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| Plan Name | JOSEPH F VERZINO PLAN & TRUST ACCOUNT |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOSEPH F. VERZINO, D.M.D., |
| Employer identification number (EIN): | 061499089 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOSEPH VERZINO | 2024-05-20 | ||
| 001 | 2022-01-01 | JOSEPH VERZINO | 2023-05-11 | ||
| 001 | 2021-01-01 | JOSEPH VERZINO | 2022-05-12 | JOSEPH VERZINO | 2022-05-12 |
| 001 | 2020-01-01 | JOSEPH VERZINO | 2021-07-20 | JOSEPH VERZINO | 2021-07-20 |
| 001 | 2019-01-01 | JOSEPH VERZINO | 2020-06-05 | JOSEPH F VERZINO | 2020-06-05 |
| 001 | 2018-01-01 | JOSEPH VERZINO | 2019-05-06 | JOSEPH VERZINO | 2019-05-06 |
| 001 | 2017-01-01 | JOSEPH VERZINO | 2018-05-01 | JOSEPH F VERZINO DMD | 2018-05-01 |
| 001 | 2016-01-01 | JOSEPH VERZINO | 2017-04-24 | JOSEPH VERZINO | 2017-04-24 |
| 001 | 2015-01-01 | JOSEPH VERZINO | 2016-07-07 | ||
| 001 | 2014-01-01 | JOSEPH VERZINO | |||
| 001 | 2013-01-01 | JOSEPH VERZINO | 2014-09-26 | ||
| 001 | 2012-01-01 | JOSEPH VERZINO | 2015-07-20 | DR. VERZINO | 2014-09-26 |
| 001 | 2011-01-01 | MARLENE ALBINI | 2012-07-17 | ||
| 001 | 2010-01-01 | MARLENE ALBINI | 2011-09-20 |
| Measure | Date | Value |
|---|---|---|
| 2014: JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2014 : JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $99,582 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,747 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,747 |
| Total plan assets at end of year | 2014-12-31 | $1,026,182 |
| Total plan assets at beginning of year | 2014-12-31 | $933,347 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Other income received | 2014-12-31 | $38,324 |
| Net income (gross income less expenses) | 2014-12-31 | $92,835 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,026,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $933,347 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $61,258 |
| 2014: JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||
| Policy contract number | 107612 | ||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) | |||||||||||||||||||||||
| Policy contract number | 600017559 | ||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||
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