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PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

PETER SCERBO, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:PETER SCERBO, DMD, PA
Employer identification number (EIN):201577593
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LUDWIG BACH
0012016-01-01LUDWIG BACH
0012015-01-01LUDWIG BACH
0012014-01-01LUDWIG BACH
0012013-01-01PETER SCERBO, DMD2014-03-14 PETER SCERBO, DMD2014-03-14
0012012-01-01PETER SCERBO, DMD2013-10-04 PETER SCERBO, DMD2013-10-04
0012011-01-01PETER SCERBO, DMD2012-09-28
0012010-01-01PETER SCERBO2011-10-06

Plan Statistics for PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
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 participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
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 participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
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 participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$75
Total plan liabilities at beginning of year2022-12-31$75
Total income from all sources2022-12-31$-306,241
Expenses. Total of all expenses incurred2022-12-31$200
Total plan assets at end of year2022-12-31$608,267
Total plan assets at beginning of year2022-12-31$914,708
Value of fidelity bond covering the plan2022-12-31$15,000
Total contributions received or receivable from participants2022-12-31$26,359
Other income received2022-12-31$-347,703
Net income (gross income less expenses)2022-12-31$-306,441
Net plan assets at end of year (total assets less liabilities)2022-12-31$608,192
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$914,633
Total contributions received or receivable from employer(s)2022-12-31$15,103
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$200
2021 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$75
Total plan liabilities at beginning of year2021-12-31$75
Total income from all sources2021-12-31$284,908
Expenses. Total of all expenses incurred2021-12-31$200
Total plan assets at end of year2021-12-31$914,708
Total plan assets at beginning of year2021-12-31$630,000
Value of fidelity bond covering the plan2021-12-31$15,000
Total contributions received or receivable from participants2021-12-31$24,184
Other income received2021-12-31$244,984
Net income (gross income less expenses)2021-12-31$284,708
Net plan assets at end of year (total assets less liabilities)2021-12-31$914,633
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$629,925
Total contributions received or receivable from employer(s)2021-12-31$15,740
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$200
2020 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$75
Total plan liabilities at beginning of year2020-12-31$75
Total income from all sources2020-12-31$184,577
Expenses. Total of all expenses incurred2020-12-31$200
Total plan assets at end of year2020-12-31$630,000
Total plan assets at beginning of year2020-12-31$445,623
Value of fidelity bond covering the plan2020-12-31$15,000
Total contributions received or receivable from participants2020-12-31$22,592
Other income received2020-12-31$149,298
Net income (gross income less expenses)2020-12-31$184,377
Net plan assets at end of year (total assets less liabilities)2020-12-31$629,925
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$445,548
Total contributions received or receivable from employer(s)2020-12-31$12,687
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$200
2019 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$75
Total plan liabilities at beginning of year2019-12-31$87
Total income from all sources2019-12-31$135,946
Expenses. Total of all expenses incurred2019-12-31$2,975
Total plan assets at end of year2019-12-31$445,623
Total plan assets at beginning of year2019-12-31$312,664
Value of fidelity bond covering the plan2019-12-31$15,000
Total contributions received or receivable from participants2019-12-31$20,764
Other income received2019-12-31$105,106
Net income (gross income less expenses)2019-12-31$132,971
Net plan assets at end of year (total assets less liabilities)2019-12-31$445,548
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$312,577
Total contributions received or receivable from employer(s)2019-12-31$10,076
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,975
2018 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$87
Total plan liabilities at beginning of year2018-12-31$76
Total income from all sources2018-12-31$-2,502
Expenses. Total of all expenses incurred2018-12-31$2,738
Total plan assets at end of year2018-12-31$312,664
Total plan assets at beginning of year2018-12-31$317,893
Value of fidelity bond covering the plan2018-12-31$15,000
Total contributions received or receivable from participants2018-12-31$19,655
Other income received2018-12-31$-28,777
Net income (gross income less expenses)2018-12-31$-5,240
Net plan assets at end of year (total assets less liabilities)2018-12-31$312,577
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$317,817
Total contributions received or receivable from employer(s)2018-12-31$6,620
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,738
2017 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$76
Total income from all sources2017-12-31$68,329
Expenses. Total of all expenses incurred2017-12-31$1,832
Total plan assets at end of year2017-12-31$317,893
Total plan assets at beginning of year2017-12-31$251,320
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$19,875
Other income received2017-12-31$44,257
Net income (gross income less expenses)2017-12-31$66,497
Net plan assets at end of year (total assets less liabilities)2017-12-31$317,817
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$251,320
Total contributions received or receivable from employer(s)2017-12-31$4,197
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,832
2016 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$47,651
Expenses. Total of all expenses incurred2016-12-31$1,832
Total plan assets at end of year2016-12-31$251,320
Total plan assets at beginning of year2016-12-31$205,501
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$19,850
Other income received2016-12-31$23,586
Net income (gross income less expenses)2016-12-31$45,819
Net plan assets at end of year (total assets less liabilities)2016-12-31$251,320
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$205,501
Total contributions received or receivable from employer(s)2016-12-31$4,215
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,832
2015 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,820
Expenses. Total of all expenses incurred2015-12-31$1,633
Total plan assets at end of year2015-12-31$205,501
Total plan assets at beginning of year2015-12-31$188,314
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$19,760
Expenses. Other expenses not covered elsewhere2015-12-31$1,633
Other income received2015-12-31$-7,273
Net income (gross income less expenses)2015-12-31$17,187
Net plan assets at end of year (total assets less liabilities)2015-12-31$205,501
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$188,314
Total contributions received or receivable from employer(s)2015-12-31$6,333
2014 : PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$31,800
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$188,314
Total plan assets at beginning of year2014-12-31$156,514
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$17,500
Other income received2014-12-31$6,787
Net income (gross income less expenses)2014-12-31$31,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$188,314
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$156,514
Total contributions received or receivable from employer(s)2014-12-31$7,513

Form 5500 Responses for PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN

2022: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETER SCERBO, DMD PA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETER SCERBO, DMD PA 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: PETER SCERBO, DMD PA 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: PETER SCERBO, DMD PA 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

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