| Plan Name | JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-10-01 | ||||
| 002 | 2021-10-01 | ||||
| 002 | 2020-10-01 | ||||
| 002 | 2019-10-01 | ||||
| 002 | 2018-10-01 | ||||
| 002 | 2018-10-01 | ||||
| 002 | 2017-10-01 | ||||
| 002 | 2016-10-01 | ||||
| 002 | 2015-10-01 | JEFFREY D. CARL | 2017-02-23 | ||
| 002 | 2014-10-01 | JEFFREY D. CARL | 2016-03-07 | ||
| 002 | 2013-10-01 | ||||
| 002 | 2012-10-01 | JEFFREY D. CARL | 2014-04-09 | JEFFREY D. CARL | 2014-04-09 |
| 002 | 2011-10-01 | JEFFREY D. CARL | 2013-03-14 | JEFFREY D. CARL | 2013-03-14 |
| 002 | 2009-10-01 | JEFFREY CARL | |||
| 002 | 2009-10-01 | JEFFREY CARL |
| 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 year | 2025-03-12 | 28654 |
| Net assets as of the end of the plan year | 2025-03-12 | 3155886 |
| Total assets as of the beginning of the plan year | 2025-03-12 | 2694145 |
| Value of plan covered by a fidelity bond | 2025-03-12 | 340000 |
| Participant contributions to plan in this plan year | 2025-03-12 | 57535 |
| Other expenses paid from plan in this plan year | 2025-03-12 | 28654 |
| Other income to plan in this plan year | 2025-03-12 | 328248 |
| Plan net income in this plan year | 2025-03-12 | 461741 |
| Net assets as of the end of the plan year | 2025-03-12 | 3155886 |
| Net assets as of the beginning of the plan year | 2025-03-12 | 2694145 |
| Employer contributions to plan in this plan year | 2025-03-12 | 104612 |
| 2011 : JEFFREY D. CARL, D.M.D., P.C. RETIREMENT PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $74,565 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $25,075 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $18,484 |
| Total plan assets at end of year | 2011-09-30 | $673,098 |
| Total plan assets at beginning of year | 2011-09-30 | $623,608 |
| Value of fidelity bond covering the plan | 2011-09-30 | $168,478 |
| Total contributions received or receivable from participants | 2011-09-30 | $61,706 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $6,591 |
| Other income received | 2011-09-30 | $-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 |
| 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 |