401k Plan data: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN plan

STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

STEPHEN J. BELLI, DDS, MS, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN J. BELLI, DDS, MS, INC.

Employer identification number (EIN): 201249710

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 STEPHEN J. BELLI, DDS 2016-11-03
002 2015-01-01 STEPHEN J. BELLI, DDS 2016-07-19
002 2014-01-01 STEPHEN J. BELLI, DDS 2015-09-21
002 2013-01-01 STEPHEN J. BELLI, DDS
002 2012-01-01 STEPHEN J. BELLI, DDS
002 2011-01-01 STEPHEN J. BELLI, DDS
002 2009-01-01 STEPHEN J. BELLI, DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	STEPHEN J. BELLI, DDS	2016-11-03
002	2015-01-01	STEPHEN J. BELLI, DDS	2016-07-19
002	2014-01-01	STEPHEN J. BELLI, DDS	2015-09-21
002	2013-01-01	STEPHEN J. BELLI, DDS
002	2012-01-01	STEPHEN J. BELLI, DDS
002	2011-01-01	STEPHEN J. BELLI, DDS
002	2009-01-01	STEPHEN J. BELLI, DDS

Plan Statistics for STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 1
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 12
Total participants 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	1
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	12
Total participants	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$373,490
Total plan assets at end of year	2013-12-31	$2,085,662
Total plan assets at beginning of year	2013-12-31	$1,712,172
Value of fidelity bond covering the plan	2013-12-31	$183,000
Other income received	2013-12-31	$90,490
Net income (gross income less expenses)	2013-12-31	$373,490
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,085,662
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,712,172
Total contributions received or receivable from employer(s)	2013-12-31	$283,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$334,199
Total plan assets at end of year	2012-12-31	$1,712,172
Total plan assets at beginning of year	2012-12-31	$1,377,973
Value of fidelity bond covering the plan	2012-12-31	$183,000
Other income received	2012-12-31	$136,199
Net income (gross income less expenses)	2012-12-31	$334,199
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,712,172
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,377,973
Total contributions received or receivable from employer(s)	2012-12-31	$198,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$34,074
Total income from all sources	2011-12-31	$245,879
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,377,973
Total plan assets at beginning of year	2011-12-31	$1,166,168
Other income received	2011-12-31	$41,879
Net income (gross income less expenses)	2011-12-31	$245,879
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,377,973
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,132,094
Total contributions received or receivable from employer(s)	2011-12-31	$204,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$34,074
Total plan liabilities at beginning of year	2010-12-31	$77,087
Total income from all sources	2010-12-31	$282,724
Expenses. Total of all expenses incurred	2010-12-31	$6,439
Benefits paid (including direct rollovers)	2010-12-31	$6,439
Total plan assets at end of year	2010-12-31	$1,166,168
Total plan assets at beginning of year	2010-12-31	$932,896
Value of fidelity bond covering the plan	2010-12-31	$86,000
Other income received	2010-12-31	$79,298
Net income (gross income less expenses)	2010-12-31	$276,285
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,132,094
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$855,809
Total contributions received or receivable from employer(s)	2010-12-31	$203,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN

2013: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION 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: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION 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: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION 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
2009: STEPHEN J. BELLI, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN J. BELLI, DDS, MS, INC.
Employer identification number (EIN):	201249710
NAIC Classification:	621210
NAIC Description:	Offices of Dentists