401k Plan data: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN plan

JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN
Plan identification number	002

JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

JV MACRI ORTHODONTICS P.C. has sponsored the creation of one or more 401k plans.

Company Name: JV MACRI ORTHODONTICS P.C.

Employer identification number (EIN): 352107994

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 MICHAEL J. HACKEN 2020-10-13
002 2018-01-01 JAMES MACRI 2019-10-09
002 2018-01-01 JAMES MACRI 2019-11-21
002 2017-01-01 JAMES MACRI 2018-11-12
002 2017-01-01 JAMES MACRI 2018-10-09
002 2017-01-01 JAMES MACRI 2019-10-09
002 2016-01-01 JAMES MACRI 2017-10-04
002 2015-01-01
002 2014-01-01
002 2013-01-01 JAMES MACRI JAMES MACRI 2014-09-11
002 2012-01-01 JAMES V MACRI
002 2011-01-01 JAMES V MACRI
002 2009-01-01 JAMES V MACRI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	MICHAEL J. HACKEN	2020-10-13
002	2018-01-01	JAMES MACRI	2019-10-09
002	2018-01-01	JAMES MACRI	2019-11-21
002	2017-01-01	JAMES MACRI	2018-11-12
002	2017-01-01	JAMES MACRI	2018-10-09
002	2017-01-01	JAMES MACRI	2019-10-09
002	2016-01-01	JAMES MACRI	2017-10-04
002	2015-01-01
002	2014-01-01
002	2013-01-01	JAMES MACRI		JAMES MACRI	2014-09-11
002	2012-01-01	JAMES V MACRI
002	2011-01-01	JAMES V MACRI
002	2009-01-01	JAMES V MACRI

Plan Statistics for JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN

401k plan membership statisitcs for JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN

Measure Date Value
2015: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 16
2013: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 23
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 21
2012: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 21
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
2011: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 22
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
2009: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 22
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22

Measure	Date	Value
2015: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	16
2013: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	23
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	21
2012: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	21
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
2011: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	22
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
2009: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	22
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22

Financial Data on JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN

Measure	Date	Value
2015 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$25,000
Total income from all sources	2015-12-31	$37,799
Expenses. Total of all expenses incurred	2015-12-31	$127,472
Benefits paid (including direct rollovers)	2015-12-31	$127,470
Total plan assets at end of year	2015-12-31	$3,155,645
Total plan assets at beginning of year	2015-12-31	$3,220,318
Value of fidelity bond covering the plan	2015-12-31	$477,000
Total contributions received or receivable from participants	2015-12-31	$40,897
Expenses. Other expenses not covered elsewhere	2015-12-31	$2
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-3,098
Net income (gross income less expenses)	2015-12-31	$-89,673
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,155,645
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,220,318
Assets. Value of participant loans	2015-12-31	$928
2014 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-8,339
Expenses. Total of all expenses incurred	2014-12-31	$274,635
Benefits paid (including direct rollovers)	2014-12-31	$274,535
Total plan assets at end of year	2014-12-31	$3,220,318
Total plan assets at beginning of year	2014-12-31	$3,503,292
Value of fidelity bond covering the plan	2014-12-31	$275,000
Total contributions received or receivable from participants	2014-12-31	$47,169
Expenses. Other expenses not covered elsewhere	2014-12-31	$100
Contributions received from other sources (not participants or employers)	2014-12-31	$254
Other income received	2014-12-31	$-55,762
Net income (gross income less expenses)	2014-12-31	$-282,974
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,220,318
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,503,292
Assets. Value of participant loans	2014-12-31	$10,106
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$483,376
Expenses. Total of all expenses incurred	2013-12-31	$193,950
Benefits paid (including direct rollovers)	2013-12-31	$189,847
Total plan assets at end of year	2013-12-31	$3,503,292
Total plan assets at beginning of year	2013-12-31	$3,213,866
Value of fidelity bond covering the plan	2013-12-31	$275,000
Total contributions received or receivable from participants	2013-12-31	$51,634
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Other income received	2013-12-31	$431,742
Net income (gross income less expenses)	2013-12-31	$289,426
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,503,292
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,213,866
Assets. Value of participant loans	2013-12-31	$10,395
Value of certain deemed distributions of participant loans	2013-12-31	$4,053
2012 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$201,986
Expenses. Total of all expenses incurred	2012-12-31	$355
Benefits paid (including direct rollovers)	2012-12-31	$335
Total plan assets at end of year	2012-12-31	$3,213,866
Total plan assets at beginning of year	2012-12-31	$3,012,235
Value of fidelity bond covering the plan	2012-12-31	$275,000
Total contributions received or receivable from participants	2012-12-31	$48,129
Other income received	2012-12-31	$153,857
Net income (gross income less expenses)	2012-12-31	$201,631
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,213,866
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,012,235
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$20
2011 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$113,004
Expenses. Total of all expenses incurred	2011-12-31	$40,865
Benefits paid (including direct rollovers)	2011-12-31	$40,751
Total plan assets at end of year	2011-12-31	$3,012,235
Total plan assets at beginning of year	2011-12-31	$2,940,096
Value of fidelity bond covering the plan	2011-12-31	$275,000
Total contributions received or receivable from participants	2011-12-31	$49,943
Other income received	2011-12-31	$63,061
Net income (gross income less expenses)	2011-12-31	$72,139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,012,235
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,940,096
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$114
2010 : JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,973
Expenses. Total of all expenses incurred	2010-12-31	$32,772
Benefits paid (including direct rollovers)	2010-12-31	$32,652
Total plan assets at end of year	2010-12-31	$2,610,444
Total plan assets at beginning of year	2010-12-31	$2,544,243
Value of fidelity bond covering the plan	2010-12-31	$275,000
Total contributions received or receivable from participants	2010-12-31	$48,465
Other income received	2010-12-31	$50,508
Net income (gross income less expenses)	2010-12-31	$66,201
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,610,444
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,544,243
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$120

Form 5500 Responses for JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN

2015: JV MACRI ORTHODONTICS PC 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: JV MACRI ORTHODONTICS PC 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: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JV MACRI ORTHODONTICS PC 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: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JV MACRI ORTHODONTICS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JV MACRI ORTHODONTICS P.C.
Employer identification number (EIN):	352107994
NAIC Classification:	621210
NAIC Description:	Offices of Dentists