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RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 401k Plan overview

Plan NameRON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN
Plan identification number 002

RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN Benefits

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

401k Sponsoring company profile

RON CONCIALDI DDS PC has sponsored the creation of one or more 401k plans.

Company Name:RON CONCIALDI DDS PC
Employer identification number (EIN):840674875
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01D KENT COUCH
0022016-01-01D KENT COUCH D KENT COUCH2017-10-12
0022015-01-01RONALD CONCIALDI
0022014-01-01RONALD CONCIALDI RONALD CONCIALDI2015-09-15
0022013-01-01RONALD CONCIALDI
0022012-01-01RONALD CONCIALDI2013-07-31 RONALD CONCIALDI2013-07-31
0022011-01-01RONALD CONCIALDI
0022009-01-01 RONALD CONCIALDI2010-07-22
0022009-01-01RONALD CONCIALDI RONALD CONCIALDI2010-07-22
0022009-01-01RONALD CONCIALDI RONALD CONCIALDI2010-07-22
0022009-01-01RONALD CONCIALDI

Plan Statistics for RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN

401k plan membership statisitcs for RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN

Measure Date Value
2023: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2011: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN

Measure Date Value
2023 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$149,797
Expenses. Total of all expenses incurred2023-12-31$179,658
Benefits paid (including direct rollovers)2023-12-31$179,658
Total plan assets at end of year2023-12-31$1,455,229
Total plan assets at beginning of year2023-12-31$1,485,090
Other income received2023-12-31$139,526
Net income (gross income less expenses)2023-12-31$-29,861
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,455,229
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,485,090
Total contributions received or receivable from employer(s)2023-12-31$10,271
2022 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$272,797
Benefits paid (including direct rollovers)2022-12-31$103,689
Total plan assets at end of year2022-12-31$1,485,090
Total plan assets at beginning of year2022-12-31$1,757,887
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$169,108
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-272,797
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,485,090
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,757,887
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$196,506
Expenses. Total of all expenses incurred2021-12-31$96,000
Benefits paid (including direct rollovers)2021-12-31$96,000
Total plan assets at end of year2021-12-31$1,757,887
Total plan assets at beginning of year2021-12-31$1,657,381
Other income received2021-12-31$176,506
Net income (gross income less expenses)2021-12-31$100,506
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,757,887
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,657,381
Total contributions received or receivable from employer(s)2021-12-31$20,000
2020 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$45,796
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,657,381
Total plan assets at beginning of year2020-12-31$1,611,585
Other income received2020-12-31$44,907
Net income (gross income less expenses)2020-12-31$45,796
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,657,381
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,611,585
Total contributions received or receivable from employer(s)2020-12-31$889
2019 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$241,259
Expenses. Total of all expenses incurred2019-12-31$75,785
Benefits paid (including direct rollovers)2019-12-31$75,785
Total plan assets at end of year2019-12-31$1,611,585
Total plan assets at beginning of year2019-12-31$1,446,111
Other income received2019-12-31$225,259
Net income (gross income less expenses)2019-12-31$165,474
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,611,585
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,446,111
Total contributions received or receivable from employer(s)2019-12-31$16,000
2018 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$-79,965
Expenses. Total of all expenses incurred2018-12-31$134,172
Benefits paid (including direct rollovers)2018-12-31$134,172
Total plan assets at end of year2018-12-31$1,446,111
Total plan assets at beginning of year2018-12-31$1,660,248
Other income received2018-12-31$-95,965
Net income (gross income less expenses)2018-12-31$-214,137
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,446,111
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,660,248
Assets. Value of real-estate (other than employer real property)2018-12-31$140,000
Total contributions received or receivable from employer(s)2018-12-31$16,000
2017 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$209,457
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,660,248
Total plan assets at beginning of year2017-12-31$1,450,791
Other income received2017-12-31$199,457
Net income (gross income less expenses)2017-12-31$209,457
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,660,248
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,450,791
Assets. Value of real-estate (other than employer real property)2017-12-31$140,000
Total contributions received or receivable from employer(s)2017-12-31$10,000
2016 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$97,278
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,450,791
Total plan assets at beginning of year2016-12-31$1,353,513
Other income received2016-12-31$87,278
Net income (gross income less expenses)2016-12-31$97,278
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,450,791
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,353,513
Assets. Value of real-estate (other than employer real property)2016-12-31$183,250
Total contributions received or receivable from employer(s)2016-12-31$10,000
2015 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$36,993
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,353,513
Total plan assets at beginning of year2015-12-31$1,316,520
Other income received2015-12-31$551
Net income (gross income less expenses)2015-12-31$36,993
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,353,513
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,316,520
Assets. Value of real-estate (other than employer real property)2015-12-31$183,250
Total contributions received or receivable from employer(s)2015-12-31$36,442
2014 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$123,877
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,316,520
Total plan assets at beginning of year2014-12-31$1,192,643
Other income received2014-12-31$88,723
Net income (gross income less expenses)2014-12-31$123,877
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,316,520
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,192,643
Assets. Value of real-estate (other than employer real property)2014-12-31$183,250
Total contributions received or receivable from employer(s)2014-12-31$35,154
2013 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$182,186
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,192,643
Total plan assets at beginning of year2013-12-31$1,010,457
Other income received2013-12-31$181,284
Net income (gross income less expenses)2013-12-31$182,186
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,192,643
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,010,457
Assets. Value of real-estate (other than employer real property)2013-12-31$183,250
Total contributions received or receivable from employer(s)2013-12-31$902
2011 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$26,066
Expenses. Total of all expenses incurred2011-12-31$217
Total plan assets at end of year2011-12-31$895,957
Total plan assets at beginning of year2011-12-31$870,108
Expenses. Other expenses not covered elsewhere2011-12-31$217
Other income received2011-12-31$-6,685
Net income (gross income less expenses)2011-12-31$25,849
Net plan assets at end of year (total assets less liabilities)2011-12-31$895,957
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$870,108
Total contributions received or receivable from employer(s)2011-12-31$32,751
2010 : RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$128,974
Total plan assets at end of year2010-12-31$870,108
Total plan assets at beginning of year2010-12-31$174,134
Other income received2010-12-31$94,344
Net income (gross income less expenses)2010-12-31$128,974
Net plan assets at end of year (total assets less liabilities)2010-12-31$870,108
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$174,134
Total contributions received or receivable from employer(s)2010-12-31$34,630

Form 5500 Responses for RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN

2023: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RON CONCIALDI DDS PC EMPLOYEES' PROFT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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