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HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 401k Plan overview

Plan NameHERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN
Plan identification number 001

HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

HERMAN A. DONATELLI, DMD, LLC has sponsored the creation of one or more 401k plans.

Company Name:HERMAN A. DONATELLI, DMD, LLC
Employer identification number (EIN):275132889
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LENORA C. WILSON
0012016-01-01LENORA C. WILSON
0012015-01-01LENORA C. WILSON
0012014-01-01LENORA C. WILSON
0012013-01-01LENORA C. WILSON
0012012-01-01LENORA C. WILSON
0012011-01-01LENORA C. WILSON

Plan Statistics for HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN

401k plan membership statisitcs for HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN

Measure Date Value
2019: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-012
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 balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
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: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 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: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
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 benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-014
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 participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN

Measure Date Value
2019 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2019 401k financial data
Total income from all sources2019-12-31$138,692
Total plan assets at end of year2019-12-31$608,151
Total plan assets at beginning of year2019-12-31$469,459
Total contributions received or receivable from participants2019-12-31$50,000
Other income received2019-12-31$58,252
Net income (gross income less expenses)2019-12-31$138,692
Net plan assets at end of year (total assets less liabilities)2019-12-31$608,151
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$469,459
Total contributions received or receivable from employer(s)2019-12-31$30,440
2018 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2018 401k financial data
Total income from all sources2018-12-31$74,761
Expenses. Total of all expenses incurred2018-12-31$32,551
Benefits paid (including direct rollovers)2018-12-31$32,551
Total plan assets at end of year2018-12-31$469,459
Total plan assets at beginning of year2018-12-31$427,249
Value of fidelity bond covering the plan2018-12-31$47,000
Total contributions received or receivable from participants2018-12-31$48,000
Other income received2018-12-31$-6,689
Net income (gross income less expenses)2018-12-31$42,210
Net plan assets at end of year (total assets less liabilities)2018-12-31$469,459
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$427,249
Total contributions received or receivable from employer(s)2018-12-31$33,450
2017 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2017 401k financial data
Total income from all sources2017-12-31$93,326
Expenses. Total of all expenses incurred2017-12-31$26,606
Benefits paid (including direct rollovers)2017-12-31$26,606
Total plan assets at end of year2017-12-31$427,249
Total plan assets at beginning of year2017-12-31$360,529
Value of fidelity bond covering the plan2017-12-31$42,800
Total contributions received or receivable from participants2017-12-31$48,116
Other income received2017-12-31$39,964
Net income (gross income less expenses)2017-12-31$66,720
Net plan assets at end of year (total assets less liabilities)2017-12-31$427,249
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$360,529
Total contributions received or receivable from employer(s)2017-12-31$5,246
2016 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2016 401k financial data
Total income from all sources2016-12-31$71,576
Total plan assets at end of year2016-12-31$360,529
Total plan assets at beginning of year2016-12-31$288,953
Value of fidelity bond covering the plan2016-12-31$36,100
Total contributions received or receivable from participants2016-12-31$52,889
Other income received2016-12-31$14,576
Net income (gross income less expenses)2016-12-31$71,576
Net plan assets at end of year (total assets less liabilities)2016-12-31$360,529
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$288,953
Total contributions received or receivable from employer(s)2016-12-31$4,111
2015 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2015 401k financial data
Total income from all sources2015-12-31$53,391
Total plan assets at end of year2015-12-31$288,953
Total plan assets at beginning of year2015-12-31$235,562
Value of fidelity bond covering the plan2015-12-31$28,900
Total contributions received or receivable from participants2015-12-31$50,369
Other income received2015-12-31$-1,935
Net income (gross income less expenses)2015-12-31$53,391
Net plan assets at end of year (total assets less liabilities)2015-12-31$288,953
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$235,562
Total contributions received or receivable from employer(s)2015-12-31$4,957
2014 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2014 401k financial data
Total income from all sources2014-12-31$61,123
Total plan assets at end of year2014-12-31$235,562
Total plan assets at beginning of year2014-12-31$174,439
Value of fidelity bond covering the plan2014-12-31$23,600
Total contributions received or receivable from participants2014-12-31$51,473
Other income received2014-12-31$3,219
Net income (gross income less expenses)2014-12-31$61,123
Net plan assets at end of year (total assets less liabilities)2014-12-31$235,562
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$174,439
Total contributions received or receivable from employer(s)2014-12-31$6,431
2013 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2013 401k financial data
Total income from all sources2013-12-31$61,608
Total plan assets at end of year2013-12-31$174,439
Total plan assets at beginning of year2013-12-31$112,831
Value of fidelity bond covering the plan2013-12-31$17,500
Total contributions received or receivable from participants2013-12-31$52,709
Other income received2013-12-31$2,284
Net income (gross income less expenses)2013-12-31$61,608
Net plan assets at end of year (total assets less liabilities)2013-12-31$174,439
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$112,831
Total contributions received or receivable from employer(s)2013-12-31$6,615
2012 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2012 401k financial data
Total income from all sources2012-12-31$57,158
Total plan assets at end of year2012-12-31$112,831
Total plan assets at beginning of year2012-12-31$55,674
Value of fidelity bond covering the plan2012-12-31$12,000
Total contributions received or receivable from participants2012-12-31$50,409
Other income received2012-12-31$440
Net income (gross income less expenses)2012-12-31$57,158
Net plan assets at end of year (total assets less liabilities)2012-12-31$112,831
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$55,674
Total contributions received or receivable from employer(s)2012-12-31$6,309
2011 : HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2011 401k financial data
Total income from all sources2011-12-31$55,674
Total plan assets at end of year2011-12-31$55,674
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$5,600
Total contributions received or receivable from participants2011-12-31$49,409
Other income received2011-12-31$2
Net income (gross income less expenses)2011-12-31$55,674
Net plan assets at end of year (total assets less liabilities)2011-12-31$55,674
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$6,263

Form 5500 Responses for HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN

2019: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERMAN A. DONATELLI, DMD, LLC SAFE HARBOR 401KPLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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