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ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT A. MARRERO DDS PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT A. MARRERO DDS 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
  • 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.
  • 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

ROBERT A. MARRERO DDS PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. MARRERO DDS PC
Employer identification number (EIN):364268768
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01DEBORAH BERRA
0012012-01-01DEBORAH BERRA
0012011-01-01DEBORAH BERRA
0012009-01-01DEBORAH BERRA
0012007-01-01DEBORAH BERRA

Plan Statistics for ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN

Measure Date Value
2013: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-018
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-012
Total of all active and inactive participants2007-01-018
Total participants2007-01-018
Number of participants with account balances2007-01-016

Financial Data on ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN

Measure Date Value
2013 : ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$13,684
Expenses. Total of all expenses incurred2013-12-31$84,315
Benefits paid (including direct rollovers)2013-12-31$84,300
Total plan assets at end of year2013-12-31$104,931
Total plan assets at beginning of year2013-12-31$175,562
Value of fidelity bond covering the plan2013-12-31$25,000
Other income received2013-12-31$13,684
Net income (gross income less expenses)2013-12-31$-70,631
Net plan assets at end of year (total assets less liabilities)2013-12-31$104,931
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$175,562
Assets. Value of participant loans2013-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15
2012 : ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$32,680
Expenses. Total of all expenses incurred2012-12-31$143,340
Benefits paid (including direct rollovers)2012-12-31$143,295
Total plan assets at end of year2012-12-31$168,562
Total plan assets at beginning of year2012-12-31$279,222
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$32,680
Net income (gross income less expenses)2012-12-31$-110,660
Net plan assets at end of year (total assets less liabilities)2012-12-31$168,562
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$279,222
Assets. Value of participant loans2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$7,000
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$45
2011 : ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-56,090
Expenses. Total of all expenses incurred2011-12-31$363,219
Benefits paid (including direct rollovers)2011-12-31$363,219
Total plan assets at end of year2011-12-31$279,222
Total plan assets at beginning of year2011-12-31$698,531
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-56,090
Net income (gross income less expenses)2011-12-31$-419,309
Net plan assets at end of year (total assets less liabilities)2011-12-31$279,222
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$698,531
2010 : ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$102,920
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$698,531
Total plan assets at beginning of year2010-12-31$595,611
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$102,920
Net income (gross income less expenses)2010-12-31$102,920
Net plan assets at end of year (total assets less liabilities)2010-12-31$698,531
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$595,611

Form 5500 Responses for ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN

2013: ROBERT A. MARRERO DDS 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: ROBERT A. MARRERO DDS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ROBERT A. MARRERO DDS 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
2009: ROBERT A. MARRERO DDS 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
2007: ROBERT A. MARRERO DDS 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

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