JAROSZ & VALENTE ORTHODONTICS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 18 |
2018: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Total of all active and inactive participants | 2016-01-01 | 19 |
Total participants | 2016-01-01 | 19 |
Number of participants with account balances | 2016-01-01 | 19 |
2015: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 18 |
Number of participants with account balances | 2015-01-01 | 18 |
2014: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 18 |
Total participants | 2014-01-01 | 18 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
2012: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 17 |
2011: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2009: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
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 |
---|
2020 : JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $263,322 |
Expenses. Total of all expenses incurred | 2020-12-31 | $7,751 |
Total plan assets at end of year | 2020-12-31 | $2,471,545 |
Total plan assets at beginning of year | 2020-12-31 | $2,215,974 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $7,751 |
Other income received | 2020-12-31 | $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 sources | 2019-12-31 | $347,971 |
Expenses. Total of all expenses incurred | 2019-12-31 | $57,843 |
Benefits paid (including direct rollovers) | 2019-12-31 | $47,918 |
Total plan assets at end of year | 2019-12-31 | $2,215,974 |
Total plan assets at beginning of year | 2019-12-31 | $1,925,846 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $9,925 |
Other income received | 2019-12-31 | $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 sources | 2018-12-31 | $10,050 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,218 |
Total plan assets at end of year | 2018-12-31 | $1,925,846 |
Total plan assets at beginning of year | 2018-12-31 | $1,925,014 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $9,218 |
Other income received | 2018-12-31 | $-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 sources | 2017-12-31 | $364,079 |
Expenses. Total of all expenses incurred | 2017-12-31 | $7,861 |
Total plan assets at end of year | 2017-12-31 | $1,925,014 |
Total plan assets at beginning of year | 2017-12-31 | $1,568,796 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,861 |
Other income received | 2017-12-31 | $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 sources | 2016-12-31 | $194,852 |
Total plan assets at end of year | 2016-12-31 | $1,568,796 |
Total plan assets at beginning of year | 2016-12-31 | $1,373,944 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $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 sources | 2015-12-31 | $218,857 |
Expenses. Total of all expenses incurred | 2015-12-31 | $121,243 |
Benefits paid (including direct rollovers) | 2015-12-31 | $121,243 |
Total plan assets at end of year | 2015-12-31 | $1,373,944 |
Total plan assets at beginning of year | 2015-12-31 | $1,276,330 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Other income received | 2015-12-31 | $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 sources | 2014-12-31 | $166,082 |
Expenses. Total of all expenses incurred | 2014-12-31 | $8,010 |
Benefits paid (including direct rollovers) | 2014-12-31 | $8,010 |
Total plan assets at end of year | 2014-12-31 | $1,276,330 |
Total plan assets at beginning of year | 2014-12-31 | $1,118,258 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $247,141 |
Total plan assets at end of year | 2013-12-31 | $1,118,258 |
Total plan assets at beginning of year | 2013-12-31 | $871,117 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $171,518 |
Total plan assets at end of year | 2012-12-31 | $871,117 |
Total plan assets at beginning of year | 2012-12-31 | $699,599 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $77,961 |
Expenses. Total of all expenses incurred | 2011-12-31 | $34,252 |
Benefits paid (including direct rollovers) | 2011-12-31 | $34,252 |
Total plan assets at end of year | 2011-12-31 | $699,599 |
Total plan assets at beginning of year | 2011-12-31 | $655,890 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $-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 sources | 2010-12-31 | $125,077 |
Total plan assets at end of year | 2010-12-31 | $655,890 |
Total plan assets at beginning of year | 2010-12-31 | $530,813 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Other income received | 2010-12-31 | $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 |
2020: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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: JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST 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 |