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DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDANIEL J. GATTEGNO DEFINED BENEFIT PLAN
Plan identification number 003

DANIEL J. GATTEGNO DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

DANIEL J. GATTEGNO has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. GATTEGNO
Employer identification number (EIN):112963076
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. GATTEGNO DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DANIEL GATTEGNO2024-09-14 DANIEL GATTEGNO2024-09-14
0032022-01-01DANIEL GATTEGNO2023-09-22
0032021-01-01DANIEL GATTEGNO2022-10-10 DANIEL GATTEGNO2022-10-10
0032020-01-01DANIEL GATTEGNO2021-09-22

Plan Statistics for DANIEL J. GATTEGNO DEFINED BENEFIT PLAN

401k plan membership statisitcs for DANIEL J. GATTEGNO DEFINED BENEFIT PLAN

Measure Date Value
2025: DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-132
Total number of particpants at end of year2025-10-132
2024: DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-162
Total number of particpants at end of year2024-09-162
2022: DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31837,733
Acturial value of plan assets2022-12-31837,733
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31786,461
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-31789,169
Total participant count2022-12-312
Total funding target for all participants2022-12-31789,169
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3113,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3114,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3110,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-319,347
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3116,912
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-319,347
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31836,226
Acturial value of plan assets2021-12-31836,226
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31717,604
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-31718,876
Total participant count2021-12-312
Total funding target for all participants2021-12-31718,876
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-319,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-319,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3115,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3113,640
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,072
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3113,640
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31772,644
Acturial value of plan assets2020-12-31772,644
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31690,624
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31690,624
Total participant count2020-12-312
Total funding target for all participants2020-12-31690,624
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3116,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3117,473
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3110,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-319,216
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,288
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-319,216
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310

Financial Data on DANIEL J. GATTEGNO DEFINED BENEFIT PLAN

Measure Date Value
2025 : DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1355000
Net assets as of the end of the plan year2025-10-13672904
Total assets as of the beginning of the plan year2025-10-13981463
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13-261059
Plan net income in this plan year2025-10-13-308559
Net assets as of the end of the plan year2025-10-13672904
Net assets as of the beginning of the plan year2025-10-13981463
Employer contributions to plan in this plan year2025-10-137500
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : DANIEL J. GATTEGNO DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-160
Net assets as of the end of the plan year2024-09-16981463
Total assets as of the beginning of the plan year2024-09-16716090
Participant contributions to plan in this plan year2024-09-160
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-16257873
Plan net income in this plan year2024-09-16265373
Net assets as of the end of the plan year2024-09-16981463
Net assets as of the beginning of the plan year2024-09-16716090
Employer contributions to plan in this plan year2024-09-167500
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-160

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