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DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN
Plan identification number 001

DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

DR. JAMES A. BRUNETTI, LLC has sponsored the creation of one or more 401k plans.

Company Name:DR. JAMES A. BRUNETTI, LLC
Employer identification number (EIN):200185916
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DR. JAMES BRUNETTI, TRUSTEE2022-09-27 DR. JAMES BRUNETTI2022-09-27
0012020-01-01DR. JAMES BRUNETTI, TRUSTEE2021-07-18 DR. JAMES BRUNETTI2021-07-18
0012019-01-01DR. JAMES BRUNETTI, TRUSTEE2020-07-05 DR. JAMES BRUNETTI2020-07-05
0012018-01-01DR. JAMES BRUNETTI, TRUSTEE2019-08-28 DR. JAMES BRUNETTI2019-08-28
0012017-01-01DR. JAMES BRUNETTI, TRUSTEE2018-10-12 DR. JAMES BRUNETTI2018-10-12
0012016-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2017-07-27
0012015-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2016-07-28
0012014-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2015-09-23
0012013-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2014-07-16
0012012-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2013-10-03
0012011-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2012-07-23
0012009-01-01DR. JAMES BRUNETTI, TRUSTEE DR. JAMES BRUNETTI2010-09-17

Plan Statistics for DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$181,942
Expenses. Total of all expenses incurred2016-12-31$420,270
Benefits paid (including direct rollovers)2016-12-31$420,270
Total plan assets at end of year2016-12-31$1,000,112
Total plan assets at beginning of year2016-12-31$1,238,440
Value of fidelity bond covering the plan2016-12-31$100,011
Total contributions received or receivable from participants2016-12-31$36,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$97,650
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-238,328
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,000,112
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,238,440
Total contributions received or receivable from employer(s)2016-12-31$48,292
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,606
Expenses. Total of all expenses incurred2015-12-31$25,531
Benefits paid (including direct rollovers)2015-12-31$25,531
Total plan assets at end of year2015-12-31$1,238,440
Total plan assets at beginning of year2015-12-31$1,231,365
Value of fidelity bond covering the plan2015-12-31$123,844
Total contributions received or receivable from participants2015-12-31$41,635
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-33,797
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$7,075
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,238,440
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,231,365
Assets. Value of participant loans2015-12-31$14,480
Total contributions received or receivable from employer(s)2015-12-31$24,768
2014 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$136,714
Expenses. Total of all expenses incurred2014-12-31$69,771
Benefits paid (including direct rollovers)2014-12-31$69,771
Total plan assets at end of year2014-12-31$1,231,365
Total plan assets at beginning of year2014-12-31$1,164,422
Value of fidelity bond covering the plan2014-12-31$123,136
Total contributions received or receivable from participants2014-12-31$46,306
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$61,404
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$66,943
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,231,365
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,164,422
Assets. Value of participant loans2014-12-31$18,794
Total contributions received or receivable from employer(s)2014-12-31$29,004
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$349,291
Expenses. Total of all expenses incurred2013-12-31$15,185
Benefits paid (including direct rollovers)2013-12-31$15,185
Total plan assets at end of year2013-12-31$1,164,422
Total plan assets at beginning of year2013-12-31$830,316
Value of fidelity bond covering the plan2013-12-31$116,467
Total contributions received or receivable from participants2013-12-31$57,199
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$268,970
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$334,106
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,164,422
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$830,316
Assets. Value of participant loans2013-12-31$23,983
Total contributions received or receivable from employer(s)2013-12-31$23,122
2012 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$184,641
Expenses. Total of all expenses incurred2012-12-31$43,628
Benefits paid (including direct rollovers)2012-12-31$43,628
Total plan assets at end of year2012-12-31$830,316
Total plan assets at beginning of year2012-12-31$689,303
Value of fidelity bond covering the plan2012-12-31$83,032
Total contributions received or receivable from participants2012-12-31$56,851
Contributions received from other sources (not participants or employers)2012-12-31$42,882
Other income received2012-12-31$61,388
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$141,013
Net plan assets at end of year (total assets less liabilities)2012-12-31$830,316
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$689,303
Total contributions received or receivable from employer(s)2012-12-31$23,520
2011 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$47,864
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$689,303
Total plan assets at beginning of year2011-12-31$641,439
Value of fidelity bond covering the plan2011-12-31$68,930
Total contributions received or receivable from participants2011-12-31$61,488
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-33,973
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$47,864
Net plan assets at end of year (total assets less liabilities)2011-12-31$689,303
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$641,439
Total contributions received or receivable from employer(s)2011-12-31$20,349
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$175,156
Expenses. Total of all expenses incurred2010-12-31$11,267
Benefits paid (including direct rollovers)2010-12-31$11,267
Total plan assets at end of year2010-12-31$641,439
Total plan assets at beginning of year2010-12-31$477,550
Value of fidelity bond covering the plan2010-12-31$64,143
Total contributions received or receivable from participants2010-12-31$65,170
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$88,531
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$163,889
Net plan assets at end of year (total assets less liabilities)2010-12-31$641,439
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$477,550
Total contributions received or receivable from employer(s)2010-12-31$21,455
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN

2016: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. JAMES A. BRUNETTI 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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