401k Plan data: GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN plan

GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN
Plan identification number	001

GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

GERARD A. VELTRI, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: GERARD A. VELTRI, DDS, INC.

Employer identification number (EIN): 203043877

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SAMUEL V VELTRI 2024-10-15
001 2022-01-01 SAMUEL V VELTRI 2023-10-12
001 2021-01-01 SAMUEL V VELTRI 2023-07-13 SAMUEL V VELTRI 2023-07-13
001 2020-01-01 GERARD VELTRI 2021-06-18
001 2019-01-01 ANTHONY SECRET 2020-08-20
001 2018-01-01 GERARD VELTRI 2019-10-02 GERARD VELTRI 2019-10-02
001 2017-01-01 GERARD VELTRI 2018-07-26
001 2016-01-01 ANTHONY SECRET 2017-07-20
001 2015-01-01 ANTHONY SECRET 2016-06-29
001 2014-01-01 ANTHONY SECRET
001 2013-01-01 GERARD A VELTRI 2014-06-02 GERARD A VELTRI 2014-06-02
001 2012-01-01 GERARD A VELTRI 2013-07-22 GERARD A VELTRI 2013-07-22
001 2011-01-01 GERARD VELTRI 2012-07-09 GERARD VELTRI 2012-07-09
001 2010-01-01 ANTHONY SECRET 2011-08-19 ANTHONY SECRET 2011-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SAMUEL V VELTRI	2024-10-15
001	2022-01-01	SAMUEL V VELTRI	2023-10-12
001	2021-01-01	SAMUEL V VELTRI	2023-07-13	SAMUEL V VELTRI	2023-07-13
001	2020-01-01	GERARD VELTRI	2021-06-18
001	2019-01-01	ANTHONY SECRET	2020-08-20
001	2018-01-01	GERARD VELTRI	2019-10-02	GERARD VELTRI	2019-10-02
001	2017-01-01	GERARD VELTRI	2018-07-26
001	2016-01-01	ANTHONY SECRET	2017-07-20
001	2015-01-01	ANTHONY SECRET	2016-06-29
001	2014-01-01	ANTHONY SECRET
001	2013-01-01	GERARD A VELTRI	2014-06-02	GERARD A VELTRI	2014-06-02
001	2012-01-01	GERARD A VELTRI	2013-07-22	GERARD A VELTRI	2013-07-22
001	2011-01-01	GERARD VELTRI	2012-07-09	GERARD VELTRI	2012-07-09
001	2010-01-01	ANTHONY SECRET	2011-08-19	ANTHONY SECRET	2011-08-19

Plan Statistics for GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2014: GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$148,504
Expenses. Total of all expenses incurred	2014-12-31	$108
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$988,753
Total plan assets at beginning of year	2014-12-31	$840,357
Total contributions received or receivable from participants	2014-12-31	$92,345
Expenses. Other expenses not covered elsewhere	2014-12-31	$108
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$24,061
Net income (gross income less expenses)	2014-12-31	$148,396
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$988,753
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$840,357
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$32,098
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0

Form 5500 Responses for GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN

2014: GERARD A. VELTRI, DDS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-835150

Policy instance

Insurance contract or identification number	GA-835150
Number of Individuals Covered	16
Insurance policy start date	2014-11-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,938
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,938
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

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Company Name:	GERARD A. VELTRI, DDS, INC.
Employer identification number (EIN):	203043877
NAIC Classification:	621210
NAIC Description:	Offices of Dentists