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DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN 401k Plan overview

Plan NameDAVID P. FUCINARI, D.D.S., P.C. 401K PLAN
Plan identification number 001

DAVID P. FUCINARI, D.D.S., P.C. 401K 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • 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

DAVID P. FUCINARI, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID P. FUCINARI, D.D.S., P.C.
Employer identification number (EIN):382530278
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID FUCINARI2023-11-02 DAVID FUCINARI2023-11-02
0012022-01-01DAVID P. FUCINARI2023-04-04 DAVID P. FUCINARI2023-04-04
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DAVID P. FUCINARI2017-08-09
0012015-01-01DAVID P. FUCINARI2016-06-13
0012014-01-01DAVID P. FUCINARI2015-06-18
0012013-01-01DAVID P. FUCINARI2014-08-20
0012012-01-01DAVID P. FUCINARI2013-10-03
0012011-01-01DAVID P. FUCINARI2012-09-24
0012009-01-01DAVID P. FUCINARI

Plan Statistics for DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN

401k plan membership statisitcs for DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN

Measure Date Value
2009: DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN

Measure Date Value
2010 : DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$134,094
Expenses. Total of all expenses incurred2010-12-31$9,893
Total plan assets at end of year2010-12-31$1,036,230
Total plan assets at beginning of year2010-12-31$912,029
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,136
Other income received2010-12-31$82,805
Net income (gross income less expenses)2010-12-31$124,201
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,036,230
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$912,029
Total contributions received or receivable from employer(s)2010-12-31$16,153
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,893

Form 5500 Responses for DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN

2009: DAVID P. FUCINARI, D.D.S., P.C. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70520086
Policy instance 1
Insurance contract or identification number70520086
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70626378
Policy instance 2
Insurance contract or identification number70626378
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number21072127
Policy instance 3
Insurance contract or identification number21072127
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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