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JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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. GERLECZ, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH M. GERLECZ, D.D.S., P.A.
Employer identification number (EIN):592746345
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01ELLEN GERLECZ2022-08-16
0012020-01-01ELLEN GERLECZ2021-10-05
0012019-01-01ELLEN GERLECZ2020-10-15
0012018-01-01ELLEN GERLECZ2019-10-14
0012017-01-01ELLEN GERLECZ2018-06-28
0012016-01-01JOSEPH M. GERLECZ, D.D.S.
0012015-01-01JOSEPH M. GERLECZ, D.D.S.
0012014-01-01JOSEPH M. GERLECZ, D.D.S.
0012013-01-01JOSEPH M. GERLECZ, D.D.S.
0012012-01-01JOSEPH M. GERLECZ, D.D.S.
0012011-01-01JOSEPH M. GERLECZ, D.D.S.
0012009-01-01JOSEPH M. GERLECZ, D.D.S. JOSEPH M. GERLECZ, D.D.S.2010-10-01

Plan Statistics for JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$174,766
Expenses. Total of all expenses incurred2016-12-31$10,895
Benefits paid (including direct rollovers)2016-12-31$10,895
Total plan assets at end of year2016-12-31$1,267,752
Total plan assets at beginning of year2016-12-31$1,103,881
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$58,865
Contributions received from other sources (not participants or employers)2016-12-31$10,270
Noncash contributions received2016-12-31$56,162
Net income (gross income less expenses)2016-12-31$163,871
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,267,752
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,103,881
Assets. Value of participant loans2016-12-31$2,323
Assets. Value of assets in partnership/joint-venture interests2016-12-31$54,609
Total contributions received or receivable from employer(s)2016-12-31$49,469
2015 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$73,360
Expenses. Total of all expenses incurred2015-12-31$8,699
Total plan assets at end of year2015-12-31$1,103,881
Total plan assets at beginning of year2015-12-31$1,039,220
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$55,675
Other income received2015-12-31$-32,588
Net income (gross income less expenses)2015-12-31$64,661
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,103,881
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,039,220
Assets. Value of participant loans2015-12-31$12,366
Assets. Value of assets in partnership/joint-venture interests2015-12-31$54,609
Total contributions received or receivable from employer(s)2015-12-31$50,273
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,699
2014 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$158,527
Expenses. Total of all expenses incurred2014-12-31$17,595
Benefits paid (including direct rollovers)2014-12-31$9,870
Total plan assets at end of year2014-12-31$1,039,220
Total plan assets at beginning of year2014-12-31$898,288
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$55,033
Noncash contributions received2014-12-31$69,194
Net income (gross income less expenses)2014-12-31$140,932
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,039,220
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$898,288
Assets. Value of participant loans2014-12-31$22,003
Assets. Value of assets in partnership/joint-venture interests2014-12-31$54,609
Total contributions received or receivable from employer(s)2014-12-31$34,300
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,725
2013 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$104,411
Expenses. Total of all expenses incurred2013-12-31$6,435
Total plan assets at end of year2013-12-31$898,288
Total plan assets at beginning of year2013-12-31$800,312
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$55,808
Other income received2013-12-31$26,776
Net income (gross income less expenses)2013-12-31$97,976
Net plan assets at end of year (total assets less liabilities)2013-12-31$898,288
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,312
Assets. Value of participant loans2013-12-31$31,239
Assets. Value of assets in partnership/joint-venture interests2013-12-31$54,609
Total contributions received or receivable from employer(s)2013-12-31$21,827
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,435
2012 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$109,887
Expenses. Total of all expenses incurred2012-12-31$69,106
Benefits paid (including direct rollovers)2012-12-31$65,229
Total plan assets at end of year2012-12-31$800,312
Total plan assets at beginning of year2012-12-31$759,531
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$55,026
Other income received2012-12-31$39,821
Net income (gross income less expenses)2012-12-31$40,781
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,312
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$759,531
Assets. Value of participant loans2012-12-31$40,813
Assets. Value of assets in partnership/joint-venture interests2012-12-31$54,609
Total contributions received or receivable from employer(s)2012-12-31$15,040
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,877
2011 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$5,084
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$759,531
Total plan assets at beginning of year2011-12-31$754,447
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$56,703
Other income received2011-12-31$-58,321
Net income (gross income less expenses)2011-12-31$5,084
Net plan assets at end of year (total assets less liabilities)2011-12-31$759,531
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$754,447
Assets. Value of participant loans2011-12-31$25,000
Assets. Value of assets in partnership/joint-venture interests2011-12-31$54,609
Total contributions received or receivable from employer(s)2011-12-31$6,702
2010 : JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$129,302
Expenses. Total of all expenses incurred2010-12-31$6,239
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$754,447
Total plan assets at beginning of year2010-12-31$631,384
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$58,050
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$63,452
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$123,063
Net plan assets at end of year (total assets less liabilities)2010-12-31$754,447
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$631,384
Assets. Value of assets in partnership/joint-venture interests2010-12-31$54,609
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$41,547
Total contributions received or receivable from employer(s)2010-12-31$7,800
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,239

Form 5500 Responses for JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

2016: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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: JOSEPH M. GERLECZ, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 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

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