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RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameRICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST
Plan identification number 003

RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

RICHARD J GUSTAFERRO DDS has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J GUSTAFERRO DDS
Employer identification number (EIN):341653994
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01RICHARD J GUSTAFERRO
0032014-01-01RICHARD J GUSTAFERRO
0032013-01-01RICHARD J GUSTAFERRO
0032012-01-01JULIE QUINN
0032011-01-01RICHARD J GUSTAFERRO
0032010-01-01RICHARD GUSTAFERRO
0032009-01-01RICHARD GUSTAFERRO RICHARD GUSTAFERRO2010-05-04

Plan Statistics for RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST

Measure Date Value
2015: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
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 participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST

Measure Date Value
2015 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources2015-12-31$5,360
Expenses. Total of all expenses incurred2015-12-31$313,517
Benefits paid (including direct rollovers)2015-12-31$312,614
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$308,157
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$5,360
Net income (gross income less expenses)2015-12-31$-308,157
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$308,157
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$903
2014 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources2014-12-31$3,177
Expenses. Total of all expenses incurred2014-12-31$3,807
Total plan assets at end of year2014-12-31$308,157
Total plan assets at beginning of year2014-12-31$308,787
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$-9,671
Net income (gross income less expenses)2014-12-31$-630
Net plan assets at end of year (total assets less liabilities)2014-12-31$308,157
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$308,787
Total contributions received or receivable from employer(s)2014-12-31$12,848
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,807
2013 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources2013-12-31$62,477
Expenses. Total of all expenses incurred2013-12-31$360,294
Benefits paid (including direct rollovers)2013-12-31$354,726
Total plan assets at end of year2013-12-31$308,787
Total plan assets at beginning of year2013-12-31$606,604
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$50,173
Net income (gross income less expenses)2013-12-31$-297,817
Net plan assets at end of year (total assets less liabilities)2013-12-31$308,787
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$606,604
Total contributions received or receivable from employer(s)2013-12-31$12,304
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$354,726
2012 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources2012-12-31$81,562
Expenses. Total of all expenses incurred2012-12-31$6,463
Total plan assets at end of year2012-12-31$606,604
Total plan assets at beginning of year2012-12-31$531,505
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$60,592
Net income (gross income less expenses)2012-12-31$75,099
Net plan assets at end of year (total assets less liabilities)2012-12-31$606,604
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$531,505
Total contributions received or receivable from employer(s)2012-12-31$20,970
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,463
2011 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-12-31$17,381
Expenses. Total of all expenses incurred2011-12-31$14,877
Total plan assets at end of year2011-12-31$531,505
Total plan assets at beginning of year2011-12-31$529,001
Value of fidelity bond covering the plan2011-12-31$50,000
Expenses. Other expenses not covered elsewhere2011-12-31$14,877
Net income (gross income less expenses)2011-12-31$2,504
Net plan assets at end of year (total assets less liabilities)2011-12-31$531,505
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$529,001
Total contributions received or receivable from employer(s)2011-12-31$17,381
2010 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources2010-12-31$69,898
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$529,001
Total plan assets at beginning of year2010-12-31$459,103
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$52,841
Net income (gross income less expenses)2010-12-31$69,898
Net plan assets at end of year (total assets less liabilities)2010-12-31$529,001
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$459,103
Total contributions received or receivable from employer(s)2010-12-31$17,057

Form 5500 Responses for RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST

2015: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN 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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