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JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 003

JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

JAROSZ & VALENTE ORTHODONTICS PC has sponsored the creation of one or more 401k plans.

Company Name:JAROSZ & VALENTE ORTHODONTICS PC
Employer identification number (EIN):362740710
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JERRY JAROSZ
0032016-01-01JEROME JAROSZ
0032016-01-01
0032015-01-01JEROME JAROSZ
0032014-01-01JEROME JAROSZ
0032013-01-01JEROME JAROSZ
0032012-01-01JEROME JAROSZ
0032011-01-01JEROME JAROSZ
0032009-01-01JEROME JAROSZ

Plan Statistics for JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-016
Total of all active and inactive participants2020-01-0118
Total participants2020-01-0118
Number of participants with account balances2020-01-010
2019: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
2018: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Total of all active and inactive participants2018-01-0121
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Total of all active and inactive participants2017-01-0120
Total participants2017-01-0120
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Total of all active and inactive participants2016-01-0119
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
2015: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Total of all active and inactive participants2015-01-0118
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
2014: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Total of all active and inactive participants2014-01-0118
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Total of all active and inactive participants2013-01-0119
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
2012: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Total of all active and inactive participants2012-01-0117
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
2011: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Total of all active and inactive participants2009-01-0122
Total participants2009-01-0122
Number of participants with account balances2009-01-0122

Financial Data on JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$263,322
Expenses. Total of all expenses incurred2020-12-31$7,751
Total plan assets at end of year2020-12-31$2,471,545
Total plan assets at beginning of year2020-12-31$2,215,974
Value of fidelity bond covering the plan2020-12-31$150,000
Expenses. Other expenses not covered elsewhere2020-12-31$7,751
Other income received2020-12-31$263,322
Net income (gross income less expenses)2020-12-31$255,571
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,471,545
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,215,974
2019 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$347,971
Expenses. Total of all expenses incurred2019-12-31$57,843
Benefits paid (including direct rollovers)2019-12-31$47,918
Total plan assets at end of year2019-12-31$2,215,974
Total plan assets at beginning of year2019-12-31$1,925,846
Value of fidelity bond covering the plan2019-12-31$150,000
Expenses. Other expenses not covered elsewhere2019-12-31$9,925
Other income received2019-12-31$347,971
Net income (gross income less expenses)2019-12-31$290,128
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,215,974
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,925,846
2018 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$10,050
Expenses. Total of all expenses incurred2018-12-31$9,218
Total plan assets at end of year2018-12-31$1,925,846
Total plan assets at beginning of year2018-12-31$1,925,014
Value of fidelity bond covering the plan2018-12-31$150,000
Expenses. Other expenses not covered elsewhere2018-12-31$9,218
Other income received2018-12-31$-119,085
Net income (gross income less expenses)2018-12-31$832
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,925,846
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,925,014
Total contributions received or receivable from employer(s)2018-12-31$129,135
2017 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$364,079
Expenses. Total of all expenses incurred2017-12-31$7,861
Total plan assets at end of year2017-12-31$1,925,014
Total plan assets at beginning of year2017-12-31$1,568,796
Value of fidelity bond covering the plan2017-12-31$150,000
Expenses. Other expenses not covered elsewhere2017-12-31$7,861
Other income received2017-12-31$239,171
Net income (gross income less expenses)2017-12-31$356,218
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,925,014
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,568,796
Total contributions received or receivable from employer(s)2017-12-31$124,908
2016 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$194,852
Total plan assets at end of year2016-12-31$1,568,796
Total plan assets at beginning of year2016-12-31$1,373,944
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$70,303
Net income (gross income less expenses)2016-12-31$194,852
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,568,796
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,373,944
Total contributions received or receivable from employer(s)2016-12-31$124,549
2015 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$218,857
Expenses. Total of all expenses incurred2015-12-31$121,243
Benefits paid (including direct rollovers)2015-12-31$121,243
Total plan assets at end of year2015-12-31$1,373,944
Total plan assets at beginning of year2015-12-31$1,276,330
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$95,498
Net income (gross income less expenses)2015-12-31$97,614
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,373,944
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,276,330
Total contributions received or receivable from employer(s)2015-12-31$123,359
2014 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$166,082
Expenses. Total of all expenses incurred2014-12-31$8,010
Benefits paid (including direct rollovers)2014-12-31$8,010
Total plan assets at end of year2014-12-31$1,276,330
Total plan assets at beginning of year2014-12-31$1,118,258
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$46,949
Net income (gross income less expenses)2014-12-31$158,072
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,276,330
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,118,258
Total contributions received or receivable from employer(s)2014-12-31$119,133
2013 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$247,141
Total plan assets at end of year2013-12-31$1,118,258
Total plan assets at beginning of year2013-12-31$871,117
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$127,772
Net income (gross income less expenses)2013-12-31$247,141
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,118,258
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$871,117
Total contributions received or receivable from employer(s)2013-12-31$119,369
2012 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$171,518
Total plan assets at end of year2012-12-31$871,117
Total plan assets at beginning of year2012-12-31$699,599
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$64,120
Net income (gross income less expenses)2012-12-31$171,518
Net plan assets at end of year (total assets less liabilities)2012-12-31$871,117
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$699,599
Total contributions received or receivable from employer(s)2012-12-31$107,398
2011 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$77,961
Expenses. Total of all expenses incurred2011-12-31$34,252
Benefits paid (including direct rollovers)2011-12-31$34,252
Total plan assets at end of year2011-12-31$699,599
Total plan assets at beginning of year2011-12-31$655,890
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-4,933
Net income (gross income less expenses)2011-12-31$43,709
Net plan assets at end of year (total assets less liabilities)2011-12-31$699,599
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$655,890
Total contributions received or receivable from employer(s)2011-12-31$82,894
2010 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$125,077
Total plan assets at end of year2010-12-31$655,890
Total plan assets at beginning of year2010-12-31$530,813
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$59,077
Net income (gross income less expenses)2010-12-31$125,077
Net plan assets at end of year (total assets less liabilities)2010-12-31$655,890
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$530,813
Total contributions received or receivable from employer(s)2010-12-31$66,000

Form 5500 Responses for JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST

2020: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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