401k Plan data: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN plan

DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 401k Plan overview

Plan Name	DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN
Plan identification number	003

DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN Benefits

401k Plan Type

Defined 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).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 D. BOSONAC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN D. BOSONAC, P.A.

Employer identification number (EIN): 222151711

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 STEPHEN D. BOSONAC 2020-10-02 STEPHEN D. BOSONAC 2020-10-02
003 2018-01-01 STEPHEN D. BOSONAC 2019-09-03 STEPHEN D. BOSONAC 2019-09-03
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 PETER COUGHLAN 2015-10-15
003 2013-01-01 PETER COUGHLAN 2015-10-29
003 2012-01-01 STEPHEN BOSONAC 2013-10-14 STEPHEN BOSONAC 2013-10-14
003 2011-01-01 STEPHEN BOSONAC 2012-05-16 STEPHEN BOSONAC 2012-05-16
003 2010-01-01 STEPHEN BOSONAC 2011-10-26 STEPHEN BOSONAC 2011-10-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	STEPHEN D. BOSONAC	2020-10-02	STEPHEN D. BOSONAC	2020-10-02
003	2018-01-01	STEPHEN D. BOSONAC	2019-09-03	STEPHEN D. BOSONAC	2019-09-03
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	PETER COUGHLAN	2015-10-15
003	2013-01-01	PETER COUGHLAN	2015-10-29
003	2012-01-01	STEPHEN BOSONAC	2013-10-14	STEPHEN BOSONAC	2013-10-14
003	2011-01-01	STEPHEN BOSONAC	2012-05-16	STEPHEN BOSONAC	2012-05-16
003	2010-01-01	STEPHEN BOSONAC	2011-10-26	STEPHEN BOSONAC	2011-10-26

Plan Statistics for DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN

401k plan membership statisitcs for DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN

Measure Date Value
2019: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2019: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN

Measure	Date	Value
2019 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$74,015
Expenses. Total of all expenses incurred	2019-12-31	$843,508
Benefits paid (including direct rollovers)	2019-12-31	$843,508
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$769,493
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$74,015
Net income (gross income less expenses)	2019-12-31	$-769,493
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$769,493
Total contributions received or receivable from employer(s)	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$71,256
Expenses. Total of all expenses incurred	2018-12-31	$33,000
Benefits paid (including direct rollovers)	2018-12-31	$24,927
Total plan assets at end of year	2018-12-31	$769,493
Total plan assets at beginning of year	2018-12-31	$731,237
Value of fidelity bond covering the plan	2018-12-31	$60,000
Total contributions received or receivable from participants	2018-12-31	$3,045
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$52,487
Net income (gross income less expenses)	2018-12-31	$38,256
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$769,493
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$731,237
Assets. Value of participant loans	2018-12-31	$13,378
Total contributions received or receivable from employer(s)	2018-12-31	$15,724
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$122,123
Expenses. Total of all expenses incurred	2017-12-31	$56,456
Benefits paid (including direct rollovers)	2017-12-31	$51,188
Total plan assets at end of year	2017-12-31	$731,237
Total plan assets at beginning of year	2017-12-31	$665,570
Value of fidelity bond covering the plan	2017-12-31	$60,000
Total contributions received or receivable from participants	2017-12-31	$51,440
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$54,080
Net income (gross income less expenses)	2017-12-31	$65,667
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$731,237
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$665,570
Assets. Value of participant loans	2017-12-31	$16,321
Total contributions received or receivable from employer(s)	2017-12-31	$16,603
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$123,424
Expenses. Total of all expenses incurred	2016-12-31	$17,371
Total plan assets at end of year	2016-12-31	$665,570
Total plan assets at beginning of year	2016-12-31	$559,517
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$51,156
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$55,594
Net income (gross income less expenses)	2016-12-31	$106,053
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$665,570
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$559,517
Assets. Value of participant loans	2016-12-31	$8,641
Total contributions received or receivable from employer(s)	2016-12-31	$16,674
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$13,210
Expenses. Total of all expenses incurred	2015-12-31	$2,429
Benefits paid (including direct rollovers)	2015-12-31	$2,429
Total plan assets at end of year	2015-12-31	$559,517
Total plan assets at beginning of year	2015-12-31	$548,736
Total contributions received or receivable from participants	2015-12-31	$51,865
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-56,238
Net income (gross income less expenses)	2015-12-31	$10,781
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$559,517
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$548,736
Total contributions received or receivable from employer(s)	2015-12-31	$17,583
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN

2019: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN D. BOSONAC, P.A.
Employer identification number (EIN):	222151711
NAIC Classification:	621210
NAIC Description:	Offices of Dentists