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STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • 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

STEVEN A. LATULIPPE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN A. LATULIPPE, M.D., P.C.
Employer identification number (EIN):020747680
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01STEVEN LATULIPPE2022-04-18
0012020-01-01STEVEN LATULIPPE2021-10-08
0012019-01-01STEVEN LATULIPPE2020-09-24
0012018-01-01STEVEN LATULIPPE2019-08-28
0012017-01-01STEVEN LATULIPPE
0012016-01-01STEVEN LATULIPPE
0012015-01-01STEVEN LATULIPPE
0012014-01-01STEVEN LATULIPPE
0012013-01-01STEVEN LATULIPPE
0012012-01-01STEVEN LATULIPPE2013-06-27
0012011-01-01STEVEN LATULIPPE2012-07-10
0012010-01-01STEVEN LATULIPPE2011-08-30
0012009-01-01STEVEN LATULIPPE
0012009-01-01STEVEN LATULIPPE

Plan Statistics for STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2017: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2009: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2017 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$59,835
Expenses. Total of all expenses incurred2017-12-31$5,578
Total plan assets at end of year2017-12-31$485,294
Total plan assets at beginning of year2017-12-31$431,037
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$37,625
Assets. Value of loans (other than to participants)2017-12-31$0
Other income received2017-12-31$17,964
Net income (gross income less expenses)2017-12-31$54,257
Net plan assets at end of year (total assets less liabilities)2017-12-31$485,294
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$431,037
Assets. Value of participant loans2017-12-31$70,802
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$43,675
Total contributions received or receivable from employer(s)2017-12-31$4,246
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,578
2016 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$67,985
Expenses. Total of all expenses incurred2016-12-31$4,769
Total plan assets at end of year2016-12-31$431,037
Total plan assets at beginning of year2016-12-31$367,821
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$36,033
Assets. Value of loans (other than to participants)2016-12-31$43,675
Other income received2016-12-31$27,962
Net income (gross income less expenses)2016-12-31$63,216
Net plan assets at end of year (total assets less liabilities)2016-12-31$431,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$367,821
Assets. Value of participant loans2016-12-31$37,440
Total contributions received or receivable from employer(s)2016-12-31$3,990
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,769
2015 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$45,432
Expenses. Total of all expenses incurred2015-12-31$28,087
Benefits paid (including direct rollovers)2015-12-31$24,121
Total plan assets at end of year2015-12-31$367,821
Total plan assets at beginning of year2015-12-31$350,476
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$39,467
Assets. Value of loans (other than to participants)2015-12-31$50,874
Other income received2015-12-31$1,522
Net income (gross income less expenses)2015-12-31$17,345
Net plan assets at end of year (total assets less liabilities)2015-12-31$367,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$350,476
Assets. Value of participant loans2015-12-31$62,071
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$3,233
Total contributions received or receivable from employer(s)2015-12-31$4,443
Value of certain deemed distributions of participant loans2015-12-31$3,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$62,108
Expenses. Total of all expenses incurred2014-12-31$2,953
Total plan assets at end of year2014-12-31$350,476
Total plan assets at beginning of year2014-12-31$291,321
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$41,650
Assets. Value of loans (other than to participants)2014-12-31$52,614
Other income received2014-12-31$12,724
Net income (gross income less expenses)2014-12-31$59,155
Net plan assets at end of year (total assets less liabilities)2014-12-31$350,476
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$291,321
Assets. Value of participant loans2014-12-31$85,861
Total contributions received or receivable from employer(s)2014-12-31$7,734
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,953
2013 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$72,593
Expenses. Total of all expenses incurred2013-12-31$3,147
Total plan assets at end of year2013-12-31$291,321
Total plan assets at beginning of year2013-12-31$221,875
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$40,600
Assets. Value of loans (other than to participants)2013-12-31$58,120
Other income received2013-12-31$27,098
Net income (gross income less expenses)2013-12-31$69,446
Net plan assets at end of year (total assets less liabilities)2013-12-31$291,321
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$221,875
Assets. Value of participant loans2013-12-31$83,321
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$1,742
Total contributions received or receivable from employer(s)2013-12-31$4,895
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,147
2009 : STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN

2017: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: STEVEN A. LATULIPPE, M.D., P.C. 401K PROFIT 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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