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JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH IULIANO DMD PC PROFIT SHARING PLAN
Plan identification number 001

JOSEPH IULIANO DMD PC PROFIT SHARING 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.
  • 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

JOSEPH IULIANO DMD PC has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH IULIANO DMD PC
Employer identification number (EIN):232774541
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH IULIANO DMD PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH IULIANO2015-09-03
0012013-01-01DR. JOSEPH IULIANO
0012012-01-01DR. JOSEPH IULIANO
0012011-01-01DR. JOSEPH IULIANO
0012010-01-01DR. JOSEPH IULIANO
0012009-01-01DR. JOSEPH IULIANO
0012008-01-01DR. JOSEPH IULIANO
0012007-01-01DR. JOSEPH IULIANO
0012006-01-01DR. JOSEPH IULIANO
0012005-01-01DR. JOSEPH IULIANO
0012004-01-01DR. JOSEPH IULIANO

Plan Statistics for JOSEPH IULIANO DMD PC PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH IULIANO DMD PC PROFIT SHARING PLAN

Measure Date Value
2013: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
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 participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-014
Number of participants with account balances2007-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-014
Total number of active participants reported on line 7a of the Form 55002006-01-014
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-014
Number of participants with account balances2006-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-014
Total number of active participants reported on line 7a of the Form 55002005-01-014
Number of retired or separated participants receiving benefits2005-01-011
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-015
Number of participants with account balances2005-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-011
2004: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-015
Total number of active participants reported on line 7a of the Form 55002004-01-014
Number of retired or separated participants receiving benefits2004-01-011
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-015
Number of participants with account balances2004-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-011

Financial Data on JOSEPH IULIANO DMD PC PROFIT SHARING PLAN

Measure Date Value
2013 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$114,951
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$470,034
Total plan assets at beginning of year2013-12-31$355,083
Other income received2013-12-31$74,951
Net income (gross income less expenses)2013-12-31$114,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$470,034
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$355,083
Total contributions received or receivable from employer(s)2013-12-31$40,000
2012 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$105,834
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$355,083
Total plan assets at beginning of year2012-12-31$249,249
Other income received2012-12-31$30,834
Net income (gross income less expenses)2012-12-31$105,834
Net plan assets at end of year (total assets less liabilities)2012-12-31$355,083
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$249,249
Total contributions received or receivable from employer(s)2012-12-31$75,000
2011 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,672
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$249,249
Total plan assets at beginning of year2011-12-31$246,577
Other income received2011-12-31$2,672
Net income (gross income less expenses)2011-12-31$2,672
Net plan assets at end of year (total assets less liabilities)2011-12-31$249,249
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$246,577
2010 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$39,584
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$246,577
Total plan assets at beginning of year2010-12-31$206,993
Other income received2010-12-31$24,584
Net income (gross income less expenses)2010-12-31$39,584
Net plan assets at end of year (total assets less liabilities)2010-12-31$246,577
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$206,993
Total contributions received or receivable from employer(s)2010-12-31$15,000
2009 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-12-31$64,135
Expenses. Total of all expenses incurred2009-12-31$0
Total plan assets at end of year2009-12-31$206,993
Total plan assets at beginning of year2009-12-31$142,858
Other income received2009-12-31$37,135
Net income (gross income less expenses)2009-12-31$64,135
Net plan assets at end of year (total assets less liabilities)2009-12-31$206,993
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$142,858
Total contributions received or receivable from employer(s)2009-12-31$27,000
2008 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-87,356
Total plan assets at end of year2008-12-31$142,858
Total plan assets at beginning of year2008-12-31$230,214
Other income received2008-12-31$-87,356
Net income (gross income less expenses)2008-12-31$-87,356
Net plan assets at end of year (total assets less liabilities)2008-12-31$142,858
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$230,214
2007 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$8,645
Total plan assets at end of year2007-12-31$230,214
Total plan assets at beginning of year2007-12-31$221,569
Other income received2007-12-31$8,645
Net income (gross income less expenses)2007-12-31$8,645
Net plan assets at end of year (total assets less liabilities)2007-12-31$230,214
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$221,569
2006 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$27,238
Total plan assets at end of year2006-12-31$221,569
Total plan assets at beginning of year2006-12-31$194,331
Other income received2006-12-31$27,238
Net income (gross income less expenses)2006-12-31$27,238
Net plan assets at end of year (total assets less liabilities)2006-12-31$221,569
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$194,331
2005 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-12-31$27,799
Expenses. Total of all expenses incurred2005-12-31$11,151
Benefits paid (including direct rollovers)2005-12-31$11,151
Total plan assets at end of year2005-12-31$194,331
Total plan assets at beginning of year2005-12-31$177,683
Other income received2005-12-31$6,648
Net income (gross income less expenses)2005-12-31$16,648
Net plan assets at end of year (total assets less liabilities)2005-12-31$194,331
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$177,683
Total contributions received or receivable from employer(s)2005-12-31$21,151
2004 : JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources2004-12-31$22,132
Expenses. Total of all expenses incurred2004-12-31$7,157
Benefits paid (including direct rollovers)2004-12-31$7,157
Total plan assets at end of year2004-12-31$177,683
Total plan assets at beginning of year2004-12-31$162,708
Other income received2004-12-31$14,975
Net income (gross income less expenses)2004-12-31$14,975
Net plan assets at end of year (total assets less liabilities)2004-12-31$177,683
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$162,708
Total contributions received or receivable from employer(s)2004-12-31$7,157

Form 5500 Responses for JOSEPH IULIANO DMD PC PROFIT SHARING PLAN

2013: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 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
2008: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JOSEPH IULIANO DMD PC PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes

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