1257535
Other expenses paid from plan in this plan year2025-03-1228654
Other income to plan in this plan year2025-03-12328248
Plan net income in this plan year2025-03-12461741
Net assets as of the end of the plan year2025-03-123155886
Net assets as of the beginning of the plan year2025-03-122694145
Employer contributions to plan in this plan year2025-03-12104612
2011 : JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$74,565
Expenses. Total of all expenses incurred2011-09-30$25,075
Benefits paid (including direct rollovers)2011-09-30$18,484
Total plan assets at end of year2011-09-30$673,098
Total plan assets at beginning of year2011-09-30$623,608
Value of fidelity bond covering the plan2011-09-30$168,478
Total contributions received or receivable from participants2011-09-30$61,706
Expenses. Other expenses not covered elsewhere2011-09-30$6,591
Other income received2011-09-30$-29,894
Net income (gross income less expenses)2011-09-30$49,490
Net plan assets at end of year (total assets less liabilities)2011-09-30$673,098
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$623,608
Total contributions received or receivable from employer(s)2011-09-30$42,753

Form 5500 Responses for JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN

2009: JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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