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CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST
Plan identification number 001

CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

CAMPTON SQUARE ORAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CAMPTON SQUARE ORAL SURGERY, P.C.
Employer identification number (EIN):208115115
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT GENUTIS2024-09-24
0012022-01-01SCOTT GENUTIS2023-09-07
0012021-01-01SCOTT GENUTIS2022-09-29
0012020-01-01SCOTT GENUTIS2021-06-09
0012019-01-01SCOTT GENUTIS2020-09-28
0012018-01-01SCOTT GENUTIS2019-08-29
0012017-01-01SCOTT GENUTIS
0012016-01-01SCOTT GENUTIS

Financial Data on CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST

Measure Date Value
2025 : CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0824711
Net assets as of the end of the plan year2025-10-081078307
Total assets as of the beginning of the plan year2025-10-08859886
Value of plan covered by a fidelity bond2025-10-08150000
Participant contributions to plan in this plan year2025-10-087290
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08229582
Plan net income in this plan year2025-10-08218421
Net assets as of the end of the plan year2025-10-081078307
Net assets as of the beginning of the plan year2025-10-08859886
Employer contributions to plan in this plan year2025-10-086260
Fees paid to broker by Benefit Provider2025-10-08614
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0810371
2024 : CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-2414025
Net assets as of the end of the plan year2024-09-24859886
Total assets as of the beginning of the plan year2024-09-24536943
Value of plan covered by a fidelity bond2024-09-2475000
Participant contributions to plan in this plan year2024-09-2457193
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-24128685
Other income to plan in this plan year2024-09-2495462
Plan net income in this plan year2024-09-24322943
Net assets as of the end of the plan year2024-09-24859886
Net assets as of the beginning of the plan year2024-09-24536943
Employer contributions to plan in this plan year2024-09-2455628
Fees paid to broker by Benefit Provider2024-09-24365
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-249526
2022 : CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-298426
Net assets as of the end of the plan year2022-09-29515779
Total assets as of the beginning of the plan year2022-09-29430982
Value of plan covered by a fidelity bond2022-09-2975000
Participant contributions to plan in this plan year2022-09-2918615
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-2963789
Plan net income in this plan year2022-09-2984797
Net assets as of the end of the plan year2022-09-29515779
Net assets as of the beginning of the plan year2022-09-29430982
Employer contributions to plan in this plan year2022-09-2910819
Fees paid to broker by Benefit Provider2022-09-29235
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-298426
2017 : CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$88,816
Expenses. Total of all expenses incurred2017-12-31$366
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$126,950
Total plan assets at beginning of year2017-12-31$38,500
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$42,432
Expenses. Other expenses not covered elsewhere2017-12-31$366
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$439
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$88,450
Net plan assets at end of year (total assets less liabilities)2017-12-31$126,950
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$38,500
Total contributions received or receivable from employer(s)2017-12-31$45,945
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$38,500
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$38,500
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$0
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$38,500
Net plan assets at end of year (total assets less liabilities)2016-12-31$38,500
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$38,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST

2017: CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128946
Policy instance 1

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