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RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameRICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN
Plan identification number 001

RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

RICHARD J LOMBARDO, DDS has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J LOMBARDO, DDS
Employer identification number (EIN):222104961
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01RICHARD LOMBARDO
0012011-01-01RICHARD LOMBARDO
0012009-01-01RICHARD LOMBARDO

Plan Statistics for RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2014: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
2012: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2014 : RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-628,800
Total income from all sources2014-12-31$7,050
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$621,750
Other income received2014-12-31$7,050
Net income (gross income less expenses)2014-12-31$7,050
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$621,750
2013 : RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$42,853
Expenses. Total of all expenses incurred2013-12-31$43,159
Benefits paid (including direct rollovers)2013-12-31$43,159
Total plan assets at end of year2013-12-31$621,750
Total plan assets at beginning of year2013-12-31$622,056
Other income received2013-12-31$42,853
Net income (gross income less expenses)2013-12-31$-306
Net plan assets at end of year (total assets less liabilities)2013-12-31$621,750
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$622,056
2012 : RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$74,239
Total plan assets at end of year2012-12-31$622,056
Total plan assets at beginning of year2012-12-31$547,817
Other income received2012-12-31$58,055
Net income (gross income less expenses)2012-12-31$74,239
Net plan assets at end of year (total assets less liabilities)2012-12-31$622,056
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$547,817
Total contributions received or receivable from employer(s)2012-12-31$16,184
2011 : RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,270
Total plan assets at end of year2011-12-31$547,817
Total plan assets at beginning of year2011-12-31$528,547
Other income received2011-12-31$-8,651
Net income (gross income less expenses)2011-12-31$19,270
Net plan assets at end of year (total assets less liabilities)2011-12-31$547,817
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$528,547
Total contributions received or receivable from employer(s)2011-12-31$27,921
2010 : RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$59,387
Total plan assets at end of year2010-12-31$528,547
Total plan assets at beginning of year2010-12-31$469,160
Other income received2010-12-31$31,466
Net income (gross income less expenses)2010-12-31$59,387
Net plan assets at end of year (total assets less liabilities)2010-12-31$528,547
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$469,160
Total contributions received or receivable from employer(s)2010-12-31$27,921

Form 5500 Responses for RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN

2014: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD J LOMBARDO SELF EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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