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ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

ROBERT D. AGNOLETTI, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT D. AGNOLETTI, D.D.S., INC.
Employer identification number (EIN):942443592
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT AGNOLETTI, DDS2024-10-08 ROBERT AGNOLETTI, DDS2024-10-08
0022022-01-01ROBERT AGNOLETTI, DDS2023-06-08 ROBERT AGNOLETTI, DDS2023-06-08
0022021-01-01ROBERT AGNOLETTI, DDS2022-07-20 ROBERT AGNOLETTI, DDS2022-07-20
0022020-01-01ROBERT AGNOLETTI, DDS2021-10-14 ROBERT AGNOLETTI, DDS2021-10-14
0022019-01-01ROBERT AGNOLETTI, DDS2020-09-22 ROBERT AGNOLETTI, DDS2020-09-22
0022018-01-01ROBERT AGNOLETTI, DDS2019-10-07 ROBERT AGNOLETTI, DDS2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01SADIE POURFATHI
0022014-01-01SADIE POURFATHI
0022013-01-01
0022012-01-01ROBERT AGNOLETTI, D.D.S.
0022011-01-01ROBERT AGNOLETTI, D.D.S.
0022009-01-01ROBERT D. AGNOLETTI, D.D.S.

Plan Statistics for ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT D. AGNOLETTI, D. D. S. , INC. 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 benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT D. AGNOLETTI, D. D. S. , INC. 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 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
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 participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING 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 benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$568,769
Expenses. Total of all expenses incurred2023-12-31$185,398
Benefits paid (including direct rollovers)2023-12-31$152,804
Total plan assets at end of year2023-12-31$4,301,281
Total plan assets at beginning of year2023-12-31$3,917,910
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$39,628
Expenses. Other expenses not covered elsewhere2023-12-31$827
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$494,141
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$383,371
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,301,281
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,917,910
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$35,000
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$31,767
2022 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-639,832
Expenses. Total of all expenses incurred2022-12-31$212,246
Benefits paid (including direct rollovers)2022-12-31$180,357
Total plan assets at end of year2022-12-31$3,917,910
Total plan assets at beginning of year2022-12-31$4,769,988
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$30,619
Expenses. Other expenses not covered elsewhere2022-12-31$699
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-676,134
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-852,078
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,917,910
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,769,988
Assets. Value of real-estate (other than employer real property)2022-12-31$617,600
Total contributions received or receivable from employer(s)2022-12-31$5,683
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$31,190
2021 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$617,973
Expenses. Total of all expenses incurred2021-12-31$215,520
Benefits paid (including direct rollovers)2021-12-31$171,380
Total plan assets at end of year2021-12-31$4,769,988
Total plan assets at beginning of year2021-12-31$4,367,535
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$29,051
Expenses. Other expenses not covered elsewhere2021-12-31$11,154
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$538,522
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$402,453
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,769,988
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,367,535
Assets. Value of real-estate (other than employer real property)2021-12-31$666,900
Total contributions received or receivable from employer(s)2021-12-31$50,400
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$576,906
Expenses. Total of all expenses incurred2020-12-31$63,742
Benefits paid (including direct rollovers)2020-12-31$38,819
Total plan assets at end of year2020-12-31$4,367,535
Total plan assets at beginning of year2020-12-31$3,854,371
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$28,757
Expenses. Other expenses not covered elsewhere2020-12-31$447
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$520,449
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$513,164
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,367,535
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,854,371
Assets. Value of real-estate (other than employer real property)2020-12-31$720,000
Total contributions received or receivable from employer(s)2020-12-31$27,700
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$24,476
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$544,551
Expenses. Total of all expenses incurred2019-12-31$203,720
Benefits paid (including direct rollovers)2019-12-31$169,809
Total plan assets at end of year2019-12-31$3,854,371
Total plan assets at beginning of year2019-12-31$3,513,540
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$28,048
Expenses. Other expenses not covered elsewhere2019-12-31$10,574
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$509,408
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$340,831
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,854,371
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,513,540
Assets. Value of participant loans2019-12-31$11,245
Assets. Value of real-estate (other than employer real property)2019-12-31$730,000
Total contributions received or receivable from employer(s)2019-12-31$7,095
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$23,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$23,945
Expenses. Total of all expenses incurred2018-12-31$110,814
Benefits paid (including direct rollovers)2018-12-31$85,127
Total plan assets at end of year2018-12-31$3,513,540
Total plan assets at beginning of year2018-12-31$3,600,409
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$27,881
Expenses. Other expenses not covered elsewhere2018-12-31$272
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-11,595
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-86,869
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,513,540
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,600,409
Assets. Value of participant loans2018-12-31$11,245
Assets. Value of assets in partnership/joint-venture interests2018-12-31$127,000
Assets. Value of real-estate (other than employer real property)2018-12-31$727,000
Total contributions received or receivable from employer(s)2018-12-31$7,659
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$383,568
Expenses. Total of all expenses incurred2017-12-31$148,116
Benefits paid (including direct rollovers)2017-12-31$115,446
Total plan assets at end of year2017-12-31$3,602,243
Total plan assets at beginning of year2017-12-31$3,366,791
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$27,754
Expenses. Other expenses not covered elsewhere2017-12-31$6,845
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$347,484
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$235,452
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,602,243
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,366,791
Assets. Value of participant loans2017-12-31$6,500
Assets. Value of assets in partnership/joint-venture interests2017-12-31$45,320
Assets. Value of real-estate (other than employer real property)2017-12-31$70,000
Total contributions received or receivable from employer(s)2017-12-31$8,330
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$1
2016 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$432,284
Expenses. Total of all expenses incurred2016-12-31$30,471
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$3,366,791
Total plan assets at beginning of year2016-12-31$2,964,978
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$27,828
Expenses. Other expenses not covered elsewhere2016-12-31$15
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$395,569
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$401,813
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,366,791
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,964,978
Assets. Value of assets in partnership/joint-venture interests2016-12-31$44,000
Assets. Value of real-estate (other than employer real property)2016-12-31$595,000
Total contributions received or receivable from employer(s)2016-12-31$8,887
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30,456
2015 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$133,157
Expenses. Total of all expenses incurred2015-12-31$32,110
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,964,978
Total plan assets at beginning of year2015-12-31$2,863,931
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$27,737
Expenses. Other expenses not covered elsewhere2015-12-31$9,552
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$94,293
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$101,047
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,964,978
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,863,931
Assets. Value of assets in partnership/joint-venture interests2015-12-31$44,000
Assets. Value of real-estate (other than employer real property)2015-12-31$592,731
Total contributions received or receivable from employer(s)2015-12-31$11,127
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,558
2014 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$110,401
Expenses. Total of all expenses incurred2014-12-31$28,157
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,863,931
Total plan assets at beginning of year2014-12-31$2,781,687
Value of fidelity bond covering the plan2014-12-31$5
Total contributions received or receivable from participants2014-12-31$27,215
Assets. Value of loans (other than to participants)2014-12-31$153,440
Expenses. Other expenses not covered elsewhere2014-12-31$5,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$71,931
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$82,244
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,863,931
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,781,687
Assets. Value of assets in partnership/joint-venture interests2014-12-31$42,000
Assets. Value of real-estate (other than employer real property)2014-12-31$385,000
Total contributions received or receivable from employer(s)2014-12-31$11,255
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$23,157
2013 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$491,377
Expenses. Total of all expenses incurred2013-12-31$36,749
Benefits paid (including direct rollovers)2013-12-31$5,025
Total plan assets at end of year2013-12-31$2,781,687
Total plan assets at beginning of year2013-12-31$2,327,059
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$24,970
Assets. Value of loans (other than to participants)2013-12-31$475,050
Expenses. Other expenses not covered elsewhere2013-12-31$12,580
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$455,686
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$454,628
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,781,687
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,327,059
Assets. Value of assets in partnership/joint-venture interests2013-12-31$42,000
Total contributions received or receivable from employer(s)2013-12-31$10,721
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$271,773
Expenses. Total of all expenses incurred2012-12-31$24,686
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,327,059
Total plan assets at beginning of year2012-12-31$2,079,972
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$24,365
Assets. Value of loans (other than to participants)2012-12-31$540,050
Expenses. Other expenses not covered elsewhere2012-12-31$10,314
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$222,839
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$247,087
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,327,059
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,079,972
Assets. Value of assets in partnership/joint-venture interests2012-12-31$42,000
Total contributions received or receivable from employer(s)2012-12-31$24,569
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,372
2011 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-93,975
Expenses. Total of all expenses incurred2011-12-31$23,816
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,079,972
Total plan assets at beginning of year2011-12-31$2,197,763
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$23,750
Assets. Value of loans (other than to participants)2011-12-31$275,048
Expenses. Other expenses not covered elsewhere2011-12-31$9,546
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-141,571
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-117,791
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,079,972
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,197,763
Assets. Value of assets in partnership/joint-venture interests2011-12-31$42,000
Total contributions received or receivable from employer(s)2011-12-31$23,846
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,270
2010 : ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 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$71,180
Expenses. Total of all expenses incurred2010-12-31$150,070
Benefits paid (including direct rollovers)2010-12-31$120,322
Total plan assets at end of year2010-12-31$2,197,763
Total plan assets at beginning of year2010-12-31$2,276,653
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$23,110
Assets. Value of loans (other than to participants)2010-12-31$317,648
Expenses. Other expenses not covered elsewhere2010-12-31$16,867
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$29,869
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-78,890
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,197,763
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,276,653
Assets. Value of assets in partnership/joint-venture interests2010-12-31$42,000
Total contributions received or receivable from employer(s)2010-12-31$18,201
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$12,881
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 ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

2023: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT D. AGNOLETTI, D. D. S. , INC. 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING 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: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING 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
2009: ROBERT D. AGNOLETTI, D. D. S. , INC. 401(K) PROFIT SHARING PLAN 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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