401k Plan data: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST plan

PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST
Plan identification number	002

PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

PAUL M. POLYVIOU, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: PAUL M. POLYVIOU, D.D.S., P.C.

Employer identification number (EIN): 381953926

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2018-12-03
002 2016-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2017-12-07
002 2015-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2016-12-08
002 2014-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2015-12-14
002 2013-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2014-12-29
002 2012-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2013-12-09
002 2011-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2012-12-07
002 2010-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2011-11-15
002 2009-06-01 PAUL M. POLYVIOU, TRUSTEE PAUL M. POLYVIOU, TRUSTEE 2010-12-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2017-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2018-12-03
002	2016-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2017-12-07
002	2015-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2016-12-08
002	2014-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2015-12-14
002	2013-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2014-12-29
002	2012-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2013-12-09
002	2011-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2012-12-07
002	2010-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2011-11-15
002	2009-06-01	PAUL M. POLYVIOU, TRUSTEE	PAUL M. POLYVIOU, TRUSTEE	2010-12-20

Plan Statistics for PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-06-01 32
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 22
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 9
Total of all active and inactive participants 2022-06-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 31
Number of participants with account balances 2022-06-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-06-01 27
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 18
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 13
Total of all active and inactive participants 2021-06-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 31
Number of participants with account balances 2021-06-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-06-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 16
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 11
Total of all active and inactive participants 2020-06-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 27
Number of participants with account balances 2020-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-06-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 16
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 10
Total of all active and inactive participants 2019-06-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 26
Number of participants with account balances 2019-06-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-06-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 15
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 8
Total of all active and inactive participants 2018-06-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 23
Number of participants with account balances 2018-06-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-06-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 14
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 7
Total of all active and inactive participants 2017-06-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 21
Number of participants with account balances 2017-06-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-06-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 13
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 7
Total of all active and inactive participants 2016-06-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 20
Number of participants with account balances 2016-06-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-06-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 11
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 8
Total of all active and inactive participants 2015-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 19
Number of participants with account balances 2015-06-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 9
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 11
Total of all active and inactive participants 2014-06-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 20
Number of participants with account balances 2014-06-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-06-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 10
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 7
Total of all active and inactive participants 2013-06-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 17
Number of participants with account balances 2013-06-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 10
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 6
Total of all active and inactive participants 2012-06-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 16
Number of participants with account balances 2012-06-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 9
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 7
Total of all active and inactive participants 2011-06-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 16
Number of participants with account balances 2011-06-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 9
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 6
Total of all active and inactive participants 2010-06-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 15
Number of participants with account balances 2010-06-01 15
2009: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 13
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 2
Total of all active and inactive participants 2009-06-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 15
Number of participants with account balances 2009-06-01 15

Measure	Date	Value
2022: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-06-01	32
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	22
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	9
Total of all active and inactive participants	2022-06-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	31
Number of participants with account balances	2022-06-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-06-01	27
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	18
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	13
Total of all active and inactive participants	2021-06-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	31
Number of participants with account balances	2021-06-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-06-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	16
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	11
Total of all active and inactive participants	2020-06-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	27
Number of participants with account balances	2020-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-06-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	16
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	10
Total of all active and inactive participants	2019-06-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	26
Number of participants with account balances	2019-06-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-06-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	15
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	8
Total of all active and inactive participants	2018-06-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	23
Number of participants with account balances	2018-06-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-06-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	14
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	7
Total of all active and inactive participants	2017-06-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	21
Number of participants with account balances	2017-06-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-06-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	13
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	7
Total of all active and inactive participants	2016-06-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	20
Number of participants with account balances	2016-06-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-06-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	11
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	8
Total of all active and inactive participants	2015-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	19
Number of participants with account balances	2015-06-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	9
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	11
Total of all active and inactive participants	2014-06-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	20
Number of participants with account balances	2014-06-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-06-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	10
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	7
Total of all active and inactive participants	2013-06-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	17
Number of participants with account balances	2013-06-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	10
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	6
Total of all active and inactive participants	2012-06-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	16
Number of participants with account balances	2012-06-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	9
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	7
Total of all active and inactive participants	2011-06-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	16
Number of participants with account balances	2011-06-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	9
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	6
Total of all active and inactive participants	2010-06-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	15
Number of participants with account balances	2010-06-01	15
2009: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	13
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	2
Total of all active and inactive participants	2009-06-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	15
Number of participants with account balances	2009-06-01	15

Financial Data on PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-05-31	$388,535
Expenses. Total of all expenses incurred	2023-05-31	$95,034
Benefits paid (including direct rollovers)	2023-05-31	$95,034
Total plan assets at end of year	2023-05-31	$2,455,690
Total plan assets at beginning of year	2023-05-31	$2,162,189
Value of fidelity bond covering the plan	2023-05-31	$100,000
Total contributions received or receivable from participants	2023-05-31	$46,787
Other income received	2023-05-31	$304,187
Net income (gross income less expenses)	2023-05-31	$293,501
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$2,455,690
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$2,162,189
Assets. Value of participant loans	2023-05-31	$10,432
Total contributions received or receivable from employer(s)	2023-05-31	$37,561
2022 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-05-31	$-391,096
Expenses. Total of all expenses incurred	2022-05-31	$6,403
Benefits paid (including direct rollovers)	2022-05-31	$6,403
Total plan assets at end of year	2022-05-31	$2,162,189
Total plan assets at beginning of year	2022-05-31	$2,559,688
Value of fidelity bond covering the plan	2022-05-31	$100,000
Total contributions received or receivable from participants	2022-05-31	$40,955
Other income received	2022-05-31	$-464,048
Net income (gross income less expenses)	2022-05-31	$-397,499
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$2,162,189
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$2,559,688
Assets. Value of participant loans	2022-05-31	$11,076
Total contributions received or receivable from employer(s)	2022-05-31	$31,997
2021 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-05-31	$684,035
Expenses. Total of all expenses incurred	2021-05-31	$297
Benefits paid (including direct rollovers)	2021-05-31	$297
Total plan assets at end of year	2021-05-31	$2,559,688
Total plan assets at beginning of year	2021-05-31	$1,875,950
Value of fidelity bond covering the plan	2021-05-31	$100,000
Total contributions received or receivable from participants	2021-05-31	$41,288
Other income received	2021-05-31	$612,594
Net income (gross income less expenses)	2021-05-31	$683,738
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$2,559,688
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$1,875,950
Assets. Value of participant loans	2021-05-31	$15,643
Total contributions received or receivable from employer(s)	2021-05-31	$30,153
2020 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-05-31	$174,252
Expenses. Total of all expenses incurred	2020-05-31	$54,746
Benefits paid (including direct rollovers)	2020-05-31	$54,746
Total plan assets at end of year	2020-05-31	$1,875,950
Total plan assets at beginning of year	2020-05-31	$1,756,444
Value of fidelity bond covering the plan	2020-05-31	$100,000
Total contributions received or receivable from participants	2020-05-31	$34,705
Other income received	2020-05-31	$113,970
Net income (gross income less expenses)	2020-05-31	$119,506
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$1,875,950
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$1,756,444
Assets. Value of participant loans	2020-05-31	$21,306
Total contributions received or receivable from employer(s)	2020-05-31	$25,577
2019 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-05-31	$160,481
Expenses. Total of all expenses incurred	2019-05-31	$1,454
Benefits paid (including direct rollovers)	2019-05-31	$1,454
Total plan assets at end of year	2019-05-31	$1,756,444
Total plan assets at beginning of year	2019-05-31	$1,597,417
Total contributions received or receivable from participants	2019-05-31	$38,618
Other income received	2019-05-31	$97,636
Net income (gross income less expenses)	2019-05-31	$159,027
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$1,756,444
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$1,597,417
Assets. Value of participant loans	2019-05-31	$13,538
Total contributions received or receivable from employer(s)	2019-05-31	$24,227
2018 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-05-31	$186,212
Expenses. Total of all expenses incurred	2018-05-31	$85,040
Benefits paid (including direct rollovers)	2018-05-31	$85,040
Total plan assets at end of year	2018-05-31	$1,597,417
Total plan assets at beginning of year	2018-05-31	$1,496,245
Total contributions received or receivable from participants	2018-05-31	$39,940
Other income received	2018-05-31	$123,311
Net income (gross income less expenses)	2018-05-31	$101,172
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$1,597,417
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$1,496,245
Assets. Value of participant loans	2018-05-31	$18,456
Total contributions received or receivable from employer(s)	2018-05-31	$22,961
2017 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-05-31	$267,008
Total plan assets at end of year	2017-05-31	$1,496,245
Total plan assets at beginning of year	2017-05-31	$1,229,237
Total contributions received or receivable from participants	2017-05-31	$41,002
Other income received	2017-05-31	$150,103
Net income (gross income less expenses)	2017-05-31	$267,008
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$1,496,245
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$1,229,237
Assets. Value of participant loans	2017-05-31	$23,004
Total contributions received or receivable from employer(s)	2017-05-31	$75,903
2016 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-05-31	$78,905
Expenses. Total of all expenses incurred	2016-05-31	$13,187
Benefits paid (including direct rollovers)	2016-05-31	$13,187
Total plan assets at end of year	2016-05-31	$1,229,237
Total plan assets at beginning of year	2016-05-31	$1,163,519
Total contributions received or receivable from participants	2016-05-31	$37,134
Other income received	2016-05-31	$21,965
Net income (gross income less expenses)	2016-05-31	$65,718
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$1,229,237
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$1,163,519
Assets. Value of participant loans	2016-05-31	$7,893
Total contributions received or receivable from employer(s)	2016-05-31	$19,806
2015 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-05-31	$95,825
Total plan assets at end of year	2015-05-31	$1,163,519
Total plan assets at beginning of year	2015-05-31	$1,067,694
Total contributions received or receivable from participants	2015-05-31	$38,670
Other income received	2015-05-31	$38,053
Net income (gross income less expenses)	2015-05-31	$95,825
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$1,163,519
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$1,067,694
Assets. Value of participant loans	2015-05-31	$847
Total contributions received or receivable from employer(s)	2015-05-31	$19,102
2014 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-05-31	$178,123
Expenses. Total of all expenses incurred	2014-05-31	$6,178
Benefits paid (including direct rollovers)	2014-05-31	$6,178
Total plan assets at end of year	2014-05-31	$1,067,694
Total plan assets at beginning of year	2014-05-31	$895,749
Value of fidelity bond covering the plan	2014-05-31	$100,000
Total contributions received or receivable from participants	2014-05-31	$32,944
Other income received	2014-05-31	$126,714
Net income (gross income less expenses)	2014-05-31	$171,945
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$1,067,694
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$895,749
Assets. Value of participant loans	2014-05-31	$3,382
Total contributions received or receivable from employer(s)	2014-05-31	$18,465
2013 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-05-31	$190,350
Expenses. Total of all expenses incurred	2013-05-31	$24,384
Benefits paid (including direct rollovers)	2013-05-31	$24,384
Total plan assets at end of year	2013-05-31	$895,749
Total plan assets at beginning of year	2013-05-31	$729,783
Total contributions received or receivable from participants	2013-05-31	$35,333
Other income received	2013-05-31	$87,867
Net income (gross income less expenses)	2013-05-31	$165,966
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$895,749
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$729,783
Assets. Value of participant loans	2013-05-31	$7,987
Total contributions received or receivable from employer(s)	2013-05-31	$67,150
2012 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-05-31	$71,438
Expenses. Total of all expenses incurred	2012-05-31	$39,871
Benefits paid (including direct rollovers)	2012-05-31	$39,871
Total plan assets at end of year	2012-05-31	$729,783
Total plan assets at beginning of year	2012-05-31	$698,216
Value of fidelity bond covering the plan	2012-05-31	$50,000
Total contributions received or receivable from participants	2012-05-31	$37,478
Other income received	2012-05-31	$-31,476
Net income (gross income less expenses)	2012-05-31	$31,567
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$729,783
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$698,216
Assets. Value of participant loans	2012-05-31	$19,480
Total contributions received or receivable from employer(s)	2012-05-31	$65,436
2011 : PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-05-31	$197,346
Expenses. Total of all expenses incurred	2011-05-31	$879
Benefits paid (including direct rollovers)	2011-05-31	$879
Total plan assets at end of year	2011-05-31	$698,216
Total plan assets at beginning of year	2011-05-31	$501,749
Value of fidelity bond covering the plan	2011-05-31	$50,000
Total contributions received or receivable from participants	2011-05-31	$39,028
Other income received	2011-05-31	$98,318
Net income (gross income less expenses)	2011-05-31	$196,467
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$698,216
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$501,749
Assets. Value of participant loans	2011-05-31	$30,413
Total contributions received or receivable from employer(s)	2011-05-31	$60,000

Form 5500 Responses for PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST

2022: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: PAUL M POLYVIOU, DDS, PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PAUL M. POLYVIOU, D.D.S., P.C.
Employer identification number (EIN):	381953926
NAIC Classification:	621210
NAIC Description:	Offices of Dentists