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DIMITRI M. PETRO, M.D. RETIREMENT PLAN 401k Plan overview

Plan NameDIMITRI M. PETRO, M.D. RETIREMENT PLAN
Plan identification number 001

DIMITRI M. PETRO, M.D. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

DIMITRI M. PETRO, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DIMITRI M. PETRO, M.D.
Employer identification number (EIN):251127265
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIMITRI M. PETRO, M.D. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-05-01
0012018-05-01
0012017-05-01
0012016-05-01
0012015-05-01ANTHONY PISCITELLI2017-07-24 ANTHONY PISCITELLI2017-07-24
0012014-05-01
0012013-05-01DIMITRI M PETRO2014-07-28 DIMITRI M PETRO2014-07-28
0012012-05-01DIMITRI M PETRO2013-09-23
0012011-05-01DIMITRI M PETRO
0012010-05-01DIMITRI M PETRO
0012009-05-01DIMITRI M PETRO

Plan Statistics for DIMITRI M. PETRO, M.D. RETIREMENT PLAN

401k plan membership statisitcs for DIMITRI M. PETRO, M.D. RETIREMENT PLAN

Measure Date Value
2011: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-014
Total number of active participants reported on line 7a of the Form 55002011-05-013
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-013
Number of participants with account balances2011-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-014
Total number of active participants reported on line 7a of the Form 55002010-05-014
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-014
Number of participants with account balances2010-05-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
2009: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-014
Total number of active participants reported on line 7a of the Form 55002009-05-014
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-014
Number of participants with account balances2009-05-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on DIMITRI M. PETRO, M.D. RETIREMENT PLAN

Measure Date Value
2012 : DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-04-30$0
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$25,522
Expenses. Total of all expenses incurred2012-04-30$33,631
Benefits paid (including direct rollovers)2012-04-30$33,631
Total plan assets at end of year2012-04-30$322,994
Total plan assets at beginning of year2012-04-30$331,103
Value of fidelity bond covering the plan2012-04-30$50,000
Other income received2012-04-30$15,522
Net income (gross income less expenses)2012-04-30$-8,109
Net plan assets at end of year (total assets less liabilities)2012-04-30$322,994
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$331,103
Total contributions received or receivable from employer(s)2012-04-30$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$1
Funding deficiency by the employer to the plan for this plan year2012-04-30$0
Minimum employer required contribution for this plan year2012-04-30$10,000
Amount contributed by the employer to the plan for this plan year2012-04-30$10,000
2011 : DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$26,385
Expenses. Total of all expenses incurred2011-04-30$21,760
Benefits paid (including direct rollovers)2011-04-30$21,700
Total plan assets at end of year2011-04-30$331,103
Total plan assets at beginning of year2011-04-30$326,478
Value of fidelity bond covering the plan2011-04-30$50,000
Total contributions received or receivable from participants2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$30
Contributions received from other sources (not participants or employers)2011-04-30$0
Other income received2011-04-30$13,390
Noncash contributions received2011-04-30$0
Net income (gross income less expenses)2011-04-30$4,625
Net plan assets at end of year (total assets less liabilities)2011-04-30$331,103
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$326,478
Total contributions received or receivable from employer(s)2011-04-30$12,995
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Funding deficiency by the employer to the plan for this plan year2011-04-30$0
Minimum employer required contribution for this plan year2011-04-30$12,995
Amount contributed by the employer to the plan for this plan year2011-04-30$12,995
2010 : DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$34,280
Funding deficiency by the employer to the plan for this plan year2010-04-30$0
Minimum employer required contribution for this plan year2010-04-30$13,610
Amount contributed by the employer to the plan for this plan year2010-04-30$13,610

Form 5500 Responses for DIMITRI M. PETRO, M.D. RETIREMENT PLAN

2011: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: DIMITRI M. PETRO, M.D. RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7139
Policy instance 1
Insurance contract or identification number7139
Number of Individuals Covered3
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7139
Policy instance 1
Insurance contract or identification number7139
Number of Individuals Covered4
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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