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CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST 401k Plan overview

Plan NameCATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST
Plan identification number 001

CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST Benefits

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

CATALINA PHAN DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CATALINA PHAN DENTAL CORPORATION
Employer identification number (EIN):451016768
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CATALINA PHAN DENTAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3354221

More information about CATALINA PHAN DENTAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CATALINA PHAN2024-07-27
0012022-01-01CATALINA PHAN2023-06-27
0012021-01-01CATALINA PHAN2022-10-14
0012020-01-01CATALINA PHAN2021-08-02
0012019-01-01CATALINA PHAN2020-07-01
0012018-01-01CATALINA PHAN2019-08-12
0012017-01-01CATALINA PHAN2018-08-06
0012016-01-01CATALINA PHAN2017-09-14
0012015-01-01CATALINA PHAN2016-07-25
0012014-01-01CATALINA PHAN2015-10-02 CATALINA PHAN2015-10-02
0012013-01-01CATALINA PHAN2014-07-30 CATALINA PHAN2014-07-30
0012012-05-01CATALINA PHAN2013-07-26 CATALINA PHAN2013-07-26

Financial Data on CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST

Measure Date Value
2025 : CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28614
Net assets as of the end of the plan year2025-07-28749852
Total assets as of the beginning of the plan year2025-07-28654387
Value of plan covered by a fidelity bond2025-07-280
Participant contributions to plan in this plan year2025-07-2815871
Value of participant loans at end of plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2877252
Plan net income in this plan year2025-07-2895465
Net assets as of the end of the plan year2025-07-28749852
Net assets as of the beginning of the plan year2025-07-28654387
Employer contributions to plan in this plan year2025-07-282956
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28614
2024 : CATALINA PHAN DENTAL CORPORATION RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-271723
Net assets as of the end of the plan year2024-07-27654387
Total assets as of the beginning of the plan year2024-07-27554712
Value of plan covered by a fidelity bond2024-07-270
Participant contributions to plan in this plan year2024-07-2715807
Value of participant loans at end of plan year2024-07-270
Other contributions to plan in this plan year2024-07-270
Other income to plan in this plan year2024-07-2781896
Plan net income in this plan year2024-07-2799675
Net assets as of the end of the plan year2024-07-27654387
Net assets as of the beginning of the plan year2024-07-27554712
Employer contributions to plan in this plan year2024-07-273695
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-27826

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