DAVID M. PETRARCA, DDS & SUNGYON BANG, DMD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN
401k plan membership statisitcs for PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 32 |
| Number of participants with account balances | 2022-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 30 |
| Number of participants with account balances | 2021-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 31 |
| Number of participants with account balances | 2020-01-01 | 31 |
| 2019: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 32 |
| Number of participants with account balances | 2019-01-01 | 32 |
| 2018: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 30 |
| Total participants | 2017-01-01 | 30 |
| Number of participants with account balances | 2017-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 31 |
| Total participants | 2016-01-01 | 31 |
| Number of participants with account balances | 2016-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Total participants | 2015-01-01 | 31 |
| Number of participants with account balances | 2015-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 33 |
| Total participants | 2014-01-01 | 33 |
| Number of participants with account balances | 2014-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 32 |
| Number of participants with account balances | 2013-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 29 |
| Number of participants with account balances | 2012-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 30 |
| Number of participants with account balances | 2011-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $759,565 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $542,201 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $523,281 |
| Total plan assets at end of year | 2023-12-31 | $4,224,160 |
| Total plan assets at beginning of year | 2023-12-31 | $4,006,796 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $111,745 |
| Other income received | 2023-12-31 | $462,657 |
| Net income (gross income less expenses) | 2023-12-31 | $217,364 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,224,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,006,796 |
| Assets. Value of participant loans | 2023-12-31 | $3,532 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $185,163 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,920 |
| 2022 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-388,557 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $17,822 |
| Total plan assets at end of year | 2022-12-31 | $4,006,796 |
| Total plan assets at beginning of year | 2022-12-31 | $4,413,175 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $99,061 |
| Other income received | 2022-12-31 | $-608,278 |
| Net income (gross income less expenses) | 2022-12-31 | $-406,379 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,006,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,413,175 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $120,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,822 |
| 2021 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $567,789 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $156,394 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $125,581 |
| Total plan assets at end of year | 2021-12-31 | $4,413,175 |
| Total plan assets at beginning of year | 2021-12-31 | $4,001,780 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $104,159 |
| Other income received | 2021-12-31 | $333,751 |
| Net income (gross income less expenses) | 2021-12-31 | $411,395 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,413,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,001,780 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $129,879 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $30,813 |
| 2020 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $629,303 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $26,984 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $11,332 |
| Total plan assets at end of year | 2020-12-31 | $4,001,780 |
| Total plan assets at beginning of year | 2020-12-31 | $3,399,461 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $91,737 |
| Other income received | 2020-12-31 | $421,230 |
| Net income (gross income less expenses) | 2020-12-31 | $602,319 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,001,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,399,461 |
| Assets. Value of participant loans | 2020-12-31 | $2,643 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $116,336 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,652 |
| 2019 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $748,837 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $86,686 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $81,670 |
| Total plan assets at end of year | 2019-12-31 | $3,399,461 |
| Total plan assets at beginning of year | 2019-12-31 | $2,737,310 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $89,629 |
| Other income received | 2019-12-31 | $534,905 |
| Net income (gross income less expenses) | 2019-12-31 | $662,151 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,399,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,737,310 |
| Assets. Value of participant loans | 2019-12-31 | $5,800 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $124,303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,016 |
| 2018 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $84,540 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,334,628 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,334,518 |
| Total plan assets at end of year | 2018-12-31 | $2,737,310 |
| Total plan assets at beginning of year | 2018-12-31 | $4,987,398 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $67,678 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-83,835 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,250,088 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,737,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,987,398 |
| Assets. Value of participant loans | 2018-12-31 | $20,506 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $100,697 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $110 |
| 2017 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,011,505 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $352,230 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $352,066 |
| Total plan assets at end of year | 2017-12-31 | $4,987,398 |
| Total plan assets at beginning of year | 2017-12-31 | $4,328,123 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $72,081 |
| Other income received | 2017-12-31 | $821,066 |
| Net income (gross income less expenses) | 2017-12-31 | $659,275 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,987,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,328,123 |
| Assets. Value of participant loans | 2017-12-31 | $21,269 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $118,358 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $164 |
| 2016 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $531,359 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $983 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $791 |
| Total plan assets at end of year | 2016-12-31 | $4,328,123 |
| Total plan assets at beginning of year | 2016-12-31 | $3,797,747 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $81,552 |
| Other income received | 2016-12-31 | $330,407 |
| Net income (gross income less expenses) | 2016-12-31 | $530,376 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,328,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,797,747 |
| Assets. Value of participant loans | 2016-12-31 | $34,824 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $119,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $192 |
| 2015 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $179,098 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,033,891 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,033,711 |
| Total plan assets at end of year | 2015-12-31 | $3,797,747 |
| Total plan assets at beginning of year | 2015-12-31 | $5,652,540 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $79,844 |
| Other income received | 2015-12-31 | $-21,257 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,854,793 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,797,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,652,540 |
| Assets. Value of participant loans | 2015-12-31 | $46,043 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $120,511 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $180 |
| 2014 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $571,055 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $63,578 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $63,450 |
| Total plan assets at end of year | 2014-12-31 | $5,652,540 |
| Total plan assets at beginning of year | 2014-12-31 | $5,145,063 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $72,458 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $394,349 |
| Net income (gross income less expenses) | 2014-12-31 | $507,477 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,652,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,145,063 |
| Assets. Value of participant loans | 2014-12-31 | $49,038 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $104,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $128 |
| 2013 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,191,729 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $532,302 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $532,156 |
| Total plan assets at end of year | 2013-12-31 | $5,145,063 |
| Total plan assets at beginning of year | 2013-12-31 | $4,485,636 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $79,187 |
| Other income received | 2013-12-31 | $1,010,653 |
| Net income (gross income less expenses) | 2013-12-31 | $659,427 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,145,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,485,636 |
| Assets. Value of participant loans | 2013-12-31 | $36,061 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $101,889 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $146 |
| 2012 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $745,255 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $158,018 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $152,894 |
| Total plan assets at end of year | 2012-12-31 | $4,485,636 |
| Total plan assets at beginning of year | 2012-12-31 | $3,898,399 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $76,105 |
| Other income received | 2012-12-31 | $546,640 |
| Net income (gross income less expenses) | 2012-12-31 | $587,237 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,485,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,898,399 |
| Assets. Value of participant loans | 2012-12-31 | $36,483 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $122,510 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,124 |
| 2011 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $113,473 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $38,779 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,302 |
| Total plan assets at end of year | 2011-12-31 | $3,898,399 |
| Total plan assets at beginning of year | 2011-12-31 | $3,823,705 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $75,091 |
| Other income received | 2011-12-31 | $-67,956 |
| Net income (gross income less expenses) | 2011-12-31 | $74,694 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,898,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,823,705 |
| Assets. Value of participant loans | 2011-12-31 | $30,008 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $106,338 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,477 |
| 2010 : PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $652,381 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $3,823,705 |
| Total plan assets at beginning of year | 2010-12-31 | $3,171,324 |
| Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,705 |
| Other income received | 2010-12-31 | $456,067 |
| Net income (gross income less expenses) | 2010-12-31 | $652,381 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,823,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,171,324 |
| Assets. Value of participant loans | 2010-12-31 | $25,063 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $115,609 |
| 2022: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETER B. GELLER, DDS & DAVID M. PETRARCA, DDS, PC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,923 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,923 | | Insurance broker organization code? | 4 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $6,524 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,524 | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $8,418 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,418 | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7,838 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,838 | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $6,917 | | Total amount of fees paid to insurance company | USD $42 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,917 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 42 | | Insurance broker name | T. ROWE PRICE ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 17549 |
| Policy instance | 1 |
| Insurance contract or identification number | 17549 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
