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DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 401k Plan overview

Plan NameDRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST
Plan identification number 001

DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

DRS. CAPOBIANCO AND STADELMANN INC. has sponsored the creation of one or more 401k plans.

Company Name:DRS. CAPOBIANCO AND STADELMANN INC.
Employer identification number (EIN):050365139
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01NICHOLAS G. CAPOBIANCO2024-07-02 NICHOLAS G. CAPOBIANCO2024-07-02
0012021-10-01NICHOLAS G. CAPOBIANCO2023-07-10 NICHOLAS G. CAPOBIANCO2023-07-10
0012020-10-01NICHOLAS G. CAPOBIANCO2022-07-05 NICHOLAS G. CAPOBIANCO2022-07-05
0012019-10-01NICHOLAS G. CAPOBIANCO2021-07-13 NICHOLAS G. CAPOBIANCO2021-07-13
0012018-10-01NICHOLAS G. CAPOBIANCO2020-07-14 NICHOLAS G. CAPOBIANCO2020-07-14
0012017-10-01NICHOLAS G. CAPOBIANCO2019-07-10 NICHOLAS G. CAPOBIANCO2019-07-10
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012012-10-01NICHOLAS G CAPOBIANCO
0012011-10-01NICHOLAS G CAPOBIANCO
0012009-10-01NICHOLAS G CAPOBIANCO
0012009-10-01NICHOLAS G CAPOBIANCO
0012008-10-01

Plan Statistics for DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST

401k plan membership statisitcs for DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST

Measure Date Value
2022: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-10-011
Number of other retired or separated participants entitled to future benefits2022-10-011
Total of all active and inactive participants2022-10-011
Total participants2022-10-011
Number of participants with account balances2022-10-011
2021: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-011
Total of all active and inactive participants2021-10-011
Total participants2021-10-011
Number of participants with account balances2021-10-011
2020: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-011
Total of all active and inactive participants2020-10-011
Total participants2020-10-011
Number of participants with account balances2020-10-011
2019: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-011
Number of other retired or separated participants entitled to future benefits2019-10-011
Total of all active and inactive participants2019-10-011
Total participants2019-10-011
Number of participants with account balances2019-10-011
2018: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-011
Total of all active and inactive participants2018-10-011
Total participants2018-10-011
Number of participants with account balances2018-10-011
2017: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-011
Total participants2017-10-011
Number of participants with account balances2017-10-011
2016: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-011
Total participants2016-10-011
Number of participants with account balances2016-10-011
2015: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-011
Total participants2015-10-011
Number of participants with account balances2015-10-011
2014: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-013
Number of other retired or separated participants entitled to future benefits2014-10-011
Total of all active and inactive participants2014-10-011
Total participants2014-10-011
Number of participants with account balances2014-10-011
2013: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-013
Total of all active and inactive participants2013-10-013
Total participants2013-10-013
Number of participants with account balances2013-10-013
2012: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-013
Number of other retired or separated participants entitled to future benefits2012-10-013
Total of all active and inactive participants2012-10-013
Total participants2012-10-013
Number of participants with account balances2012-10-013
2011: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-013
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-013
Total participants2011-10-013
Number of participants with account balances2011-10-013
2009: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-013
Number of other retired or separated participants entitled to future benefits2009-10-013
Total of all active and inactive participants2009-10-013
Total participants2009-10-013
Number of participants with account balances2009-10-013

Financial Data on DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST

Measure Date Value
2023 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-09-30$3
Total plan assets at end of year2023-09-30$5,866
Total plan assets at beginning of year2023-09-30$5,863
Other income received2023-09-30$3
Net income (gross income less expenses)2023-09-30$3
Net plan assets at end of year (total assets less liabilities)2023-09-30$5,866
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$5,863
2022 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-09-30$53
Total plan assets at end of year2022-09-30$5,863
Total plan assets at beginning of year2022-09-30$5,810
Other income received2022-09-30$53
Net income (gross income less expenses)2022-09-30$53
Net plan assets at end of year (total assets less liabilities)2022-09-30$5,863
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$5,810
2021 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-09-30$5
Total plan assets at end of year2021-09-30$5,810
Total plan assets at beginning of year2021-09-30$5,805
Other income received2021-09-30$5
Net income (gross income less expenses)2021-09-30$5
Net plan assets at end of year (total assets less liabilities)2021-09-30$5,810
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$5,805
2020 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-09-30$6
Total plan assets at end of year2020-09-30$5,805
Total plan assets at beginning of year2020-09-30$5,799
Other income received2020-09-30$6
Net income (gross income less expenses)2020-09-30$6
Net plan assets at end of year (total assets less liabilities)2020-09-30$5,805
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$5,799
2019 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-09-30$5
Total plan assets at end of year2019-09-30$5,799
Total plan assets at beginning of year2019-09-30$5,794
Other income received2019-09-30$5
Net income (gross income less expenses)2019-09-30$5
Net plan assets at end of year (total assets less liabilities)2019-09-30$5,799
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$5,794
2017 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-09-30$6
Total plan assets at end of year2017-09-30$5,788
Total plan assets at beginning of year2017-09-30$5,782
Other income received2017-09-30$6
Net income (gross income less expenses)2017-09-30$6
Net plan assets at end of year (total assets less liabilities)2017-09-30$5,788
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$5,782
2016 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-09-30$5
Expenses. Total of all expenses incurred2016-09-30$2
Total plan assets at end of year2016-09-30$5,782
Total plan assets at beginning of year2016-09-30$5,779
Expenses. Other expenses not covered elsewhere2016-09-30$2
Other income received2016-09-30$5
Net income (gross income less expenses)2016-09-30$3
Net plan assets at end of year (total assets less liabilities)2016-09-30$5,782
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$5,779
2015 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-09-30$21
Expenses. Total of all expenses incurred2015-09-30$105,330
Benefits paid (including direct rollovers)2015-09-30$105,000
Total plan assets at end of year2015-09-30$5,779
Total plan assets at beginning of year2015-09-30$111,088
Other income received2015-09-30$21
Net income (gross income less expenses)2015-09-30$-105,309
Net plan assets at end of year (total assets less liabilities)2015-09-30$5,779
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$111,088
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$330
2014 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-09-30$222
Expenses. Total of all expenses incurred2014-09-30$595
Total plan assets at end of year2014-09-30$111,088
Total plan assets at beginning of year2014-09-30$111,461
Other income received2014-09-30$222
Net income (gross income less expenses)2014-09-30$-373
Net plan assets at end of year (total assets less liabilities)2014-09-30$111,088
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$111,461
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$595
2013 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-09-30$227
Total plan assets at end of year2013-09-30$111,461
Total plan assets at beginning of year2013-09-30$111,234
Other income received2013-09-30$227
Net income (gross income less expenses)2013-09-30$227
Net plan assets at end of year (total assets less liabilities)2013-09-30$111,461
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$111,234
2012 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-09-30$269
Total plan assets at end of year2012-09-30$111,234
Total plan assets at beginning of year2012-09-30$110,965
Other income received2012-09-30$269
Net income (gross income less expenses)2012-09-30$269
Net plan assets at end of year (total assets less liabilities)2012-09-30$111,234
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$110,965
2011 : DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-09-30$275
Total plan assets at end of year2011-09-30$110,965
Total plan assets at beginning of year2011-09-30$110,690
Other income received2011-09-30$275
Net income (gross income less expenses)2011-09-30$275
Net plan assets at end of year (total assets less liabilities)2011-09-30$110,965
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$110,690

Form 5500 Responses for DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST

2022: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: DRS. CAPOBIANCO AND STADELMANN INC. PENSION PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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