401k Plan data: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN plan

LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 401k Plan overview

Plan Name	LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN
Plan identification number	001

LAWRENCE R. LEGGIERI, DDS, PC 401(K) 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
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.
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

LAWRENCE R. LEGGIERI, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: LAWRENCE R. LEGGIERI, DDS, PC

Employer identification number (EIN): 020652068

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 LARRY LEGGIERI 2021-12-09
001 2020-01-01 LARRY LEGGIERI 2021-02-24
001 2019-01-01 LARRY LEGGIERI 2020-10-01
001 2018-01-01 LARRY LEGGIERI 2019-09-17
001 2017-01-01 LARRY LEGGIERI 2018-09-24
001 2016-01-01 LARRY LEGGIERI 2017-03-22
001 2015-01-01 LARRY LEGGIERI 2016-07-26
001 2014-01-01 LARRY LEGGIERI 2015-04-08
001 2013-01-01 LARRY LEGGIERI
001 2012-01-01 LAWRENCE LEGGIERI
001 2011-01-01 LAWRENCE LEGGIERI
001 2009-01-01 LAWRENCE LEGGIERI LAWRENCE LEGGIERI 2010-05-04
001 2009-01-01 LAWRENCE LEGGIERI LAWRENCE LEGGIERI 2010-05-04
001 2009-01-01 LAWRENCE LEGGIERI LAWRENCE LEGGIERI 2010-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	LARRY LEGGIERI	2021-12-09
001	2020-01-01	LARRY LEGGIERI	2021-02-24
001	2019-01-01	LARRY LEGGIERI	2020-10-01
001	2018-01-01	LARRY LEGGIERI	2019-09-17
001	2017-01-01	LARRY LEGGIERI	2018-09-24
001	2016-01-01	LARRY LEGGIERI	2017-03-22
001	2015-01-01	LARRY LEGGIERI	2016-07-26
001	2014-01-01	LARRY LEGGIERI	2015-04-08
001	2013-01-01	LARRY LEGGIERI
001	2012-01-01	LAWRENCE LEGGIERI
001	2011-01-01	LAWRENCE LEGGIERI
001	2009-01-01	LAWRENCE LEGGIERI		LAWRENCE LEGGIERI	2010-05-04
001	2009-01-01	LAWRENCE LEGGIERI		LAWRENCE LEGGIERI	2010-05-04
001	2009-01-01	LAWRENCE LEGGIERI		LAWRENCE LEGGIERI	2010-05-04

Plan Statistics for LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN

401k plan membership statisitcs for LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN

Measure Date Value
2013: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 5
2011: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	5
2011: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN

Measure	Date	Value
2013 : LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$63,936
Expenses. Total of all expenses incurred	2013-12-31	$8,575
Total plan assets at end of year	2013-12-31	$807,943
Total plan assets at beginning of year	2013-12-31	$752,582
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$1,791
Other income received	2013-12-31	$62,145
Net income (gross income less expenses)	2013-12-31	$55,361
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$807,943
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$752,582
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,575
2012 : LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$55,114
Expenses. Total of all expenses incurred	2012-12-31	$73,456
Benefits paid (including direct rollovers)	2012-12-31	$73,456
Total plan assets at end of year	2012-12-31	$752,582
Total plan assets at beginning of year	2012-12-31	$770,924
Total contributions received or receivable from participants	2012-12-31	$3,909
Other income received	2012-12-31	$51,205
Net income (gross income less expenses)	2012-12-31	$-18,342
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$752,582
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$770,924
2011 : LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$94,724
Expenses. Total of all expenses incurred	2011-12-31	$7,543
Total plan assets at end of year	2011-12-31	$770,924
Total plan assets at beginning of year	2011-12-31	$683,743
Total contributions received or receivable from participants	2011-12-31	$51,109
Other income received	2011-12-31	$2,056
Net income (gross income less expenses)	2011-12-31	$87,181
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$770,924
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$683,743
Total contributions received or receivable from employer(s)	2011-12-31	$41,559
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,543
2010 : LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$113,758
Expenses. Total of all expenses incurred	2010-12-31	$20,503
Benefits paid (including direct rollovers)	2010-12-31	$14,106
Total plan assets at end of year	2010-12-31	$683,743
Total plan assets at beginning of year	2010-12-31	$590,488
Value of fidelity bond covering the plan	2010-12-31	$33,000
Total contributions received or receivable from participants	2010-12-31	$49,296
Other income received	2010-12-31	$25,613
Net income (gross income less expenses)	2010-12-31	$93,255
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$683,743
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$590,488
Total contributions received or receivable from employer(s)	2010-12-31	$38,849
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN

2013: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 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: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAWRENCE R. LEGGIERI, DDS, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LAWRENCE R. LEGGIERI, DDS, PC
Employer identification number (EIN):	020652068
NAIC Classification:	621210
NAIC Description:	Offices of Dentists