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JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

JOSEPH M. BALOCCO, JR., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH M. BALOCCO, JR., P.A.
Employer identification number (EIN):463405830
NAIC Classification:541190

Additional information about JOSEPH M. BALOCCO, JR., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2013-08-05
Company Identification Number: P13000065367
Legal Registered Office Address: 4332 East Tradewinds Avenue

Lauderdale by the Sea

33308

More information about JOSEPH M. BALOCCO, JR., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JOSEPH M. BALOCCO, JR.
0012015-01-01JOSEPH M. BALOCCO, JR.
0012014-01-01JOSEPH M. BALOCCO, JR.
0012013-09-01JOSEPH M. BALOCCO, JR. JOSEPH M. BALOCCO, JR.2014-06-19

Plan Statistics for JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-014
Total number of active participants reported on line 7a of the Form 55002013-09-013
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-011
Total of all active and inactive participants2013-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-014
Number of participants with account balances2013-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010

Financial Data on JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$171,900
Expenses. Total of all expenses incurred2017-12-31$362,765
Benefits paid (including direct rollovers)2017-12-31$362,765
Total plan assets at end of year2017-12-31$809,531
Total plan assets at beginning of year2017-12-31$1,000,396
Value of fidelity bond covering the plan2017-12-31$110,000
Total contributions received or receivable from participants2017-12-31$56,321
Other income received2017-12-31$44,963
Net income (gross income less expenses)2017-12-31$-190,865
Net plan assets at end of year (total assets less liabilities)2017-12-31$809,531
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,000,396
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$70,616
2016 : JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$368,729
Expenses. Total of all expenses incurred2016-12-31$10,837
Total plan assets at end of year2016-12-31$1,000,396
Total plan assets at beginning of year2016-12-31$642,504
Value of fidelity bond covering the plan2016-12-31$110,000
Total contributions received or receivable from participants2016-12-31$54,803
Expenses. Other expenses not covered elsewhere2016-12-31$4,911
Other income received2016-12-31$259,214
Net income (gross income less expenses)2016-12-31$357,892
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,000,396
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$642,504
Assets. Value of real-estate (other than employer real property)2016-12-31$465,000
Total contributions received or receivable from employer(s)2016-12-31$54,712
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,926
2015 : JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$64,147
Expenses. Total of all expenses incurred2015-12-31$10,118
Total plan assets at end of year2015-12-31$601,130
Total plan assets at beginning of year2015-12-31$547,101
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$49,609
Expenses. Other expenses not covered elsewhere2015-12-31$10,118
Other income received2015-12-31$-5,302
Net income (gross income less expenses)2015-12-31$54,029
Net plan assets at end of year (total assets less liabilities)2015-12-31$601,130
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$547,101
Assets. Value of real-estate (other than employer real property)2015-12-31$245,550
Total contributions received or receivable from employer(s)2015-12-31$19,840
2014 : JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$112,385
Expenses. Total of all expenses incurred2014-12-31$209,348
Benefits paid (including direct rollovers)2014-12-31$195,232
Total plan assets at end of year2014-12-31$547,101
Total plan assets at beginning of year2014-12-31$644,064
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$39,242
Expenses. Other expenses not covered elsewhere2014-12-31$14,116
Other income received2014-12-31$14,415
Net income (gross income less expenses)2014-12-31$-96,963
Net plan assets at end of year (total assets less liabilities)2014-12-31$547,101
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$644,064
Assets. Value of real-estate (other than employer real property)2014-12-31$245,550
Total contributions received or receivable from employer(s)2014-12-31$58,728
2013 : JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$97,118
Expenses. Total of all expenses incurred2013-12-31$1,001,425
Benefits paid (including direct rollovers)2013-12-31$994,791
Total plan assets at end of year2013-12-31$644,064
Total plan assets at beginning of year2013-12-31$1,548,371
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$28,039
Expenses. Other expenses not covered elsewhere2013-12-31$6,634
Other income received2013-12-31$67,363
Net income (gross income less expenses)2013-12-31$-904,307
Net plan assets at end of year (total assets less liabilities)2013-12-31$644,064
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,548,371
Assets. Value of real-estate (other than employer real property)2013-12-31$245,550
Total contributions received or receivable from employer(s)2013-12-31$1,716

Form 5500 Responses for JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN

2017: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes

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