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CAPEHART FAMILY DENTISTRY 401(K) PLAN 401k Plan overview

Plan NameCAPEHART FAMILY DENTISTRY 401(K) PLAN
Plan identification number 001

CAPEHART FAMILY DENTISTRY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

CAPEHART FAMILY DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:CAPEHART FAMILY DENTISTRY
Employer identification number (EIN):202172111
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPEHART FAMILY DENTISTRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Plan Statistics for CAPEHART FAMILY DENTISTRY 401(K) PLAN

401k plan membership statisitcs for CAPEHART FAMILY DENTISTRY 401(K) PLAN

Measure Date Value
2024: CAPEHART FAMILY DENTISTRY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-12-2033
Total number of particpants at end of year2024-12-200
Number of Participants With Account Balances2024-12-200
Total number of particpants at beginning of year2024-05-1036
Total number of particpants at end of year2024-05-1033
Number of Participants With Account Balances2024-05-1021
2022: CAPEHART FAMILY DENTISTRY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-3031
Total number of particpants at end of year2022-09-3035
Number of Participants With Account Balances2022-09-3024

Financial Data on CAPEHART FAMILY DENTISTRY 401(K) PLAN

Measure Date Value
2024 : CAPEHART FAMILY DENTISTRY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-201051422
Net assets as of the end of the plan year2024-12-200
Total assets as of the beginning of the plan year2024-12-20928843
Value of plan covered by a fidelity bond2024-12-20100000
Participant contributions to plan in this plan year2024-12-2033027
Value of participant loans at end of plan year2024-12-200
Other income to plan in this plan year2024-12-2073395
Plan net income in this plan year2024-12-20-928843
Net assets as of the end of the plan year2024-12-200
Net assets as of the beginning of the plan year2024-12-20928843
Employer contributions to plan in this plan year2024-12-2016157
Total expenses incurred by plan in this plan year2024-05-1068016
Net assets as of the end of the plan year2024-05-10928843
Total assets as of the beginning of the plan year2024-05-10711502
Value of plan covered by a fidelity bond2024-05-10100000
Participant contributions to plan in this plan year2024-05-10100177
Value of participant loans at end of plan year2024-05-1032496
Other income to plan in this plan year2024-05-10131854
Plan net income in this plan year2024-05-10217341
Net assets as of the end of the plan year2024-05-10928843
Net assets as of the beginning of the plan year2024-05-10711502
Employer contributions to plan in this plan year2024-05-1053326
2022 : CAPEHART FAMILY DENTISTRY 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-30255
Net assets as of the end of the plan year2022-09-30806733
Total assets as of the beginning of the plan year2022-09-30529538
Value of plan covered by a fidelity bond2022-09-3052951
Participant contributions to plan in this plan year2022-09-30112807
Value of participant loans at end of plan year2022-09-302781
Other contributions to plan in this plan year2022-09-309681
Other income to plan in this plan year2022-09-3090981
Plan net income in this plan year2022-09-30277195
Net assets as of the end of the plan year2022-09-30806733
Net assets as of the beginning of the plan year2022-09-30529538
Employer contributions to plan in this plan year2022-09-3063981

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