401k Plan data: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN plan

JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN ORSI DDS INC 401K PROFIT SHARING PLAN
Plan identification number	003

JOHN ORSI DDS INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOHN ORSI DDS INC has sponsored the creation of one or more 401k plans.

Company Name: JOHN ORSI DDS INC

Employer identification number (EIN): 680102848

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ORSI DDS INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01 JOHN ORSI 2023-08-17 JOHN ORSI 2023-08-17
003 2021-07-01 JOHN ORSI 2022-11-08 JOHN ORSI 2022-11-08
003 2020-07-01 JOHN ORSI 2022-02-23 JOHN ORSI 2022-02-23
003 2019-07-01 JOHN ORSI 2021-01-18 JOHN ORSI 2021-01-18
003 2018-07-01 JOHN ORSI 2019-11-14 JOHN ORSI 2019-11-14
003 2017-07-01
003 2016-07-01
003 2015-07-01
003 2014-07-01
003 2013-07-01
003 2012-07-01 JOHN ORSI JOHN ORSI 2013-09-19
003 2011-07-01 JOHN ORSI JOHN ORSI 2012-12-18
003 2010-07-01 PENSION FILERS
003 2009-07-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01	JOHN ORSI	2023-08-17	JOHN ORSI	2023-08-17
003	2021-07-01	JOHN ORSI	2022-11-08	JOHN ORSI	2022-11-08
003	2020-07-01	JOHN ORSI	2022-02-23	JOHN ORSI	2022-02-23
003	2019-07-01	JOHN ORSI	2021-01-18	JOHN ORSI	2021-01-18
003	2018-07-01	JOHN ORSI	2019-11-14	JOHN ORSI	2019-11-14
003	2017-07-01
003	2016-07-01
003	2015-07-01
003	2014-07-01
003	2013-07-01
003	2012-07-01	JOHN ORSI		JOHN ORSI	2013-09-19
003	2011-07-01	JOHN ORSI		JOHN ORSI	2012-12-18
003	2010-07-01	PENSION FILERS
003	2009-07-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for JOHN ORSI DDS INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN ORSI DDS INC 401K PROFIT SHARING PLAN

Measure Date Value
2022: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 0
Number of participants with account balances 2022-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 6
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 6
Number of participants with account balances 2021-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 6
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 6
Number of participants with account balances 2020-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 6
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 6
Number of participants with account balances 2019-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 6
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 6
Number of participants with account balances 2018-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 5
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 5
Number of participants with account balances 2017-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 5
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 5
Number of participants with account balances 2016-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 5
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 6
Number of participants with account balances 2015-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 6
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 1
Total of all active and inactive participants 2014-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 7
Number of participants with account balances 2014-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 6
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 8
Number of participants with account balances 2013-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 8
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 8
Number of participants with account balances 2012-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 7
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 8
Number of participants with account balances 2011-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 8
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 8
Number of participants with account balances 2010-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8

Measure	Date	Value
2022: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	0
Number of participants with account balances	2022-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	6
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	6
Number of participants with account balances	2021-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	6
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	6
Number of participants with account balances	2020-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	6
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	6
Number of participants with account balances	2019-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	6
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	6
Number of participants with account balances	2018-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	5
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	5
Number of participants with account balances	2017-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	5
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	5
Number of participants with account balances	2016-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	5
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	6
Number of participants with account balances	2015-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	6
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	1
Total of all active and inactive participants	2014-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	7
Number of participants with account balances	2014-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	6
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	8
Number of participants with account balances	2013-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	8
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	8
Number of participants with account balances	2012-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	7
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	8
Number of participants with account balances	2011-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	8
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	8
Number of participants with account balances	2010-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8

Financial Data on JOHN ORSI DDS INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-04-10	$0
Total plan liabilities at beginning of year	2023-04-10	$0
Total income from all sources	2023-04-10	$227,080
Expenses. Total of all expenses incurred	2023-04-10	$3,228,024
Benefits paid (including direct rollovers)	2023-04-10	$3,225,909
Total plan assets at end of year	2023-04-10	$0
Total plan assets at beginning of year	2023-04-10	$3,000,944
Value of fidelity bond covering the plan	2023-04-10	$400,000
Total contributions received or receivable from participants	2023-04-10	$3,000
Other income received	2023-04-10	$224,080
Net income (gross income less expenses)	2023-04-10	$-3,000,944
Net plan assets at end of year (total assets less liabilities)	2023-04-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-04-10	$3,000,944
Expenses. Administrative service providers (salaries,fees and commissions)	2023-04-10	$2,115
2022 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-512,132
Expenses. Total of all expenses incurred	2022-06-30	$3,360
Total plan assets at end of year	2022-06-30	$3,000,944
Total plan assets at beginning of year	2022-06-30	$3,516,436
Value of fidelity bond covering the plan	2022-06-30	$400,000
Total contributions received or receivable from participants	2022-06-30	$6,000
Assets. Value of loans (other than to participants)	2022-06-30	$0
Other income received	2022-06-30	$-518,132
Net income (gross income less expenses)	2022-06-30	$-515,492
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$3,000,944
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,516,436
Assets. Value of participant loans	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$3,360
2021 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$868,385
Expenses. Total of all expenses incurred	2021-06-30	$2,560
Total plan assets at end of year	2021-06-30	$3,516,436
Total plan assets at beginning of year	2021-06-30	$2,650,611
Value of fidelity bond covering the plan	2021-06-30	$400,000
Total contributions received or receivable from participants	2021-06-30	$6,075
Assets. Value of loans (other than to participants)	2021-06-30	$7,630
Other income received	2021-06-30	$862,310
Net income (gross income less expenses)	2021-06-30	$865,825
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,516,436
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,650,611
Assets. Value of participant loans	2021-06-30	$28,976
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$2,560
2020 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$19,960
Expenses. Total of all expenses incurred	2020-06-30	$20,626
Benefits paid (including direct rollovers)	2020-06-30	$18,001
Total plan assets at end of year	2020-06-30	$2,650,611
Total plan assets at beginning of year	2020-06-30	$2,651,277
Value of fidelity bond covering the plan	2020-06-30	$400,000
Total contributions received or receivable from participants	2020-06-30	$5,750
Assets. Value of loans (other than to participants)	2020-06-30	$51,399
Other income received	2020-06-30	$14,210
Net income (gross income less expenses)	2020-06-30	$-666
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,650,611
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$2,651,277
Assets. Value of participant loans	2020-06-30	$38,437
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$2,625
2019 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$142,171
Expenses. Total of all expenses incurred	2019-06-30	$2,762
Total plan assets at end of year	2019-06-30	$2,651,277
Total plan assets at beginning of year	2019-06-30	$2,511,868
Value of fidelity bond covering the plan	2019-06-30	$400,000
Total contributions received or receivable from participants	2019-06-30	$5,750
Assets. Value of loans (other than to participants)	2019-06-30	$169,221
Expenses. Other expenses not covered elsewhere	2019-06-30	$407
Other income received	2019-06-30	$136,421
Net income (gross income less expenses)	2019-06-30	$139,409
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$2,651,277
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$2,511,868
Assets. Value of participant loans	2019-06-30	$48,617
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$2,355
2018 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-06-30	$0
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$287,430
Expenses. Total of all expenses incurred	2018-06-30	$2,293
Total plan assets at end of year	2018-06-30	$2,511,868
Total plan assets at beginning of year	2018-06-30	$2,226,731
Value of fidelity bond covering the plan	2018-06-30	$400,000
Total contributions received or receivable from participants	2018-06-30	$4,375
Assets. Value of loans (other than to participants)	2018-06-30	$291,548
Other income received	2018-06-30	$283,055
Net income (gross income less expenses)	2018-06-30	$285,137
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$2,511,868
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$2,226,731
Assets. Value of participant loans	2018-06-30	$82,226
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$2,293
2017 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$306,171
Expenses. Total of all expenses incurred	2017-06-30	$145,126
Benefits paid (including direct rollovers)	2017-06-30	$142,099
Total plan assets at end of year	2017-06-30	$2,226,731
Total plan assets at beginning of year	2017-06-30	$2,065,686
Value of fidelity bond covering the plan	2017-06-30	$400,000
Total contributions received or receivable from participants	2017-06-30	$2,200
Assets. Value of loans (other than to participants)	2017-06-30	$297,619
Other income received	2017-06-30	$303,971
Net income (gross income less expenses)	2017-06-30	$161,045
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$2,226,731
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,065,686
Assets. Value of participant loans	2017-06-30	$95,652
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$3,027
2016 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$-18,190
Expenses. Total of all expenses incurred	2016-06-30	$4,342
Total plan assets at end of year	2016-06-30	$2,065,686
Total plan assets at beginning of year	2016-06-30	$2,088,218
Value of fidelity bond covering the plan	2016-06-30	$400,000
Total contributions received or receivable from participants	2016-06-30	$4,525
Assets. Value of loans (other than to participants)	2016-06-30	$204,098
Other income received	2016-06-30	$-22,715
Net income (gross income less expenses)	2016-06-30	$-22,532
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,065,686
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,088,218
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$4,342
2015 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$107,938
Expenses. Total of all expenses incurred	2015-06-30	$32,545
Benefits paid (including direct rollovers)	2015-06-30	$29,605
Total plan assets at end of year	2015-06-30	$2,088,218
Total plan assets at beginning of year	2015-06-30	$2,012,825
Value of fidelity bond covering the plan	2015-06-30	$400,000
Total contributions received or receivable from participants	2015-06-30	$4,300
Assets. Value of loans (other than to participants)	2015-06-30	$207,869
Other income received	2015-06-30	$103,638
Net income (gross income less expenses)	2015-06-30	$75,393
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,088,218
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,012,825
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$2,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$326,210
Expenses. Total of all expenses incurred	2014-06-30	$3,898
Total plan assets at end of year	2014-06-30	$2,012,825
Total plan assets at beginning of year	2014-06-30	$1,690,513
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$14,750
Assets. Value of loans (other than to participants)	2014-06-30	$355,504
Other income received	2014-06-30	$311,460
Net income (gross income less expenses)	2014-06-30	$322,312
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,012,825
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,690,513
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$3,898
2013 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$216,819
Expenses. Total of all expenses incurred	2013-06-30	$4,514
Benefits paid (including direct rollovers)	2013-06-30	$1,359
Total plan assets at end of year	2013-06-30	$1,690,513
Total plan assets at beginning of year	2013-06-30	$1,478,208
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$33,108
Assets. Value of loans (other than to participants)	2013-06-30	$171,558
Other income received	2013-06-30	$176,587
Net income (gross income less expenses)	2013-06-30	$212,305
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,690,513
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,478,208
Total contributions received or receivable from employer(s)	2013-06-30	$7,124
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$3,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$72,812
Expenses. Total of all expenses incurred	2012-06-30	$2,365
Total plan assets at end of year	2012-06-30	$1,478,208
Total plan assets at beginning of year	2012-06-30	$1,407,761
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$53,331
Assets. Value of loans (other than to participants)	2012-06-30	$300,916
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$10,731
Net income (gross income less expenses)	2012-06-30	$70,447
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,478,208
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,407,761
Total contributions received or receivable from employer(s)	2012-06-30	$8,750
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$2,365
2011 : JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$330,806
Expenses. Total of all expenses incurred	2011-06-30	$2,295
Total plan assets at end of year	2011-06-30	$1,407,761
Total plan assets at beginning of year	2011-06-30	$1,079,250
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$61,600
Assets. Value of loans (other than to participants)	2011-06-30	$442,050
Other income received	2011-06-30	$259,967
Net income (gross income less expenses)	2011-06-30	$328,511
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,407,761
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,079,250
Total contributions received or receivable from employer(s)	2011-06-30	$9,239
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$2,295

Form 5500 Responses for JOHN ORSI DDS INC 401K PROFIT SHARING PLAN

2022: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	Yes
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: JOHN ORSI DDS INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN ORSI DDS INC
Employer identification number (EIN):	680102848
NAIC Classification:	621210
NAIC Description:	Offices of Dentists