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CAMPBELL DENTAL GROUP CASH BALANCE PLAN 401k Plan overview

Plan NameCAMPBELL DENTAL GROUP CASH BALANCE PLAN
Plan identification number 002

CAMPBELL DENTAL GROUP CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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

ALEXA CARRARA DDS LLC DBA CAMPBELL DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ALEXA CARRARA DDS LLC DBA CAMPBELL DENTAL GROUP
Employer identification number (EIN):901034889
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL DENTAL GROUP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01ALEXA CARRARA2017-05-23 ALEXA CARRARA2017-05-23

Financial Data on CAMPBELL DENTAL GROUP CASH BALANCE PLAN

Measure Date Value
2025 : CAMPBELL DENTAL GROUP CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-170
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17691716
Net assets as of the end of the plan year2025-06-17747
Total assets as of the beginning of the plan year2025-06-17644442
Value of plan covered by a fidelity bond2025-06-1775000
Participant contributions to plan in this plan year2025-06-170
Other expenses paid from plan in this plan year2025-06-170
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-1748021
Plan net income in this plan year2025-06-17-643695
Net assets as of the end of the plan year2025-06-17747
Net assets as of the beginning of the plan year2025-06-17644442
Employer contributions to plan in this plan year2025-06-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-171500
2024 : CAMPBELL DENTAL GROUP CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-210
Total liabilities as of the end of the plan year2024-09-210
Total liabilities as of the beginning of the plan year2024-09-210
Total expenses incurred by plan in this plan year2024-09-213157
Net assets as of the end of the plan year2024-09-21644442
Total assets as of the beginning of the plan year2024-09-21566852
Value of plan covered by a fidelity bond2024-09-2175000
Participant contributions to plan in this plan year2024-09-210
Other expenses paid from plan in this plan year2024-09-210
Other contributions to plan in this plan year2024-09-210
Other income to plan in this plan year2024-09-2180747
Plan net income in this plan year2024-09-2177590
Net assets as of the end of the plan year2024-09-21644442
Net assets as of the beginning of the plan year2024-09-21566852
Employer contributions to plan in this plan year2024-09-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-213157

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