401k Plan data: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST plan

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

Plan Name	RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST
Plan identification number	003

RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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.
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 Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 RICHARD J GUSTAFERRO
003 2014-01-01 RICHARD J GUSTAFERRO
003 2013-01-01 RICHARD J GUSTAFERRO
003 2012-01-01 JULIE QUINN
003 2011-01-01 RICHARD J GUSTAFERRO
003 2010-01-01 RICHARD GUSTAFERRO
003 2009-01-01 RICHARD GUSTAFERRO RICHARD GUSTAFERRO 2010-05-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2015-01-01	RICHARD J GUSTAFERRO
003	2014-01-01	RICHARD J GUSTAFERRO
003	2013-01-01	RICHARD J GUSTAFERRO
003	2012-01-01	JULIE QUINN
003	2011-01-01	RICHARD J GUSTAFERRO
003	2010-01-01	RICHARD GUSTAFERRO
003	2009-01-01	RICHARD GUSTAFERRO	RICHARD GUSTAFERRO	2010-05-04

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-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD J GUSTAFERRO DDS PROFIT SHARING 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2015: RICHARD J GUSTAFERRO DDS PROFIT SHARING 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	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD J GUSTAFERRO DDS PROFIT SHARING 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

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 sources	2015-12-31	$5,360
Expenses. Total of all expenses incurred	2015-12-31	$313,517
Benefits paid (including direct rollovers)	2015-12-31	$312,614
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$308,157
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$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 sources	2014-12-31	$3,177
Expenses. Total of all expenses incurred	2014-12-31	$3,807
Total plan assets at end of year	2014-12-31	$308,157
Total plan assets at beginning of year	2014-12-31	$308,787
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$-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 sources	2013-12-31	$62,477
Expenses. Total of all expenses incurred	2013-12-31	$360,294
Benefits paid (including direct rollovers)	2013-12-31	$354,726
Total plan assets at end of year	2013-12-31	$308,787
Total plan assets at beginning of year	2013-12-31	$606,604
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$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 securities	2013-12-31	$354,726
2012 : RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$81,562
Expenses. Total of all expenses incurred	2012-12-31	$6,463
Total plan assets at end of year	2012-12-31	$606,604
Total plan assets at beginning of year	2012-12-31	$531,505
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$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 sources	2011-12-31	$17,381
Expenses. Total of all expenses incurred	2011-12-31	$14,877
Total plan assets at end of year	2011-12-31	$531,505
Total plan assets at beginning of year	2011-12-31	$529,001
Value of fidelity bond covering the plan	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$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 sources	2010-12-31	$69,898
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$529,001
Total plan assets at beginning of year	2010-12-31	$459,103
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$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
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 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: RICHARD J GUSTAFERRO DDS PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD J GUSTAFERRO DDS PROFIT SHARING 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:	RICHARD J GUSTAFERRO DDS
Employer identification number (EIN):	341653994
NAIC Classification:	621210
NAIC Description:	Offices of Dentists