401k Plan data: JOSEPH SANTELLI, DDS, P.C. 401K PLAN plan

JOSEPH SANTELLI, DDS, P.C. 401K PLAN 401k Plan overview

Plan Name	JOSEPH SANTELLI, DDS, P.C. 401K PLAN
Plan identification number	001

JOSEPH SANTELLI, DDS, P.C. 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
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

JOSEPH SANTELLI, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH SANTELLI, DDS, PC

Employer identification number (EIN): 042681035

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH SANTELLI, DDS, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOSEPH SANTELLI 2016-08-29
001 2015-01-01 JOSEPH SANTELLI 2016-05-11
001 2014-01-01 JOSEPH SANTELLI 2015-07-24
001 2013-01-01 JOSEPH SANTELLI
001 2012-01-01 JOSEPH SANTELLI
001 2011-01-01 JOSEPH SANTELLI
001 2010-01-01 JOSEPH SANTELLI 2011-04-04 JOSEPH SANTELLI 2011-04-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOSEPH SANTELLI	2016-08-29
001	2015-01-01	JOSEPH SANTELLI	2016-05-11
001	2014-01-01	JOSEPH SANTELLI	2015-07-24
001	2013-01-01	JOSEPH SANTELLI
001	2012-01-01	JOSEPH SANTELLI
001	2011-01-01	JOSEPH SANTELLI
001	2010-01-01	JOSEPH SANTELLI	2011-04-04	JOSEPH SANTELLI	2011-04-04

Plan Statistics for JOSEPH SANTELLI, DDS, P.C. 401K PLAN

401k plan membership statisitcs for JOSEPH SANTELLI, DDS, P.C. 401K PLAN

Measure Date Value
2013: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JOSEPH SANTELLI, DDS, P.C. 401K PLAN

Measure	Date	Value
2013 : JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$224,595
Total plan assets at end of year	2013-12-31	$3,215,323
Total plan assets at beginning of year	2013-12-31	$2,990,728
Value of fidelity bond covering the plan	2013-12-31	$330,000
Total contributions received or receivable from participants	2013-12-31	$48,400
Other income received	2013-12-31	$113,250
Net income (gross income less expenses)	2013-12-31	$224,595
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,215,323
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,990,728
Total contributions received or receivable from employer(s)	2013-12-31	$62,945
2012 : JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,801,105
Total plan assets at end of year	2012-12-31	$2,990,728
Total plan assets at beginning of year	2012-12-31	$189,623
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$47,400
Contributions received from other sources (not participants or employers)	2012-12-31	$2,538,568
Other income received	2012-12-31	$165,916
Net income (gross income less expenses)	2012-12-31	$2,801,105
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,990,728
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$189,623
Total contributions received or receivable from employer(s)	2012-12-31	$49,221
2011 : JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$79,342
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$189,623
Total plan assets at beginning of year	2011-12-31	$110,281
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$45,620
Other income received	2011-12-31	$19,068
Net income (gross income less expenses)	2011-12-31	$79,342
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$189,623
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$110,281
Total contributions received or receivable from employer(s)	2011-12-31	$14,654

Form 5500 Responses for JOSEPH SANTELLI, DDS, P.C. 401K PLAN

2013: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH SANTELLI, DDS, P.C. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH SANTELLI, DDS, P.C. 401K 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 - Trust	Yes

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Company Name:	JOSEPH SANTELLI, DDS, PC
Employer identification number (EIN):	042681035
NAIC Classification:	621210
NAIC Description:	Offices of Dentists