401k Plan data: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN plan

STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN
Plan identification number	001

STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
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 H. PASSALACQUA, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN H. PASSALACQUA, DDS, PC

Employer identification number (EIN): 271528313

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DR. STEPHEN H. PASSALACQUA 2024-10-04
001 2022-01-01 DR. STEPHEN H. PASSALACQUA 2023-07-25
001 2021-01-01 DR. STEPHEN H. PASSALACQUA 2022-07-26
001 2020-01-01 DR. STEPHEN H. PASSALACQUA 2021-07-23
001 2019-01-01 DR. STEPHEN H. PASSALACQUA 2020-07-31
001 2018-01-01 DR. STEPHEN H. PASSALACQUA 2019-07-26
001 2017-01-01 DR. STEPHEN H. PASSALACQUA
001 2016-01-01 DR. STEPHEN H. PASSALACQUA
001 2015-01-01 DR. STEPHEN H. PASSALACQUA
001 2014-01-01 DR. STEPHEN H. PASSALACQUA
001 2013-01-01 DR. STEPHEN H. PASSALACQUA
001 2012-01-01 DR. STEPHEN H. PASSALACQUA
001 2011-01-01 DR STEPHEN H PASSALACQUA
001 2010-01-01 DR STEPHEN H PASSALACQUA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DR. STEPHEN H. PASSALACQUA	2024-10-04
001	2022-01-01	DR. STEPHEN H. PASSALACQUA	2023-07-25
001	2021-01-01	DR. STEPHEN H. PASSALACQUA	2022-07-26
001	2020-01-01	DR. STEPHEN H. PASSALACQUA	2021-07-23
001	2019-01-01	DR. STEPHEN H. PASSALACQUA	2020-07-31
001	2018-01-01	DR. STEPHEN H. PASSALACQUA	2019-07-26
001	2017-01-01	DR. STEPHEN H. PASSALACQUA
001	2016-01-01	DR. STEPHEN H. PASSALACQUA
001	2015-01-01	DR. STEPHEN H. PASSALACQUA
001	2014-01-01	DR. STEPHEN H. PASSALACQUA
001	2013-01-01	DR. STEPHEN H. PASSALACQUA
001	2012-01-01	DR. STEPHEN H. PASSALACQUA
001	2011-01-01	DR STEPHEN H PASSALACQUA
001	2010-01-01	DR STEPHEN H PASSALACQUA

Plan Statistics for STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN

401k plan membership statisitcs for STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN

Measure Date Value
2023: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
2016: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2

Measure	Date	Value
2023: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
2016: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2

Financial Data on STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN

Measure	Date	Value
2023 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$194,994
Expenses. Total of all expenses incurred	2023-12-31	$8,857
Total plan assets at end of year	2023-12-31	$1,256,091
Total plan assets at beginning of year	2023-12-31	$1,069,954
Value of fidelity bond covering the plan	2023-12-31	$125,000
Total contributions received or receivable from participants	2023-12-31	$60,412
Other income received	2023-12-31	$123,811
Net income (gross income less expenses)	2023-12-31	$186,137
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,256,091
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,069,954
Total contributions received or receivable from employer(s)	2023-12-31	$10,771
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,857
2022 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-91,325
Expenses. Total of all expenses incurred	2022-12-31	$8,461
Total plan assets at end of year	2022-12-31	$1,069,954
Total plan assets at beginning of year	2022-12-31	$1,169,740
Value of fidelity bond covering the plan	2022-12-31	$75,000
Total contributions received or receivable from participants	2022-12-31	$47,942
Other income received	2022-12-31	$-158,118
Net income (gross income less expenses)	2022-12-31	$-99,786
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,069,954
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,169,740
Total contributions received or receivable from employer(s)	2022-12-31	$18,851
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,461
2021 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$185,214
Expenses. Total of all expenses incurred	2021-12-31	$107,793
Benefits paid (including direct rollovers)	2021-12-31	$99,258
Total plan assets at end of year	2021-12-31	$1,169,740
Total plan assets at beginning of year	2021-12-31	$1,092,319
Value of fidelity bond covering the plan	2021-12-31	$75,000
Total contributions received or receivable from participants	2021-12-31	$41,866
Other income received	2021-12-31	$131,540
Net income (gross income less expenses)	2021-12-31	$77,421
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,169,740
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,092,319
Total contributions received or receivable from employer(s)	2021-12-31	$11,808
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,535
2020 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$210,260
Expenses. Total of all expenses incurred	2020-12-31	$12,049
Benefits paid (including direct rollovers)	2020-12-31	$5,200
Total plan assets at end of year	2020-12-31	$1,092,319
Total plan assets at beginning of year	2020-12-31	$894,108
Value of fidelity bond covering the plan	2020-12-31	$75,000
Total contributions received or receivable from participants	2020-12-31	$39,229
Other income received	2020-12-31	$153,686
Net income (gross income less expenses)	2020-12-31	$198,211
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,092,319
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$894,108
Total contributions received or receivable from employer(s)	2020-12-31	$17,345
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,849
2019 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$212,940
Expenses. Total of all expenses incurred	2019-12-31	$10,137
Benefits paid (including direct rollovers)	2019-12-31	$4,000
Total plan assets at end of year	2019-12-31	$894,108
Total plan assets at beginning of year	2019-12-31	$691,305
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$41,185
Other income received	2019-12-31	$152,251
Net income (gross income less expenses)	2019-12-31	$202,803
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$894,108
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$691,305
Total contributions received or receivable from employer(s)	2019-12-31	$19,504
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,137
2018 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-5,050
Expenses. Total of all expenses incurred	2018-12-31	$10,715
Benefits paid (including direct rollovers)	2018-12-31	$4,719
Total plan assets at end of year	2018-12-31	$691,305
Total plan assets at beginning of year	2018-12-31	$707,070
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$38,666
Other income received	2018-12-31	$-61,150
Net income (gross income less expenses)	2018-12-31	$-15,765
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$691,305
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$707,070
Total contributions received or receivable from employer(s)	2018-12-31	$17,434
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,996
2017 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$171,671
Expenses. Total of all expenses incurred	2017-12-31	$5,907
Benefits paid (including direct rollovers)	2017-12-31	$130
Total plan assets at end of year	2017-12-31	$707,070
Total plan assets at beginning of year	2017-12-31	$541,306
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$43,857
Expenses. Other expenses not covered elsewhere	2017-12-31	$5,777
Other income received	2017-12-31	$110,127
Net income (gross income less expenses)	2017-12-31	$165,764
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$707,070
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$541,306
Total contributions received or receivable from employer(s)	2017-12-31	$17,687
2016 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$77,465
Expenses. Total of all expenses incurred	2016-12-31	$5,421
Total plan assets at end of year	2016-12-31	$541,306
Total plan assets at beginning of year	2016-12-31	$469,262
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$31,893
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,421
Other income received	2016-12-31	$29,824
Net income (gross income less expenses)	2016-12-31	$72,044
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$541,306
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$469,262
Total contributions received or receivable from employer(s)	2016-12-31	$15,748
2015 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$30,677
Expenses. Total of all expenses incurred	2015-12-31	$18,827
Benefits paid (including direct rollovers)	2015-12-31	$13,612
Total plan assets at end of year	2015-12-31	$469,262
Total plan assets at beginning of year	2015-12-31	$457,412
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$30,678
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,215
Other income received	2015-12-31	$-16,426
Net income (gross income less expenses)	2015-12-31	$11,850
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$469,262
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$457,412
Total contributions received or receivable from employer(s)	2015-12-31	$16,425
2014 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$62,872
Expenses. Total of all expenses incurred	2014-12-31	$4,941
Total plan assets at end of year	2014-12-31	$457,412
Total plan assets at beginning of year	2014-12-31	$399,481
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$28,539
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,941
Other income received	2014-12-31	$18,927
Net income (gross income less expenses)	2014-12-31	$57,931
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$457,412
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$399,481
Total contributions received or receivable from employer(s)	2014-12-31	$15,406
2013 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$822
Total income from all sources	2013-12-31	$90,121
Expenses. Total of all expenses incurred	2013-12-31	$3,723
Total plan assets at end of year	2013-12-31	$399,481
Total plan assets at beginning of year	2013-12-31	$312,261
Value of fidelity bond covering the plan	2013-12-31	$35,000
Total contributions received or receivable from participants	2013-12-31	$28,199
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,723
Other income received	2013-12-31	$47,054
Net income (gross income less expenses)	2013-12-31	$86,398
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$399,481
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$312,261
Total contributions received or receivable from employer(s)	2013-12-31	$14,868
2012 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$64,191
Expenses. Total of all expenses incurred	2012-12-31	$2,292
Total plan assets at end of year	2012-12-31	$312,261
Total plan assets at beginning of year	2012-12-31	$250,362
Value of fidelity bond covering the plan	2012-12-31	$35,000
Total contributions received or receivable from participants	2012-12-31	$27,069
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,292
Other income received	2012-12-31	$22,706
Net income (gross income less expenses)	2012-12-31	$61,899
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$312,261
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$250,362
Total contributions received or receivable from employer(s)	2012-12-31	$14,416
2011 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$59,168
Expenses. Total of all expenses incurred	2011-12-31	$2,617
Total plan assets at end of year	2011-12-31	$250,362
Total plan assets at beginning of year	2011-12-31	$193,811
Total contributions received or receivable from participants	2011-12-31	$26,013
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,617
Contributions received from other sources (not participants or employers)	2011-12-31	$27,040
Other income received	2011-12-31	$-4,811
Net income (gross income less expenses)	2011-12-31	$56,551
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$250,362
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$193,811
Total contributions received or receivable from employer(s)	2011-12-31	$10,926
2010 : STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$194,291
Expenses. Total of all expenses incurred	2010-12-31	$480
Total plan assets at end of year	2010-12-31	$193,811
Total contributions received or receivable from participants	2010-12-31	$21,010
Expenses. Other expenses not covered elsewhere	2010-12-31	$480
Contributions received from other sources (not participants or employers)	2010-12-31	$161,906
Other income received	2010-12-31	$11,375
Net income (gross income less expenses)	2010-12-31	$193,811
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$193,811

Form 5500 Responses for STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN

2023: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEPHEN H. PASSALACQUA, DDS, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN H. PASSALACQUA, DDS, PC
Employer identification number (EIN):	271528313
NAIC Classification:	621210
NAIC Description:	Offices of Dentists