Logo

FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameFRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN
Plan identification number 002

FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • 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

FRANK J. BALBOA, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:FRANK J. BALBOA, DMD, PC
Employer identification number (EIN):042726138
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-10-01FRANK J. BALBOA2021-07-13
0022019-10-01FRANK J. BALBOA
0022018-10-01FRANK J. BALBOA2020-02-12
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01
0022012-10-01FRANK J. BALBOA
0022011-10-01FRANK J. BALBOA
0022009-10-01FRANK J. BALBOA

Plan Statistics for FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN

401k plan membership statisitcs for FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN

Measure Date Value
2020: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Total participants2020-10-010
2019: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-012
Total number of active participants reported on line 7a of the Form 55002019-10-012
Number of other retired or separated participants entitled to future benefits2019-10-012
Total of all active and inactive participants2019-10-014
Total participants2019-10-014
2018: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012
Total number of active participants reported on line 7a of the Form 55002018-10-012
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-014
Total participants2018-10-014
2017: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-012
Total number of active participants reported on line 7a of the Form 55002017-10-012
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-014
Total participants2017-10-014
2016: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-012
Total of all active and inactive participants2016-10-012
Total participants2016-10-012
2015: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-012
Total of all active and inactive participants2015-10-012
Total participants2015-10-012
2014: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
2013: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012
Total number of active participants reported on line 7a of the Form 55002013-10-012
Total of all active and inactive participants2013-10-012
Total participants2013-10-012
2012: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012
Total number of active participants reported on line 7a of the Form 55002012-10-012
Total of all active and inactive participants2012-10-012
Total participants2012-10-012
2011: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-012
Total number of active participants reported on line 7a of the Form 55002011-10-012
Total of all active and inactive participants2011-10-012
Total participants2011-10-012
2009: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-012
Total number of active participants reported on line 7a of the Form 55002009-10-012
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN

Measure Date Value
2021 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-07-06$41,122
Expenses. Total of all expenses incurred2021-07-06$254,044
Benefits paid (including direct rollovers)2021-07-06$254,044
Total plan assets at end of year2021-07-06$0
Total plan assets at beginning of year2021-07-06$212,922
Other income received2021-07-06$41,122
Net income (gross income less expenses)2021-07-06$-212,922
Net plan assets at end of year (total assets less liabilities)2021-07-06$0
Net plan assets at beginning of year (total assets less liabilities)2021-07-06$212,922
2020 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$14,683
Total plan assets at end of year2020-09-30$212,922
Total plan assets at beginning of year2020-09-30$198,239
Other income received2020-09-30$14,683
Net income (gross income less expenses)2020-09-30$14,683
Net plan assets at end of year (total assets less liabilities)2020-09-30$212,922
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$198,239
2019 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$12,402
Total plan assets at end of year2019-09-30$198,239
Total plan assets at beginning of year2019-09-30$185,837
Other income received2019-09-30$12,402
Net income (gross income less expenses)2019-09-30$12,402
Net plan assets at end of year (total assets less liabilities)2019-09-30$198,239
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$185,837
2018 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$21,809
Total plan assets at end of year2018-09-30$185,837
Total plan assets at beginning of year2018-09-30$164,028
Other income received2018-09-30$16,009
Net income (gross income less expenses)2018-09-30$21,809
Net plan assets at end of year (total assets less liabilities)2018-09-30$185,837
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$164,028
Total contributions received or receivable from employer(s)2018-09-30$5,800
2017 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$26,779
Total plan assets at end of year2017-09-30$164,028
Total plan assets at beginning of year2017-09-30$137,249
Other income received2017-09-30$15,979
Net income (gross income less expenses)2017-09-30$26,779
Net plan assets at end of year (total assets less liabilities)2017-09-30$164,028
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$137,249
Total contributions received or receivable from employer(s)2017-09-30$10,800
2016 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$16,707
Total plan assets at end of year2016-09-30$137,249
Total plan assets at beginning of year2016-09-30$120,542
Other income received2016-09-30$4,907
Net income (gross income less expenses)2016-09-30$16,707
Net plan assets at end of year (total assets less liabilities)2016-09-30$137,249
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$120,542
Total contributions received or receivable from employer(s)2016-09-30$11,800
2015 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$9,256
Total plan assets at end of year2015-09-30$120,542
Total plan assets at beginning of year2015-09-30$111,286
Other income received2015-09-30$-1,744
Net income (gross income less expenses)2015-09-30$9,256
Net plan assets at end of year (total assets less liabilities)2015-09-30$120,542
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$111,286
Total contributions received or receivable from employer(s)2015-09-30$11,000
2014 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$20,644
Total plan assets at end of year2014-09-30$111,286
Total plan assets at beginning of year2014-09-30$90,642
Other income received2014-09-30$8,644
Net income (gross income less expenses)2014-09-30$20,644
Net plan assets at end of year (total assets less liabilities)2014-09-30$111,286
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$90,642
Total contributions received or receivable from employer(s)2014-09-30$12,000
2013 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$20,341
Total plan assets at end of year2013-09-30$90,642
Total plan assets at beginning of year2013-09-30$70,301
Other income received2013-09-30$8,341
Net income (gross income less expenses)2013-09-30$20,341
Net plan assets at end of year (total assets less liabilities)2013-09-30$90,642
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$70,301
Total contributions received or receivable from employer(s)2013-09-30$12,000
2012 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$17,806
Total plan assets at end of year2012-09-30$70,301
Total plan assets at beginning of year2012-09-30$52,495
Other income received2012-09-30$7,806
Net income (gross income less expenses)2012-09-30$17,806
Net plan assets at end of year (total assets less liabilities)2012-09-30$70,301
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$52,495
Total contributions received or receivable from employer(s)2012-09-30$10,000
2011 : FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$8,974
Total plan assets at end of year2011-09-30$52,495
Total plan assets at beginning of year2011-09-30$43,521
Other income received2011-09-30$8,974
Net income (gross income less expenses)2011-09-30$8,974
Net plan assets at end of year (total assets less liabilities)2011-09-30$52,495
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$43,521

Form 5500 Responses for FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN

2020: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingYes
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: FRANK J. BALBOA, DMD, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Potentially related plans

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 S1