CAMELBACK PED DENTISTRY & ORTHO PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2024 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $11,080 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,542,667 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,540,886 |
| Total plan assets at end of year | 2024-01-01 | $0 |
| Total plan assets at beginning of year | 2024-01-01 | $1,531,587 |
| Value of fidelity bond covering the plan | 2024-01-01 | $155,000 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $1,781 |
| Other income received | 2024-01-01 | $11,080 |
| Net income (gross income less expenses) | 2024-01-01 | $-1,531,587 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,531,587 |
| 2023 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $166,209 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $170,611 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $158,648 |
| Total plan assets at end of year | 2023-12-31 | $1,531,587 |
| Total plan assets at beginning of year | 2023-12-31 | $1,535,989 |
| Value of fidelity bond covering the plan | 2023-12-31 | $155,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $11,963 |
| Other income received | 2023-12-31 | $166,209 |
| Net income (gross income less expenses) | 2023-12-31 | $-4,402 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,531,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,535,989 |
| 2022 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-120,573 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $143,073 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $130,654 |
| Total plan assets at end of year | 2022-12-31 | $1,535,989 |
| Total plan assets at beginning of year | 2022-12-31 | $1,799,635 |
| Value of fidelity bond covering the plan | 2022-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $59,986 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $12,419 |
| Other income received | 2022-12-31 | $-220,074 |
| Net income (gross income less expenses) | 2022-12-31 | $-263,646 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,535,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,799,635 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $39,515 |
| 2021 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $297,077 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $77,326 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $62,788 |
| Total plan assets at end of year | 2021-12-31 | $1,799,635 |
| Total plan assets at beginning of year | 2021-12-31 | $1,579,884 |
| Value of fidelity bond covering the plan | 2021-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $77,176 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $14,538 |
| Other income received | 2021-12-31 | $172,126 |
| Net income (gross income less expenses) | 2021-12-31 | $219,751 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,799,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,579,884 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $47,775 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $271,786 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $59,431 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $48,647 |
| Total plan assets at end of year | 2020-12-31 | $1,579,882 |
| Total plan assets at beginning of year | 2020-12-31 | $1,367,527 |
| Value of fidelity bond covering the plan | 2020-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $72,279 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $10,784 |
| Other income received | 2020-12-31 | $154,226 |
| Net income (gross income less expenses) | 2020-12-31 | $212,355 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,579,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,367,527 |
| Assets. Value of participant loans | 2020-12-31 | $9,513 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $45,281 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $287,155 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $41,668 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $30,514 |
| Total plan assets at end of year | 2019-12-31 | $1,367,527 |
| Total plan assets at beginning of year | 2019-12-31 | $1,122,040 |
| Value of fidelity bond covering the plan | 2019-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $70,718 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $11,154 |
| Other income received | 2019-12-31 | $175,055 |
| Net income (gross income less expenses) | 2019-12-31 | $245,487 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,367,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,122,040 |
| Assets. Value of participant loans | 2019-12-31 | $18,949 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $41,382 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $9,815 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,555 |
| Total plan assets at end of year | 2018-12-31 | $1,122,036 |
| Total plan assets at beginning of year | 2018-12-31 | $1,121,776 |
| Value of fidelity bond covering the plan | 2018-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $50,943 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $9,555 |
| Other income received | 2018-12-31 | $-74,676 |
| Net income (gross income less expenses) | 2018-12-31 | $260 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,122,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,121,776 |
| Assets. Value of participant loans | 2018-12-31 | $8,946 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $33,548 |
| 2017 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $231,786 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,787 |
| Total plan assets at end of year | 2017-12-31 | $1,121,776 |
| Total plan assets at beginning of year | 2017-12-31 | $899,777 |
| Value of fidelity bond covering the plan | 2017-12-31 | $115,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $47,216 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $9,787 |
| Other income received | 2017-12-31 | $123,739 |
| Net income (gross income less expenses) | 2017-12-31 | $221,999 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,121,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $899,777 |
| Assets. Value of participant loans | 2017-12-31 | $5,922 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $60,831 |
| 2016 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $118,373 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,767 |
| Total plan assets at end of year | 2016-12-31 | $899,780 |
| Total plan assets at beginning of year | 2016-12-31 | $789,174 |
| Value of fidelity bond covering the plan | 2016-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $46,139 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $7,767 |
| Other income received | 2016-12-31 | $49,353 |
| Net income (gross income less expenses) | 2016-12-31 | $110,606 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $899,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $789,174 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $22,881 |
| 2015 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $89,982 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,897 |
| Total plan assets at end of year | 2015-12-31 | $789,175 |
| Total plan assets at beginning of year | 2015-12-31 | $705,090 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $42,160 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,897 |
| Other income received | 2015-12-31 | $-10,525 |
| Net income (gross income less expenses) | 2015-12-31 | $84,085 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $789,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,090 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $58,347 |
| 2014 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $137,878 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,338 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $125 |
| Total plan assets at end of year | 2014-12-31 | $705,090 |
| Total plan assets at beginning of year | 2014-12-31 | $568,550 |
| Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $39,739 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,213 |
| Other income received | 2014-12-31 | $8,916 |
| Net income (gross income less expenses) | 2014-12-31 | $136,540 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $705,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $568,550 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $89,223 |
| 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 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $165,651 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,893 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $8,122 |
| Total plan assets at end of year | 2013-12-31 | $568,550 |
| Total plan assets at beginning of year | 2013-12-31 | $411,792 |
| Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $38,164 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $771 |
| Other income received | 2013-12-31 | $49,412 |
| Net income (gross income less expenses) | 2013-12-31 | $156,758 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $568,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $411,792 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $78,075 |
| 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 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $138,777 |
| Total plan assets at end of year | 2012-12-31 | $411,790 |
| Total plan assets at beginning of year | 2012-12-31 | $273,013 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $37,839 |
| Other income received | 2012-12-31 | $22,488 |
| Net income (gross income less expenses) | 2012-12-31 | $138,777 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $411,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $273,013 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $78,450 |
| 2011 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,017 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,759 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $9,759 |
| Total plan assets at end of year | 2011-12-31 | $273,011 |
| Total plan assets at beginning of year | 2011-12-31 | $173,753 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $36,393 |
| Other income received | 2011-12-31 | $-6,645 |
| Net income (gross income less expenses) | 2011-12-31 | $99,258 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $273,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $173,753 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $79,269 |
| 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 |
| 2010 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $73,056 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,713 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,713 |
| Total plan assets at end of year | 2010-12-31 | $173,755 |
| Total plan assets at beginning of year | 2010-12-31 | $105,412 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $35,950 |
| Other income received | 2010-12-31 | $10,686 |
| Net income (gross income less expenses) | 2010-12-31 | $68,343 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $173,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $105,412 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,420 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |