STEVEN MONDRE DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92
401k plan membership statisitcs for STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92
| Measure | Date | Value |
|---|
| 2020: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $549,939 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $80,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $80,000 |
| Total plan assets at end of year | 2020-12-31 | $3,807,131 |
| Total plan assets at beginning of year | 2020-12-31 | $3,337,192 |
| Other income received | 2020-12-31 | $549,939 |
| Net income (gross income less expenses) | 2020-12-31 | $469,939 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,807,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,337,192 |
| 2019 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $686,079 |
| Total plan assets at end of year | 2019-12-31 | $3,337,192 |
| Total plan assets at beginning of year | 2019-12-31 | $2,651,113 |
| Other income received | 2019-12-31 | $668,079 |
| Net income (gross income less expenses) | 2019-12-31 | $686,079 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,337,192 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,651,113 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,000 |
| 2018 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-77,656 |
| Total plan assets at end of year | 2018-12-31 | $2,651,113 |
| Total plan assets at beginning of year | 2018-12-31 | $2,728,769 |
| Other income received | 2018-12-31 | $-92,656 |
| Net income (gross income less expenses) | 2018-12-31 | $-77,656 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,651,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,728,769 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $15,000 |
| 2017 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $398,680 |
| Total plan assets at end of year | 2017-12-31 | $2,728,769 |
| Total plan assets at beginning of year | 2017-12-31 | $2,330,089 |
| Other income received | 2017-12-31 | $358,380 |
| Net income (gross income less expenses) | 2017-12-31 | $398,680 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,728,769 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,330,089 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $40,300 |
| 2016 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $225,958 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $116,439 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $116,439 |
| Total plan assets at end of year | 2016-12-31 | $2,330,089 |
| Total plan assets at beginning of year | 2016-12-31 | $2,220,570 |
| Other income received | 2016-12-31 | $202,174 |
| Net income (gross income less expenses) | 2016-12-31 | $109,519 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,330,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,220,570 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $23,784 |
| 2015 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $77,988 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100 |
| Total plan assets at end of year | 2015-12-31 | $2,220,570 |
| Total plan assets at beginning of year | 2015-12-31 | $2,142,682 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $100 |
| Other income received | 2015-12-31 | $42,530 |
| Net income (gross income less expenses) | 2015-12-31 | $77,888 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,220,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,142,682 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $35,458 |
| 2014 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $266,120 |
| Total plan assets at end of year | 2014-12-31 | $2,142,682 |
| Total plan assets at beginning of year | 2014-12-31 | $1,876,562 |
| Other income received | 2014-12-31 | $219,953 |
| Net income (gross income less expenses) | 2014-12-31 | $266,120 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,142,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,876,562 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $46,167 |
| 2013 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $316,014 |
| Total plan assets at end of year | 2013-12-31 | $1,876,562 |
| Total plan assets at beginning of year | 2013-12-31 | $1,560,548 |
| Other income received | 2013-12-31 | $268,714 |
| Net income (gross income less expenses) | 2013-12-31 | $316,014 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,876,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,560,548 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $47,300 |
| 2012 : STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $211,421 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $4,388 |
| Total plan assets at end of year | 2012-12-31 | $1,560,548 |
| Total plan assets at beginning of year | 2012-12-31 | $1,353,515 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,388 |
| Other income received | 2012-12-31 | $164,893 |
| Net income (gross income less expenses) | 2012-12-31 | $207,033 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,560,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,353,515 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $46,528 |
| 2020: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: STEVEN J. MONDRE DDS PSP U/A DTD 01/01/92 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | LARRY LEVINE |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 22466 |
| Policy instance | 1 |
| Insurance contract or identification number | 22466 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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