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EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DR. STEPHEN J. PUERINI,DMD & DR. ST EVEN J. SACCOCCIO, DMD., PC has sponsored the creation of one or more 401k plans.

Company Name:DR. STEPHEN J. PUERINI,DMD & DR. ST EVEN J. SACCOCCIO, DMD., PC
Employer identification number (EIN):050516057
NAIC Classification:321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN SACCOCCIO2024-07-29
0032022-01-01STEVEN SACCOCCIO2023-10-10
0032021-01-01STEVEN SACCOCCIO2022-10-10
0032020-01-01STEVEN SACCOCCIO2021-07-30
0032019-01-01STEVEN SACCOCCIO2020-07-28
0032018-01-01STEVEN SACCOCCIO2019-05-03
0032017-01-01STEVEN SACCOCCIO2018-07-19 STEVEN SACCOCCIO2018-07-19
0032016-01-01STEVEN SACCOCCIO2017-06-07 STEVEN SACCOCCIO2017-06-07
0032015-01-01STEVEN SACCOCCIO2016-03-21 STEVEN SACCOCCIO2016-03-21
0032014-01-01STEVEN SACCOCCIO2015-06-09 STEVEN SACCOCCIO2015-06-09
0032013-01-01STEVEN SACCOCCIO2014-07-09 STEVEN SACCOCCIO2014-07-09
0032012-01-01STEVEN SACCOCCIO2013-05-01 STEVEN SACCOCCIO2013-05-01
0032011-01-01STEVEN SACCOCCIO2012-07-20 STEVEN SACCOCCIO2012-07-20
0032010-01-01STEVEN SACCOCCIO2011-05-24 STEVEN SACCOCCIO2011-05-24

Financial Data on EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-305754
Net assets as of the end of the plan year2025-07-307057803
Total assets as of the beginning of the plan year2025-07-305886525
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30124012
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30998946
Plan net income in this plan year2025-07-301171278
Net assets as of the end of the plan year2025-07-307057803
Net assets as of the beginning of the plan year2025-07-305886525
Employer contributions to plan in this plan year2025-07-3054074
Fees paid to broker by Benefit Provider2025-07-30216
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30254
2024 : EMPLOYEE BENEFIT PLAN OF DR. STEPHEN J. PUERINI,DMD & DR. STEVEN J. SACCOCC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2921021
Net assets as of the end of the plan year2024-07-295886525
Total assets as of the beginning of the plan year2024-07-294910630
Value of plan covered by a fidelity bond2024-07-29500000
Participant contributions to plan in this plan year2024-07-29123179
Value of participant loans at end of plan year2024-07-2911423
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-2940225
Other income to plan in this plan year2024-07-29779317
Plan net income in this plan year2024-07-29975895
Net assets as of the end of the plan year2024-07-295886525
Net assets as of the beginning of the plan year2024-07-294910630
Employer contributions to plan in this plan year2024-07-2954195
Fees paid to broker by Benefit Provider2024-07-29592
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29166

Potentially related plans

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