?>
Logo

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN
Plan identification number 003

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CARBON ORAL SURGERY ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:CARBON ORAL SURGERY ASSOCIATES PC
Employer identification number (EIN):222301622
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-04-01
0032021-04-01
0032020-04-01
0032019-04-01
0032019-04-01
0032018-04-01
0032017-04-01JOHN MCLAUGHLIN
0032016-04-01JOHN MCLAUGHLIN
0032015-04-01JOHN MCLAUGHLIN
0032014-04-01JOHN MCLAUGHLIN
0032013-04-01JOHN MCLAUGHLIN
0032012-04-01JOHN MCLAUGHLIN
0032011-04-01JOHN MCLAUGHLIN
0032009-04-01JOHN MCLAUGHLIN

Plan Statistics for CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Measure Date Value
2022: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-015
Total number of active participants reported on line 7a of the Form 55002022-04-015
Total of all active and inactive participants2022-04-015
Total participants2022-04-015
Number of participants with account balances2022-04-010
2021: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-016
Total number of active participants reported on line 7a of the Form 55002021-04-015
Total of all active and inactive participants2021-04-015
Total participants2021-04-015
Number of participants with account balances2021-04-010
2020: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-018
Total number of active participants reported on line 7a of the Form 55002020-04-016
Number of other retired or separated participants entitled to future benefits2020-04-011
Total of all active and inactive participants2020-04-017
Total participants2020-04-017
Number of participants with account balances2020-04-017
2019: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-016
Total number of active participants reported on line 7a of the Form 55002019-04-016
Total of all active and inactive participants2019-04-016
Total participants2019-04-016
Number of participants with account balances2019-04-016
2018: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-017
Total number of active participants reported on line 7a of the Form 55002018-04-016
Number of other retired or separated participants entitled to future benefits2018-04-011
Total of all active and inactive participants2018-04-017
Total participants2018-04-017
2017: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-017
Total number of active participants reported on line 7a of the Form 55002017-04-017
Total of all active and inactive participants2017-04-017
Total participants2017-04-017
2016: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-010
Total of all active and inactive participants2016-04-010
Total participants2016-04-010
2015: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-010
Total of all active and inactive participants2015-04-010
Total participants2015-04-010
2014: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-019
Total number of active participants reported on line 7a of the Form 55002014-04-019
Total of all active and inactive participants2014-04-019
Total participants2014-04-019
2013: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-019
Total number of active participants reported on line 7a of the Form 55002013-04-019
Total of all active and inactive participants2013-04-019
Total participants2013-04-019
2012: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-019
Total number of active participants reported on line 7a of the Form 55002012-04-019
Total of all active and inactive participants2012-04-019
Total participants2012-04-019
2011: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0111
Total number of active participants reported on line 7a of the Form 55002011-04-019
Total of all active and inactive participants2011-04-019
Total participants2011-04-019
Number of participants with account balances2011-04-019
2009: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-019
Total number of active participants reported on line 7a of the Form 55002009-04-0110
Total of all active and inactive participants2009-04-0110
Total participants2009-04-0110

Financial Data on CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Measure Date Value
2023 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-03-31$-26,253
Total plan assets at end of year2023-03-31$687,511
Total plan assets at beginning of year2023-03-31$713,764
Total contributions received or receivable from participants2023-03-31$21,918
Other income received2023-03-31$-48,171
Net income (gross income less expenses)2023-03-31$-26,253
Net plan assets at end of year (total assets less liabilities)2023-03-31$687,511
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$713,764
2022 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-03-31$51,841
Expenses. Total of all expenses incurred2022-03-31$382,479
Benefits paid (including direct rollovers)2022-03-31$378,137
Total plan assets at end of year2022-03-31$713,764
Total plan assets at beginning of year2022-03-31$1,044,402
Total contributions received or receivable from participants2022-03-31$21,918
Expenses. Other expenses not covered elsewhere2022-03-31$4,342
Other income received2022-03-31$29,923
Net income (gross income less expenses)2022-03-31$-330,638
Net plan assets at end of year (total assets less liabilities)2022-03-31$713,764
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$1,044,402
Funding deficiency by the employer to the plan for this plan year2022-03-31$0
Minimum employer required contribution for this plan year2022-03-31$0
Amount contributed by the employer to the plan for this plan year2022-03-31$0
2021 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-03-31$310,379
Expenses. Total of all expenses incurred2021-03-31$43,924
Benefits paid (including direct rollovers)2021-03-31$38,295
Total plan assets at end of year2021-03-31$1,044,402
Total plan assets at beginning of year2021-03-31$777,947
Total contributions received or receivable from participants2021-03-31$22,178
Expenses. Other expenses not covered elsewhere2021-03-31$5,629
Other income received2021-03-31$288,201
Net income (gross income less expenses)2021-03-31$266,455
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,044,402
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$777,947
Funding deficiency by the employer to the plan for this plan year2021-03-31$0
Minimum employer required contribution for this plan year2021-03-31$0
Amount contributed by the employer to the plan for this plan year2021-03-31$0
2020 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-03-31$-43,995
Expenses. Total of all expenses incurred2020-03-31$7,559
Benefits paid (including direct rollovers)2020-03-31$1,504
Total plan assets at end of year2020-03-31$777,947
Total plan assets at beginning of year2020-03-31$829,501
Total contributions received or receivable from participants2020-03-31$22,178
Expenses. Other expenses not covered elsewhere2020-03-31$6,055
Other income received2020-03-31$-66,173
Net income (gross income less expenses)2020-03-31$-51,554
Net plan assets at end of year (total assets less liabilities)2020-03-31$777,947
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$829,501
2019 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2019 401k financial data
Funding deficiency by the employer to the plan for this plan year2019-03-31$0
Minimum employer required contribution for this plan year2019-03-31$0
Amount contributed by the employer to the plan for this plan year2019-03-31$0
2018 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-03-31$91,719
Total plan assets at end of year2018-03-31$763,948
Total plan assets at beginning of year2018-03-31$672,229
Value of fidelity bond covering the plan2018-03-31$80,000
Total contributions received or receivable from participants2018-03-31$42,096
Other income received2018-03-31$49,623
Net income (gross income less expenses)2018-03-31$91,719
Net plan assets at end of year (total assets less liabilities)2018-03-31$763,948
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$672,229
Funding deficiency by the employer to the plan for this plan year2018-03-31$0
Minimum employer required contribution for this plan year2018-03-31$0
Amount contributed by the employer to the plan for this plan year2018-03-31$0
2017 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-03-31$101,983
Expenses. Total of all expenses incurred2017-03-31$73,599
Benefits paid (including direct rollovers)2017-03-31$73,599
Total plan assets at end of year2017-03-31$672,229
Total plan assets at beginning of year2017-03-31$643,845
Total contributions received or receivable from participants2017-03-31$41,640
Other income received2017-03-31$60,343
Net income (gross income less expenses)2017-03-31$28,384
Net plan assets at end of year (total assets less liabilities)2017-03-31$672,229
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$643,845
2016 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-03-31$35,087
Expenses. Total of all expenses incurred2016-03-31$12,066
Benefits paid (including direct rollovers)2016-03-31$7,135
Total plan assets at end of year2016-03-31$643,845
Total plan assets at beginning of year2016-03-31$620,824
Total contributions received or receivable from participants2016-03-31$45,540
Expenses. Other expenses not covered elsewhere2016-03-31$4,931
Other income received2016-03-31$-10,453
Net income (gross income less expenses)2016-03-31$23,021
Net plan assets at end of year (total assets less liabilities)2016-03-31$643,845
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$620,824
Funding deficiency by the employer to the plan for this plan year2016-03-31$0
Minimum employer required contribution for this plan year2016-03-31$0
Amount contributed by the employer to the plan for this plan year2016-03-31$0
2015 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-03-31$81,848
Expenses. Total of all expenses incurred2015-03-31$6,000
Benefits paid (including direct rollovers)2015-03-31$6,000
Total plan assets at end of year2015-03-31$620,824
Total plan assets at beginning of year2015-03-31$544,976
Total contributions received or receivable from participants2015-03-31$50,730
Other income received2015-03-31$31,118
Net income (gross income less expenses)2015-03-31$75,848
Net plan assets at end of year (total assets less liabilities)2015-03-31$620,824
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$544,976
Funding deficiency by the employer to the plan for this plan year2015-03-31$0
Minimum employer required contribution for this plan year2015-03-31$0
Amount contributed by the employer to the plan for this plan year2015-03-31$0
2014 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-03-31$117,320
Total plan assets at end of year2014-03-31$544,976
Total plan assets at beginning of year2014-03-31$427,656
Total contributions received or receivable from participants2014-03-31$47,190
Other income received2014-03-31$70,130
Net income (gross income less expenses)2014-03-31$117,320
Net plan assets at end of year (total assets less liabilities)2014-03-31$544,976
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$427,656
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
2013 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-03-31$90,675
Total plan assets at end of year2013-03-31$427,656
Total plan assets at beginning of year2013-03-31$336,981
Total contributions received or receivable from participants2013-03-31$47,620
Other income received2013-03-31$43,055
Net income (gross income less expenses)2013-03-31$90,675
Net plan assets at end of year (total assets less liabilities)2013-03-31$427,656
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$336,981
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
2012 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-03-31$56,032
Expenses. Total of all expenses incurred2012-03-31$36,114
Benefits paid (including direct rollovers)2012-03-31$36,114
Total plan assets at end of year2012-03-31$336,981
Total plan assets at beginning of year2012-03-31$317,063
Total contributions received or receivable from participants2012-03-31$48,295
Other income received2012-03-31$7,737
Net income (gross income less expenses)2012-03-31$19,918
Net plan assets at end of year (total assets less liabilities)2012-03-31$336,981
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$317,063
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
2011 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-03-31$141,918
Total plan assets at end of year2011-03-31$317,063
Total plan assets at beginning of year2011-03-31$175,145
Total contributions received or receivable from participants2011-03-31$49,380
Contributions received from other sources (not participants or employers)2011-03-31$65,939
Other income received2011-03-31$26,599
Net income (gross income less expenses)2011-03-31$141,918
Net plan assets at end of year (total assets less liabilities)2011-03-31$317,063
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$175,145
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
2010 : CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

2022: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3