401k Plan data: FRANCIS X. BALSAMO PROFIT SHARING PLAN plan

FRANCIS X. BALSAMO PROFIT SHARING PLAN 401k Plan overview

Plan Name	FRANCIS X. BALSAMO PROFIT SHARING PLAN
Plan identification number	001

FRANCIS X. BALSAMO PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

FRANCIS X. BALSAMO has sponsored the creation of one or more 401k plans.

Company Name: FRANCIS X. BALSAMO

Employer identification number (EIN): 222253357

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCIS X. BALSAMO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 FRANCIS BALSAMO 2023-10-09
001 2021-01-01 FRANCIS BALSAMO 2022-10-10
001 2020-01-01 FRANCIS BALSAMO 2021-10-11
001 2019-01-01 FRANCIS X. BALSAMO 2020-07-22
001 2018-01-01 FRANCIS X. BALSAMO 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 FRANCIS X. BALSAMO
001 2013-01-01
001 2012-01-01 FRANCES X. BALSAMO
001 2011-01-01 FRANCES X. BALSAMO
001 2009-01-01 FRANCIS X BALSAMO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	FRANCIS BALSAMO	2023-10-09
001	2021-01-01	FRANCIS BALSAMO	2022-10-10
001	2020-01-01	FRANCIS BALSAMO	2021-10-11
001	2019-01-01	FRANCIS X. BALSAMO	2020-07-22
001	2018-01-01	FRANCIS X. BALSAMO	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	FRANCIS X. BALSAMO
001	2013-01-01
001	2012-01-01	FRANCES X. BALSAMO
001	2011-01-01	FRANCES X. BALSAMO
001	2009-01-01	FRANCIS X BALSAMO

Plan Statistics for FRANCIS X. BALSAMO PROFIT SHARING PLAN

401k plan membership statisitcs for FRANCIS X. BALSAMO PROFIT SHARING PLAN

Measure Date Value
2022: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
2021: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
2009: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5

Measure	Date	Value
2022: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
2021: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
2009: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5

Financial Data on FRANCIS X. BALSAMO PROFIT SHARING PLAN

Measure	Date	Value
2022 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-572,322
Expenses. Total of all expenses incurred	2022-12-31	$42,445
Benefits paid (including direct rollovers)	2022-12-31	$42,445
Total plan assets at end of year	2022-12-31	$4,434,081
Total plan assets at beginning of year	2022-12-31	$5,048,848
Other income received	2022-12-31	$-590,508
Net income (gross income less expenses)	2022-12-31	$-614,767
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,434,081
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,048,848
Total contributions received or receivable from employer(s)	2022-12-31	$18,186
2021 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,062,454
Expenses. Total of all expenses incurred	2021-12-31	$399,599
Benefits paid (including direct rollovers)	2021-12-31	$399,599
Total plan assets at end of year	2021-12-31	$5,048,848
Total plan assets at beginning of year	2021-12-31	$4,385,993
Other income received	2021-12-31	$823,609
Net income (gross income less expenses)	2021-12-31	$662,855
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,048,848
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,385,993
Total contributions received or receivable from employer(s)	2021-12-31	$238,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$715,176
Expenses. Total of all expenses incurred	2020-12-31	$102,701
Benefits paid (including direct rollovers)	2020-12-31	$102,701
Total plan assets at end of year	2020-12-31	$4,385,993
Total plan assets at beginning of year	2020-12-31	$3,773,518
Other income received	2020-12-31	$623,249
Net income (gross income less expenses)	2020-12-31	$612,475
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,385,993
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,773,518
Total contributions received or receivable from employer(s)	2020-12-31	$91,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total income from all sources	2019-12-31	$765,067
Expenses. Total of all expenses incurred	2019-12-31	$246,878
Benefits paid (including direct rollovers)	2019-12-31	$246,878
Total plan assets at end of year	2019-12-31	$3,773,518
Total plan assets at beginning of year	2019-12-31	$3,255,329
Other income received	2019-12-31	$741,664
Net income (gross income less expenses)	2019-12-31	$518,189
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,773,518
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,255,329
Total contributions received or receivable from employer(s)	2019-12-31	$23,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-61,986
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,255,329
Total plan assets at beginning of year	2018-12-31	$3,317,315
Other income received	2018-12-31	$-84,421
Net income (gross income less expenses)	2018-12-31	$-61,986
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,255,329
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,317,315
Total contributions received or receivable from employer(s)	2018-12-31	$22,435
2017 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$445,749
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,317,315
Total plan assets at beginning of year	2017-12-31	$2,871,566
Other income received	2017-12-31	$425,584
Net income (gross income less expenses)	2017-12-31	$445,749
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,317,315
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,871,566
Total contributions received or receivable from employer(s)	2017-12-31	$20,165
2016 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$259,464
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,871,566
Total plan assets at beginning of year	2016-12-31	$2,612,102
Other income received	2016-12-31	$237,911
Net income (gross income less expenses)	2016-12-31	$259,464
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,871,566
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,612,102
Total contributions received or receivable from employer(s)	2016-12-31	$21,553
2015 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-36,670
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,612,102
Total plan assets at beginning of year	2015-12-31	$2,648,772
Other income received	2015-12-31	$-64,912
Net income (gross income less expenses)	2015-12-31	$-36,670
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,612,102
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,648,772
Total contributions received or receivable from employer(s)	2015-12-31	$28,242
2014 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$261,613
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,648,772
Total plan assets at beginning of year	2014-12-31	$2,387,159
Other income received	2014-12-31	$232,056
Net income (gross income less expenses)	2014-12-31	$261,613
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,648,772
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,387,159
Total contributions received or receivable from employer(s)	2014-12-31	$29,557
2013 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$320,333
Total plan assets at end of year	2013-12-31	$2,387,159
Total plan assets at beginning of year	2013-12-31	$2,066,826
Other income received	2013-12-31	$274,229
Net income (gross income less expenses)	2013-12-31	$320,333
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,387,159
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,066,826
Total contributions received or receivable from employer(s)	2013-12-31	$46,104
2012 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$233,081
Total plan assets at end of year	2012-12-31	$2,066,826
Total plan assets at beginning of year	2012-12-31	$1,833,745
Other income received	2012-12-31	$185,856
Net income (gross income less expenses)	2012-12-31	$233,081
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,066,826
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,833,745
Total contributions received or receivable from employer(s)	2012-12-31	$47,225
2011 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$141,577
Total plan assets at end of year	2011-12-31	$1,833,745
Total plan assets at beginning of year	2011-12-31	$1,692,168
Other income received	2011-12-31	$76,947
Net income (gross income less expenses)	2011-12-31	$141,577
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,833,745
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,692,168
Total contributions received or receivable from employer(s)	2011-12-31	$64,630
2010 : FRANCIS X. BALSAMO PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$233,150
Total plan assets at end of year	2010-12-31	$1,692,168
Total plan assets at beginning of year	2010-12-31	$1,459,018
Other income received	2010-12-31	$167,202
Net income (gross income less expenses)	2010-12-31	$233,150
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,692,168
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,459,018
Total contributions received or receivable from employer(s)	2010-12-31	$65,948

Form 5500 Responses for FRANCIS X. BALSAMO PROFIT SHARING PLAN

2022: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FRANCIS X. BALSAMO PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FRANCIS X. BALSAMO
Employer identification number (EIN):	222253357
NAIC Classification:	621210
NAIC Description:	Offices of Dentists