401k Plan data: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST plan

TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined 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).
Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Life insurance

401k Sponsoring company profile

TERRY M. GELLER, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: TERRY M. GELLER, D.D.S., P.C.

Employer identification number (EIN): 134093603

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about TERRY M. GELLER, D.D.S., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2000-01-03

Company Identification Number: 2456316

Legal Registered Office Address: 850 BRONX RIVER ROAD
Westchester
BRONXVILLE
United States of America (USA)
10708

More information about TERRY M. GELLER, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TERRY GELLER 2018-06-11
001 2017-01-01 LOUIS A. LONETTO 2018-10-15
001 2016-01-01 TERRY GELLER 2017-07-12
001 2016-01-01 LOUIS A. LONETTO 2018-01-15
001 2016-01-01 LOUIS A. LONETTO 2018-01-15
001 2015-01-01 TERRY GELLER 2016-05-24
001 2014-01-01 TERRY GELLER 2015-08-04
001 2014-01-01 LOUIS A. LONETTO 2015-10-14
001 2013-01-01 LOUIS A. LONETTO 2014-10-15
001 2012-01-01 LOUIS A. LONETTO 2013-10-11
001 2011-01-01 LOUIS A. LONETTO 2012-10-14
001 2010-01-01 TERRY M GELLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	TERRY GELLER	2018-06-11
001	2017-01-01	LOUIS A. LONETTO	2018-10-15
001	2016-01-01	TERRY GELLER	2017-07-12
001	2016-01-01	LOUIS A. LONETTO	2018-01-15
001	2016-01-01	LOUIS A. LONETTO	2018-01-15
001	2015-01-01	TERRY GELLER	2016-05-24
001	2014-01-01	TERRY GELLER	2015-08-04
001	2014-01-01	LOUIS A. LONETTO	2015-10-14
001	2013-01-01	LOUIS A. LONETTO	2014-10-15
001	2012-01-01	LOUIS A. LONETTO	2013-10-11
001	2011-01-01	LOUIS A. LONETTO	2012-10-14
001	2010-01-01	TERRY M GELLER

Plan Statistics for TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2016: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 0
Total funding target for all participants 2016-12-31 0
Funding target disregarding prescribed at-risk assumptions 2016-12-31 0
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor 2016-12-31 0
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2010: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2016: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	0
Total funding target for all participants	2016-12-31	0
Funding target disregarding prescribed at-risk assumptions	2016-12-31	0
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor	2016-12-31	0
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2010 : TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$150,000
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$150,000
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$0
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$150,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$150,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$150,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$6,199
Minimum employer required contribution for this plan year	2010-12-31	$153,018
Amount contributed by the employer to the plan for this plan year	2010-12-31	$146,819

Form 5500 Responses for TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST

2010: TERRY M. GELLER, D.D.S., P.C. DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TERRY M. GELLER, D.D.S., P.C.
Employer identification number (EIN):	134093603
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2000-01-03
Company Identification Number:	2456316
Legal Registered Office Address:	850 BRONX RIVER ROAD Westchester BRONXVILLE United States of America (USA) 10708