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STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 401k Plan overview

Plan NameSTEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN
Plan identification number 001

STEVEN J. MARCELLO, D.D.S. RETIREMENT 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.
  • 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.
  • 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

STEVEN J. MARCELLO, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN J. MARCELLO, D.D.S.
Employer identification number (EIN):721213741
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN MARCELLO2024-09-30
0012022-01-01STEVEN MARCELLO2023-10-27
0012021-01-01STEVEN MARCELLO2022-10-05
0012020-01-01STEVEN MARCELLO2021-09-15
0012019-01-01STEVEN MARCELLO2020-08-13
0012018-01-01STEVEN MARCELLO2019-08-27
0012017-01-01STEVEN MARCELLO2018-08-07
0012016-01-01STEVEN MARCELLO2017-09-20
0012015-01-01STEVEN MARCELLO
0012014-01-01STEVEN MARCELLO
0012013-01-01STEVEN MARCELLO
0012012-01-01STEVEN MARCELLO
0012011-01-01STEVEN MARCELLO

Plan Statistics for STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN

401k plan membership statisitcs for STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN

Measure Date Value
2015: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN

Measure Date Value
2015 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$118,866
Expenses. Total of all expenses incurred2015-12-31$417,140
Benefits paid (including direct rollovers)2015-12-31$416,835
Total plan assets at end of year2015-12-31$389,186
Total plan assets at beginning of year2015-12-31$687,460
Total contributions received or receivable from participants2015-12-31$48,000
Other income received2015-12-31$-4,793
Net income (gross income less expenses)2015-12-31$-298,274
Net plan assets at end of year (total assets less liabilities)2015-12-31$389,186
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$687,460
Total contributions received or receivable from employer(s)2015-12-31$75,659
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$227,856
Expenses. Total of all expenses incurred2014-12-31$2,481,980
Benefits paid (including direct rollovers)2014-12-31$2,481,795
Total plan assets at end of year2014-12-31$687,460
Total plan assets at beginning of year2014-12-31$2,941,584
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$185
Other income received2014-12-31$105,710
Net income (gross income less expenses)2014-12-31$-2,254,124
Net plan assets at end of year (total assets less liabilities)2014-12-31$687,460
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,941,584
Total contributions received or receivable from employer(s)2014-12-31$76,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$505,841
Expenses. Total of all expenses incurred2013-12-31$19,243
Benefits paid (including direct rollovers)2013-12-31$19,116
Total plan assets at end of year2013-12-31$2,941,584
Total plan assets at beginning of year2013-12-31$2,454,986
Total contributions received or receivable from participants2013-12-31$46,003
Other income received2013-12-31$384,539
Net income (gross income less expenses)2013-12-31$486,598
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,941,584
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,454,986
Total contributions received or receivable from employer(s)2013-12-31$75,299
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$365,823
Expenses. Total of all expenses incurred2012-12-31$60
Total plan assets at end of year2012-12-31$2,454,986
Total plan assets at beginning of year2012-12-31$2,089,223
Total contributions received or receivable from participants2012-12-31$46,248
Other income received2012-12-31$247,762
Net income (gross income less expenses)2012-12-31$365,763
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,454,986
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,089,223
Total contributions received or receivable from employer(s)2012-12-31$71,813
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$156,752
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,089,223
Total plan assets at beginning of year2011-12-31$1,932,471
Total contributions received or receivable from participants2011-12-31$45,248
Other income received2011-12-31$41,435
Net income (gross income less expenses)2011-12-31$156,752
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,089,223
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,932,471
Total contributions received or receivable from employer(s)2011-12-31$70,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$314,178
Expenses. Total of all expenses incurred2010-12-31$8,894
Benefits paid (including direct rollovers)2010-12-31$8,786
Total plan assets at end of year2010-12-31$1,932,471
Total plan assets at beginning of year2010-12-31$1,627,187
Total contributions received or receivable from participants2010-12-31$45,248
Expenses. Other expenses not covered elsewhere2010-12-31$108
Other income received2010-12-31$196,898
Net income (gross income less expenses)2010-12-31$305,284
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,932,471
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,627,187
Total contributions received or receivable from employer(s)2010-12-31$72,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN

2015: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 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: STEVEN J. MARCELLO, D.D.S. RETIREMENT 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: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 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: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 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: STEVEN J. MARCELLO, D.D.S. RETIREMENT PLAN 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

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