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

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

DR. STEPHEN D. BOSONAC, P.A. 401(K) 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).
  • 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 SignedName of Company SponsorDate Sponsor Signed
0032019-01-01STEPHEN D. BOSONAC2020-10-02 STEPHEN D. BOSONAC2020-10-02
0032018-01-01STEPHEN D. BOSONAC2019-09-03 STEPHEN D. BOSONAC2019-09-03
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01PETER COUGHLAN2015-10-15
0032013-01-01PETER COUGHLAN2015-10-29
0032012-01-01STEPHEN BOSONAC2013-10-14 STEPHEN BOSONAC2013-10-14
0032011-01-01STEPHEN BOSONAC2012-05-16 STEPHEN BOSONAC2012-05-16
0032010-01-01STEPHEN BOSONAC2011-10-26 STEPHEN BOSONAC2011-10-26

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-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
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 balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
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 participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

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 year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$74,015
Expenses. Total of all expenses incurred2019-12-31$843,508
Benefits paid (including direct rollovers)2019-12-31$843,508
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$769,493
Value of fidelity bond covering the plan2019-12-31$60,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$74,015
Net income (gross income less expenses)2019-12-31$-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 securities2019-12-31$0
2018 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$71,256
Expenses. Total of all expenses incurred2018-12-31$33,000
Benefits paid (including direct rollovers)2018-12-31$24,927
Total plan assets at end of year2018-12-31$769,493
Total plan assets at beginning of year2018-12-31$731,237
Value of fidelity bond covering the plan2018-12-31$60,000
Total contributions received or receivable from participants2018-12-31$3,045
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$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 loans2018-12-31$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 securities2018-12-31$0
2017 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$122,123
Expenses. Total of all expenses incurred2017-12-31$56,456
Benefits paid (including direct rollovers)2017-12-31$51,188
Total plan assets at end of year2017-12-31$731,237
Total plan assets at beginning of year2017-12-31$665,570
Value of fidelity bond covering the plan2017-12-31$60,000
Total contributions received or receivable from participants2017-12-31$51,440
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$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 loans2017-12-31$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 securities2017-12-31$0
2016 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$123,424
Expenses. Total of all expenses incurred2016-12-31$17,371
Total plan assets at end of year2016-12-31$665,570
Total plan assets at beginning of year2016-12-31$559,517
Value of fidelity bond covering the plan2016-12-31$60,000
Total contributions received or receivable from participants2016-12-31$51,156
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$13,210
Expenses. Total of all expenses incurred2015-12-31$2,429
Benefits paid (including direct rollovers)2015-12-31$2,429
Total plan assets at end of year2015-12-31$559,517
Total plan assets at beginning of year2015-12-31$548,736
Total contributions received or receivable from participants2015-12-31$51,865
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-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 securities2015-12-31$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
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. STEPHEN D. BOSONAC, P.A. 401(K) 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: DR. STEPHEN D. BOSONAC, P.A. 401(K) 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: DR. STEPHEN D. BOSONAC, P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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

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