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LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 401k Plan overview

Plan NameLISA A. FERRARI, DMD, LLC RETIREMENT PLAN
Plan identification number 001

LISA A. FERRARI, DMD, LLC RETIREMENT 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LISA A. FERRARI, DMD, LLC has sponsored the creation of one or more 401k plans.

Company Name:LISA A. FERRARI, DMD, LLC
Employer identification number (EIN):202742458
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA A. FERRARI, DMD, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01LISA FERRARI2019-10-18
0012018-01-01LISA FERRARI2019-07-03
0012017-01-01LISA FERRARI2018-10-09
0012017-01-01LISA FERRARI2018-10-09
0012016-01-01LISA FERRARI2017-07-25
0012016-01-01LISA FERRARI2018-02-28
0012015-01-01CLIFTON CASEY2016-09-30 LISA A. FERRARI, DMD2016-09-30
0012014-01-01CLIFTON CASEY2015-10-15 LISA A. FERRARI, DMD2015-10-15
0012013-01-01CLIFTON CASEY2014-10-15 LISA A. FERRARI, DMD2014-10-15
0012012-01-01CLIFTON CASEY2013-12-05 LISA A. FERRARI, DMD2013-12-10
0012011-01-01CLIFTON CASEY2013-12-05 LISA A. FERRARI, DMD2013-12-10
0012010-01-01CLIFTON CASEY2013-12-05 LISA A. FERRARI, DMD2013-12-10
0012008-01-01CLIFTON CASEY LISA A. FERRARI, DMD2013-12-10
0012007-01-01CLIFTON CASEY LISA A. FERRARI, DMD2013-12-10

Plan Statistics for LISA A. FERRARI, DMD, LLC RETIREMENT PLAN

401k plan membership statisitcs for LISA A. FERRARI, DMD, LLC RETIREMENT PLAN

Measure Date Value
2008: LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-016
Total number of active participants reported on line 7a of the Form 55002008-01-015
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-016
Total participants2008-01-016
Number of participants with account balances2008-01-016
2007: LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-015
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-016
Total participants2007-01-016
Number of participants with account balances2007-01-016

Financial Data on LISA A. FERRARI, DMD, LLC RETIREMENT PLAN

Measure Date Value
2008 : LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$-1,524
Expenses. Total of all expenses incurred2008-12-31$125
Total plan assets at end of year2008-12-31$5,697
Total plan assets at beginning of year2008-12-31$7,346
Expenses. Other expenses not covered elsewhere2008-12-31$125
Other income received2008-12-31$-1,524
Net income (gross income less expenses)2008-12-31$-1,649
Net plan assets at end of year (total assets less liabilities)2008-12-31$5,697
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$7,346
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$8,930
2007 : LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$9,640
Expenses. Total of all expenses incurred2007-12-31$2,294
Total plan assets at end of year2007-12-31$7,346
Total contributions received or receivable from participants2007-12-31$7,485
Expenses. Other expenses not covered elsewhere2007-12-31$2,294
Contributions received from other sources (not participants or employers)2007-12-31$2,200
Other income received2007-12-31$-45
Net income (gross income less expenses)2007-12-31$7,346
Net plan assets at end of year (total assets less liabilities)2007-12-31$7,346

Form 5500 Responses for LISA A. FERRARI, DMD, LLC RETIREMENT PLAN

2008: LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: LISA A. FERRARI, DMD, LLC RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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