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ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN
Plan identification number 001

ANTHONY T. DIOGUARDI, DMD 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

J. BERNS, DDS AND A. DIOGUARDI, DMD has sponsored the creation of one or more 401k plans.

Company Name:J. BERNS, DDS AND A. DIOGUARDI, DMD
Employer identification number (EIN):061321436
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY DIOGUARD2024-04-03
0012022-01-01ANTHONY DIOGUARDI2023-04-04
0012021-01-01ANTHONY T DIOGUARDI2022-04-01
0012020-01-01ANTHONY DIOGUARDI2021-04-01
0012019-01-01ANTHONY DIOGUARDI2020-04-16
0012018-01-01ANTHONY T DIOGUARDI2019-03-28
0012017-01-01ANTHONY T DIOGUARDI2018-05-21
0012016-01-01
0012015-01-01ANTHONY T. DIOGUARDI2016-08-29
0012014-01-01ANTHONY T. DIOGUARDI
0012013-01-01ANTHONY T. DIOGUARDI
0012012-01-01ANTHONY T. DIOGUARDI
0012011-01-01ANTHONY T. DIOGUARDI
0012009-01-01ANTHONY T. DIOGUARDI

Financial Data on ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-0337152
Net assets as of the end of the plan year2025-04-032087017
Total assets as of the beginning of the plan year2025-04-031797896
Value of plan covered by a fidelity bond2025-04-03179790
Participant contributions to plan in this plan year2025-04-0343472
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-03223894
Plan net income in this plan year2025-04-03289121
Net assets as of the end of the plan year2025-04-032087017
Net assets as of the beginning of the plan year2025-04-031797896
Employer contributions to plan in this plan year2025-04-0358907
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0316256
2024 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0316439
Net assets as of the end of the plan year2024-04-031797896
Total assets as of the beginning of the plan year2024-04-031526653
Value of plan covered by a fidelity bond2024-04-03152665
Participant contributions to plan in this plan year2024-04-0338643
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-03194121
Plan net income in this plan year2024-04-03271243
Net assets as of the end of the plan year2024-04-031797896
Net assets as of the beginning of the plan year2024-04-031526653
Employer contributions to plan in this plan year2024-04-0354918
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0313850
2022 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-0113819
Net assets as of the end of the plan year2022-04-011676645
Total assets as of the beginning of the plan year2022-04-011421524
Value of plan covered by a fidelity bond2022-04-01150000
Participant contributions to plan in this plan year2022-04-0147198
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-01172602
Plan net income in this plan year2022-04-01255121
Net assets as of the end of the plan year2022-04-011676645
Net assets as of the beginning of the plan year2022-04-011421524
Employer contributions to plan in this plan year2022-04-0149140
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0112701
2014 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$106,884
Total plan assets at end of year2014-12-31$752,086
Total plan assets at beginning of year2014-12-31$645,202
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$34,349
Net income (gross income less expenses)2014-12-31$106,884
Net plan assets at end of year (total assets less liabilities)2014-12-31$752,086
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$645,202
Total contributions received or receivable from employer(s)2014-12-31$49,535
2013 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$162,875
Total plan assets at end of year2013-12-31$645,202
Total plan assets at beginning of year2013-12-31$482,327
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$23,000
Contributions received from other sources (not participants or employers)2013-12-31$13,004
Other income received2013-12-31$78,038
Net income (gross income less expenses)2013-12-31$162,875
Net plan assets at end of year (total assets less liabilities)2013-12-31$645,202
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$482,327
Total contributions received or receivable from employer(s)2013-12-31$48,833
2012 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$114,074
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$482,327
Total plan assets at beginning of year2012-12-31$368,253
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$41,466
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$114,074
Net plan assets at end of year (total assets less liabilities)2012-12-31$482,327
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$368,253
Total contributions received or receivable from employer(s)2012-12-31$50,108
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT 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$56,277
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$368,253
Total plan assets at beginning of year2011-12-31$311,976
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,464
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$56,277
Net plan assets at end of year (total assets less liabilities)2011-12-31$368,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$311,976
Total contributions received or receivable from employer(s)2011-12-31$48,741
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$109,956
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$311,976
Total plan assets at beginning of year2010-12-31$202,020
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$31,245
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$109,956
Net plan assets at end of year (total assets less liabilities)2010-12-31$311,976
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$202,020
Total contributions received or receivable from employer(s)2010-12-31$56,711
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : ANTHONY T. DIOGUARDI, DMD 401(K) 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 ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN

2014: ANTHONY T. DIOGUARDI, DMD 401(K) 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: ANTHONY T. DIOGUARDI, DMD 401(K) 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
2012: ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANTHONY T. DIOGUARDI, DMD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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