401k Plan data: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN plan

MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN
Plan identification number	002

MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

MARK F. UGAI PC has sponsored the creation of one or more 401k plans.

Company Name: MARK F. UGAI PC

Employer identification number (EIN): 840942758

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2019-02-04
002 2016-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2018-02-13
002 2015-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2017-01-17
002 2014-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2016-01-14
002 2013-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2014-08-15
002 2012-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2013-08-30
002 2011-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2012-08-27
002 2009-07-01 MARK F. UGAI, D.D.S., P.C. MARK F. UGAI, D.D.S., P.C. 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2019-02-04
002	2016-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2018-02-13
002	2015-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2017-01-17
002	2014-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2016-01-14
002	2013-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2014-08-15
002	2012-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2013-08-30
002	2011-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2012-08-27
002	2009-07-01	MARK F. UGAI, D.D.S., P.C.	MARK F. UGAI, D.D.S., P.C.	2010-09-30

Plan Statistics for MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2021: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 2
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 2
Number of participants with account balances 2020-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 2
Number of participants with account balances 2019-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 2
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 2
Number of participants with account balances 2018-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 2
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 2
Number of participants with account balances 2017-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 2
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 2
Number of participants with account balances 2016-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 2
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 2
Number of participants with account balances 2015-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 2
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 2
Number of participants with account balances 2014-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 2
Number of participants with account balances 2013-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 3
2012: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 5
Number of participants with account balances 2012-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 5
Number of participants with account balances 2011-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 5
Number of participants with account balances 2009-07-01 5

Measure	Date	Value
2021: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	2
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	2
Number of participants with account balances	2020-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	2
Number of participants with account balances	2019-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	2
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	2
Number of participants with account balances	2018-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	2
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	2
Number of participants with account balances	2017-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	2
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	2
Number of participants with account balances	2016-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	2
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	2
Number of participants with account balances	2015-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	2
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	2
Number of participants with account balances	2014-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	2
Number of participants with account balances	2013-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	3
2012: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	5
Number of participants with account balances	2012-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	5
Number of participants with account balances	2011-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	5
Number of participants with account balances	2009-07-01	5

Financial Data on MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2022 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$465,052
Expenses. Total of all expenses incurred	2022-06-30	$6,074,790
Benefits paid (including direct rollovers)	2022-06-30	$6,058,326
Total plan assets at end of year	2022-06-30	$0
Total plan assets at beginning of year	2022-06-30	$5,609,738
Other income received	2022-06-30	$465,052
Net income (gross income less expenses)	2022-06-30	$-5,609,738
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$5,609,738
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$16,464
2021 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$1,397,152
Expenses. Total of all expenses incurred	2021-06-30	$30,410
Total plan assets at end of year	2021-06-30	$5,609,738
Total plan assets at beginning of year	2021-06-30	$4,242,996
Other income received	2021-06-30	$1,397,152
Net income (gross income less expenses)	2021-06-30	$1,366,742
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$5,609,738
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$4,242,996
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$30,410
2020 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$60,998
Expenses. Total of all expenses incurred	2020-06-30	$24,056
Total plan assets at end of year	2020-06-30	$4,242,996
Total plan assets at beginning of year	2020-06-30	$4,206,054
Expenses. Other expenses not covered elsewhere	2020-06-30	$184
Other income received	2020-06-30	$60,998
Net income (gross income less expenses)	2020-06-30	$36,942
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,242,996
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,206,054
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$23,872
2019 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$434,142
Expenses. Total of all expenses incurred	2019-06-30	$20,254
Total plan assets at end of year	2019-06-30	$4,206,054
Total plan assets at beginning of year	2019-06-30	$3,792,166
Expenses. Other expenses not covered elsewhere	2019-06-30	$186
Other income received	2019-06-30	$434,142
Net income (gross income less expenses)	2019-06-30	$413,888
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,206,054
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$3,792,166
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$20,068
2018 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$297,033
Expenses. Total of all expenses incurred	2018-06-30	$19,399
Total plan assets at end of year	2018-06-30	$3,792,166
Total plan assets at beginning of year	2018-06-30	$3,514,532
Expenses. Other expenses not covered elsewhere	2018-06-30	$154
Other income received	2018-06-30	$297,033
Net income (gross income less expenses)	2018-06-30	$277,634
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$3,792,166
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$3,514,532
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$19,245
2017 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$402,732
Expenses. Total of all expenses incurred	2017-06-30	$17,908
Total plan assets at end of year	2017-06-30	$3,514,532
Total plan assets at beginning of year	2017-06-30	$3,129,708
Expenses. Other expenses not covered elsewhere	2017-06-30	$128
Other income received	2017-06-30	$402,732
Net income (gross income less expenses)	2017-06-30	$384,824
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$3,514,532
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,129,708
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$17,780
2016 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$128,236
Expenses. Total of all expenses incurred	2016-06-30	$13,761
Total plan assets at end of year	2016-06-30	$3,129,708
Total plan assets at beginning of year	2016-06-30	$3,015,233
Expenses. Other expenses not covered elsewhere	2016-06-30	$210
Other income received	2016-06-30	$109,436
Net income (gross income less expenses)	2016-06-30	$114,475
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,129,708
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,015,233
Total contributions received or receivable from employer(s)	2016-06-30	$18,800
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$13,551
2015 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$117,637
Expenses. Total of all expenses incurred	2015-06-30	$13,019
Total plan assets at end of year	2015-06-30	$3,015,233
Total plan assets at beginning of year	2015-06-30	$2,910,615
Expenses. Other expenses not covered elsewhere	2015-06-30	$200
Other income received	2015-06-30	$96,637
Net income (gross income less expenses)	2015-06-30	$104,618
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,015,233
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,910,615
Total contributions received or receivable from employer(s)	2015-06-30	$21,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$12,819
2014 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$508,723
Expenses. Total of all expenses incurred	2014-06-30	$349,114
Benefits paid (including direct rollovers)	2014-06-30	$342,373
Total plan assets at end of year	2014-06-30	$2,910,615
Total plan assets at beginning of year	2014-06-30	$2,751,006
Expenses. Other expenses not covered elsewhere	2014-06-30	$182
Other income received	2014-06-30	$469,832
Net income (gross income less expenses)	2014-06-30	$159,609
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,910,615
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,751,006
Total contributions received or receivable from employer(s)	2014-06-30	$38,891
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$6,559
2013 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$419,067
Expenses. Total of all expenses incurred	2013-06-30	$6,089
Total plan assets at end of year	2013-06-30	$2,751,006
Total plan assets at beginning of year	2013-06-30	$2,338,028
Expenses. Other expenses not covered elsewhere	2013-06-30	$87
Other income received	2013-06-30	$342,791
Net income (gross income less expenses)	2013-06-30	$412,978
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,751,006
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,338,028
Total contributions received or receivable from employer(s)	2013-06-30	$76,276
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$6,002
2012 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$64,574
Expenses. Total of all expenses incurred	2012-06-30	$1,209
Total plan assets at end of year	2012-06-30	$2,338,028
Total plan assets at beginning of year	2012-06-30	$2,274,663
Expenses. Other expenses not covered elsewhere	2012-06-30	$23
Other income received	2012-06-30	$-738
Net income (gross income less expenses)	2012-06-30	$63,365
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,338,028
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,274,663
Total contributions received or receivable from employer(s)	2012-06-30	$65,312
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$1,186
2011 : MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$454,761
Total plan assets at end of year	2011-06-30	$2,274,663
Total plan assets at beginning of year	2011-06-30	$1,819,902
Other income received	2011-06-30	$391,225
Net income (gross income less expenses)	2011-06-30	$454,761
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,274,663
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,819,902
Total contributions received or receivable from employer(s)	2011-06-30	$63,536

Form 5500 Responses for MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN

2021: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MARK F. UGAI, D.D.S., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK F. UGAI PC
Employer identification number (EIN):	840942758
NAIC Classification:	621210
NAIC Description:	Offices of Dentists