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CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 401k Plan overview

Plan NameCAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST
Plan identification number 001

CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CAMELBACK PED DENTISTRY & ORTHO PLC has sponsored the creation of one or more 401k plans.

Company Name:CAMELBACK PED DENTISTRY & ORTHO PLC
Employer identification number (EIN):200902280
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012023-01-01
0012023-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012022-01-01
0012022-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012021-01-01
0012021-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012020-01-01
0012019-01-01
0012018-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012017-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012016-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012015-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012014-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012013-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012012-01-01ROBERT M. MIRABELLI, D.M.D. M.S.D.
0012011-01-01ROBERT M MIRABELLI DMD MSD
0012010-01-01ROBERT M MIRABELLI DMD MSD
0012009-01-01ROBERT M MIRABELLI DMD MSD

Financial Data on 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 sources2024-01-01$11,080
Expenses. Total of all expenses incurred2024-01-01$1,542,667
Benefits paid (including direct rollovers)2024-01-01$1,540,886
Total plan assets at end of year2024-01-01$0
Total plan assets at beginning of year2024-01-01$1,531,587
Value of fidelity bond covering the plan2024-01-01$155,000
Expenses. Other expenses not covered elsewhere2024-01-01$1,781
Other income received2024-01-01$11,080
Net income (gross income less expenses)2024-01-01$-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 sources2023-12-31$166,209
Expenses. Total of all expenses incurred2023-12-31$170,611
Benefits paid (including direct rollovers)2023-12-31$158,648
Total plan assets at end of year2023-12-31$1,531,587
Total plan assets at beginning of year2023-12-31$1,535,989
Value of fidelity bond covering the plan2023-12-31$155,000
Expenses. Other expenses not covered elsewhere2023-12-31$11,963
Other income received2023-12-31$166,209
Net income (gross income less expenses)2023-12-31$-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$1,535,989
2022 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-120,573
Expenses. Total of all expenses incurred2022-12-31$143,073
Benefits paid (including direct rollovers)2022-12-31$130,654
Total plan assets at end of year2022-12-31$1,535,989
Total plan assets at beginning of year2022-12-31$1,799,635
Value of fidelity bond covering the plan2022-12-31$160,000
Total contributions received or receivable from participants2022-12-31$59,986
Expenses. Other expenses not covered elsewhere2022-12-31$12,419
Other income received2022-12-31$-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 sources2021-12-31$297,077
Expenses. Total of all expenses incurred2021-12-31$77,326
Benefits paid (including direct rollovers)2021-12-31$62,788
Total plan assets at end of year2021-12-31$1,799,635
Total plan assets at beginning of year2021-12-31$1,579,884
Value of fidelity bond covering the plan2021-12-31$180,000
Total contributions received or receivable from participants2021-12-31$77,176
Expenses. Other expenses not covered elsewhere2021-12-31$14,538
Other income received2021-12-31$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 year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$271,786
Expenses. Total of all expenses incurred2020-12-31$59,431
Benefits paid (including direct rollovers)2020-12-31$48,647
Total plan assets at end of year2020-12-31$1,579,882
Total plan assets at beginning of year2020-12-31$1,367,527
Value of fidelity bond covering the plan2020-12-31$160,000
Total contributions received or receivable from participants2020-12-31$72,279
Expenses. Other expenses not covered elsewhere2020-12-31$10,784
Other income received2020-12-31$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 loans2020-12-31$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 year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$287,155
Expenses. Total of all expenses incurred2019-12-31$41,668
Benefits paid (including direct rollovers)2019-12-31$30,514
Total plan assets at end of year2019-12-31$1,367,527
Total plan assets at beginning of year2019-12-31$1,122,040
Value of fidelity bond covering the plan2019-12-31$140,000
Total contributions received or receivable from participants2019-12-31$70,718
Expenses. Other expenses not covered elsewhere2019-12-31$11,154
Other income received2019-12-31$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 loans2019-12-31$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 year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$9,815
Expenses. Total of all expenses incurred2018-12-31$9,555
Total plan assets at end of year2018-12-31$1,122,036
Total plan assets at beginning of year2018-12-31$1,121,776
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$50,943
Expenses. Other expenses not covered elsewhere2018-12-31$9,555
Other income received2018-12-31$-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 loans2018-12-31$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 sources2017-12-31$231,786
Expenses. Total of all expenses incurred2017-12-31$9,787
Total plan assets at end of year2017-12-31$1,121,776
Total plan assets at beginning of year2017-12-31$899,777
Value of fidelity bond covering the plan2017-12-31$115,000
Total contributions received or receivable from participants2017-12-31$47,216
Expenses. Other expenses not covered elsewhere2017-12-31$9,787
Other income received2017-12-31$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 loans2017-12-31$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 sources2016-12-31$118,373
Expenses. Total of all expenses incurred2016-12-31$7,767
Total plan assets at end of year2016-12-31$899,780
Total plan assets at beginning of year2016-12-31$789,174
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$46,139
Expenses. Other expenses not covered elsewhere2016-12-31$7,767
Other income received2016-12-31$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 sources2015-12-31$89,982
Expenses. Total of all expenses incurred2015-12-31$5,897
Total plan assets at end of year2015-12-31$789,175
Total plan assets at beginning of year2015-12-31$705,090
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$42,160
Expenses. Other expenses not covered elsewhere2015-12-31$5,897
Other income received2015-12-31$-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 sources2014-12-31$137,878
Expenses. Total of all expenses incurred2014-12-31$1,338
Benefits paid (including direct rollovers)2014-12-31$125
Total plan assets at end of year2014-12-31$705,090
Total plan assets at beginning of year2014-12-31$568,550
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$39,739
Expenses. Other expenses not covered elsewhere2014-12-31$1,213
Other income received2014-12-31$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 year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$165,651
Expenses. Total of all expenses incurred2013-12-31$8,893
Benefits paid (including direct rollovers)2013-12-31$8,122
Total plan assets at end of year2013-12-31$568,550
Total plan assets at beginning of year2013-12-31$411,792
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$38,164
Expenses. Other expenses not covered elsewhere2013-12-31$771
Other income received2013-12-31$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 year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$138,777
Total plan assets at end of year2012-12-31$411,790
Total plan assets at beginning of year2012-12-31$273,013
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$37,839
Other income received2012-12-31$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 sources2011-12-31$109,017
Expenses. Total of all expenses incurred2011-12-31$9,759
Benefits paid (including direct rollovers)2011-12-31$9,759
Total plan assets at end of year2011-12-31$273,011
Total plan assets at beginning of year2011-12-31$173,753
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$36,393
Other income received2011-12-31$-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 year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$73,056
Expenses. Total of all expenses incurred2010-12-31$4,713
Benefits paid (including direct rollovers)2010-12-31$4,713
Total plan assets at end of year2010-12-31$173,755
Total plan assets at beginning of year2010-12-31$105,412
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$35,950
Other income received2010-12-31$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 year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST

2023: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAMELBACK PEDIATRIC DENTISTRY & ORTHODONTICS, PLC 401K PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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