401k Plan data: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST plan

JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST
Plan identification number	001

JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: JOHN A. GRINALDI, DDS, PA

Employer identification number (EIN): 260011168

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01 JEANNE GRINALDI 2016-10-10
001 2011-01-01 JEANNE GRINALDI
001 2009-01-01 JEANNE GRINALDI

Plan Statistics for JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST

401k plan membership statisitcs for JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST

Measure Date Value
2017: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 1
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2011: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	1
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2011: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$205,551
Expenses. Total of all expenses incurred	2017-12-31	$115,644
Benefits paid (including direct rollovers)	2017-12-31	$104,064
Total plan assets at end of year	2017-12-31	$1,831,691
Total plan assets at beginning of year	2017-12-31	$1,741,784
Value of fidelity bond covering the plan	2017-12-31	$175,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$155,721
Net income (gross income less expenses)	2017-12-31	$89,907
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,831,691
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,741,784
Total contributions received or receivable from employer(s)	2017-12-31	$1,830
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$169,379
Expenses. Total of all expenses incurred	2016-12-31	$14,385
Total plan assets at end of year	2016-12-31	$1,741,784
Total plan assets at beginning of year	2016-12-31	$1,586,790
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$119,375
Net income (gross income less expenses)	2016-12-31	$154,994
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,741,784
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,586,790
Total contributions received or receivable from employer(s)	2016-12-31	$2,004
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,385
2015 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-4,723
Expenses. Total of all expenses incurred	2015-12-31	$16,808
Total plan assets at end of year	2015-12-31	$1,586,790
Total plan assets at beginning of year	2015-12-31	$1,608,321
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$-53,166
Net income (gross income less expenses)	2015-12-31	$-21,531
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,586,790
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,608,321
Total contributions received or receivable from employer(s)	2015-12-31	$443
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,808
2011 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$37,627
Expenses. Total of all expenses incurred	2011-12-31	$13,993
Benefits paid (including direct rollovers)	2011-12-31	$3,407
Total plan assets at end of year	2011-12-31	$1,168,016
Total plan assets at beginning of year	2011-12-31	$1,144,382
Value of fidelity bond covering the plan	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,586
Contributions received from other sources (not participants or employers)	2011-12-31	$890
Other income received	2011-12-31	$9,237
Net income (gross income less expenses)	2011-12-31	$23,634
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,168,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,144,382
Total contributions received or receivable from employer(s)	2011-12-31	$27,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$767,311
Expenses. Total of all expenses incurred	2010-12-31	$28,224
Benefits paid (including direct rollovers)	2010-12-31	$24,564
Total plan assets at end of year	2010-12-31	$1,180,161
Total plan assets at beginning of year	2010-12-31	$441,074
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,660
Contributions received from other sources (not participants or employers)	2010-12-31	$703,823
Other income received	2010-12-31	$27,484
Net income (gross income less expenses)	2010-12-31	$739,087
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,180,161
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$441,074
Total contributions received or receivable from employer(s)	2010-12-31	$36,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST

2017: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 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: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 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: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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
2011: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN A. GRINALDI, DDS, PA
Employer identification number (EIN):	260011168
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01	JEANNE GRINALDI	2016-10-10
001	2011-01-01	JEANNE GRINALDI
001	2009-01-01	JEANNE GRINALDI