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JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 002

JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

JOHN A. SCERBO, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. SCERBO, DDS, PC
Employer identification number (EIN):232171542
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01JOHN A. SCERBO, DDS2012-04-23 JOHN A. SCERBO, DDS2012-04-23
0022010-01-01RONALD T. KARPOWICH, CPA2011-04-21
0022009-01-01RONALD T. KARPOWICH

Plan Statistics for JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-01-05$0
Expenses. Total of all expenses incurred2011-01-05$1,920,860
Benefits paid (including direct rollovers)2011-01-05$1,920,860
Total plan assets at end of year2011-01-05$0
Total plan assets at beginning of year2011-01-05$1,920,860
Net income (gross income less expenses)2011-01-05$-1,920,860
Net plan assets at beginning of year (total assets less liabilities)2011-01-05$1,920,860
2010 : JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$280,566
Expenses. Total of all expenses incurred2010-12-31$9,759
Total plan assets at end of year2010-12-31$1,920,860
Total plan assets at beginning of year2010-12-31$1,650,053
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$230,566
Net income (gross income less expenses)2010-12-31$270,807
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,920,860
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,650,053
Total contributions received or receivable from employer(s)2010-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,759

Form 5500 Responses for JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2011: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN A. SCERBO, DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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