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

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

Plan Name	JOSEPH 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 Type

Defined 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

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JOSEPH M. BALOCCO, JR.
001 2015-01-01 JOSEPH M. BALOCCO, JR.
001 2014-01-01 JOSEPH M. BALOCCO, JR.
001 2013-09-01 JOSEPH 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-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 1
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 3
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 1
Total of all active and inactive participants 2013-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 4
Number of participants with account balances 2013-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0

Measure	Date	Value
2017: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	1
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	3
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	1
Total of all active and inactive participants	2013-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	4
Number of participants with account balances	2013-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0

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 sources	2017-12-31	$171,900
Expenses. Total of all expenses incurred	2017-12-31	$362,765
Benefits paid (including direct rollovers)	2017-12-31	$362,765
Total plan assets at end of year	2017-12-31	$809,531
Total plan assets at beginning of year	2017-12-31	$1,000,396
Value of fidelity bond covering the plan	2017-12-31	$110,000
Total contributions received or receivable from participants	2017-12-31	$56,321
Other income received	2017-12-31	$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 sources	2016-12-31	$368,729
Expenses. Total of all expenses incurred	2016-12-31	$10,837
Total plan assets at end of year	2016-12-31	$1,000,396
Total plan assets at beginning of year	2016-12-31	$642,504
Value of fidelity bond covering the plan	2016-12-31	$110,000
Total contributions received or receivable from participants	2016-12-31	$54,803
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,911
Other income received	2016-12-31	$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 sources	2015-12-31	$64,147
Expenses. Total of all expenses incurred	2015-12-31	$10,118
Total plan assets at end of year	2015-12-31	$601,130
Total plan assets at beginning of year	2015-12-31	$547,101
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$49,609
Expenses. Other expenses not covered elsewhere	2015-12-31	$10,118
Other income received	2015-12-31	$-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 sources	2014-12-31	$112,385
Expenses. Total of all expenses incurred	2014-12-31	$209,348
Benefits paid (including direct rollovers)	2014-12-31	$195,232
Total plan assets at end of year	2014-12-31	$547,101
Total plan assets at beginning of year	2014-12-31	$644,064
Value of fidelity bond covering the plan	2014-12-31	$70,000
Total contributions received or receivable from participants	2014-12-31	$39,242
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,116
Other income received	2014-12-31	$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 sources	2013-12-31	$97,118
Expenses. Total of all expenses incurred	2013-12-31	$1,001,425
Benefits paid (including direct rollovers)	2013-12-31	$994,791
Total plan assets at end of year	2013-12-31	$644,064
Total plan assets at beginning of year	2013-12-31	$1,548,371
Value of fidelity bond covering the plan	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$28,039
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,634
Other income received	2013-12-31	$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
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH M. BALOCCO, JR., P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	JOSEPH M. BALOCCO, JR.
001	2015-01-01	JOSEPH M. BALOCCO, JR.
001	2014-01-01	JOSEPH M. BALOCCO, JR.
001	2013-09-01	JOSEPH M. BALOCCO, JR.	JOSEPH M. BALOCCO, JR.	2014-06-19