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THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN
Plan identification number 002

THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS LLP has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS LLP
Employer identification number (EIN):133183720
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01GERARD M. VILLA, DDS2022-10-14
0022020-01-01GERARD M. VILLA, DDS2021-10-12
0022019-01-01GERARD M. VILLA, DDS2020-10-15
0022018-01-01GERARD M. VILLA, DDS2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01GERARD M. VILLA, DDS2016-09-21
0022014-01-01
0022014-01-01
0022014-01-01
0022013-01-01
0022012-01-01GERARD M. VILLA, DDS2013-09-24 GERARD M. VILLA, DDS2013-09-24
0022011-01-01GERARD M. VILLA, DDS2012-09-14 GERARD M. VILLA, DDS2012-09-14
0022009-01-01GERARD M. VILLA, DDS GERARD M. VILLA, DDS2010-09-16

Plan Statistics for THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN

Measure Date Value
2022: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0141
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0142
Number of participants with account balances2022-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0134
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0132
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0129
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0135
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2009: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN

Measure Date Value
2022 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-466,308
Expenses. Total of all expenses incurred2022-12-31$60,902
Benefits paid (including direct rollovers)2022-12-31$57,207
Total plan assets at end of year2022-12-31$5,231,230
Total plan assets at beginning of year2022-12-31$5,758,440
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$175,637
Assets. Value of loans (other than to participants)2022-12-31$0
Other income received2022-12-31$-833,645
Net income (gross income less expenses)2022-12-31$-527,210
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,231,230
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,758,440
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$191,700
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,695
2021 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$938,533
Expenses. Total of all expenses incurred2021-12-31$57,613
Benefits paid (including direct rollovers)2021-12-31$53,928
Total plan assets at end of year2021-12-31$5,758,440
Total plan assets at beginning of year2021-12-31$4,877,520
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$145,043
Assets. Value of loans (other than to participants)2021-12-31$150,000
Other income received2021-12-31$634,420
Net income (gross income less expenses)2021-12-31$880,920
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,758,440
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,877,520
Assets. Value of participant loans2021-12-31$3,080
Assets. Value of assets in partnership/joint-venture interests2021-12-31$89,699
Total contributions received or receivable from employer(s)2021-12-31$159,070
Value of certain deemed distributions of participant loans2021-12-31$3,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$823,883
Expenses. Total of all expenses incurred2020-12-31$19,427
Benefits paid (including direct rollovers)2020-12-31$16,571
Total plan assets at end of year2020-12-31$4,877,520
Total plan assets at beginning of year2020-12-31$4,073,064
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$145,453
Assets. Value of loans (other than to participants)2020-12-31$150,000
Other income received2020-12-31$529,104
Net income (gross income less expenses)2020-12-31$804,456
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,877,520
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,073,064
Assets. Value of participant loans2020-12-31$7,294
Assets. Value of assets in partnership/joint-venture interests2020-12-31$89,699
Total contributions received or receivable from employer(s)2020-12-31$149,326
Value of certain deemed distributions of participant loans2020-12-31$2,656
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$710,951
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$4,073,064
Total plan assets at beginning of year2019-12-31$3,362,113
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$153,526
Assets. Value of loans (other than to participants)2019-12-31$150,000
Other income received2019-12-31$426,082
Net income (gross income less expenses)2019-12-31$710,951
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,073,064
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,362,113
Assets. Value of participant loans2019-12-31$11,177
Assets. Value of assets in partnership/joint-venture interests2019-12-31$89,217
Total contributions received or receivable from employer(s)2019-12-31$131,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$196,999
Expenses. Total of all expenses incurred2018-12-31$143,776
Benefits paid (including direct rollovers)2018-12-31$122,157
Total plan assets at end of year2018-12-31$3,362,113
Total plan assets at beginning of year2018-12-31$3,308,890
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$133,434
Assets. Value of loans (other than to participants)2018-12-31$150,000
Contributions received from other sources (not participants or employers)2018-12-31$17,563
Other income received2018-12-31$-83,415
Net income (gross income less expenses)2018-12-31$53,223
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,362,113
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,308,890
Assets. Value of participant loans2018-12-31$19,800
Assets. Value of assets in partnership/joint-venture interests2018-12-31$136,811
Total contributions received or receivable from employer(s)2018-12-31$129,417
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$682,731
Expenses. Total of all expenses incurred2017-12-31$52,043
Benefits paid (including direct rollovers)2017-12-31$34,315
Total plan assets at end of year2017-12-31$3,308,890
Total plan assets at beginning of year2017-12-31$2,678,202
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$127,402
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$431,159
Net income (gross income less expenses)2017-12-31$630,688
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,308,890
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,678,202
Assets. Value of participant loans2017-12-31$14,933
Assets. Value of assets in partnership/joint-venture interests2017-12-31$128,423
Total contributions received or receivable from employer(s)2017-12-31$124,170
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$408,821
Expenses. Total of all expenses incurred2016-12-31$12,581
Benefits paid (including direct rollovers)2016-12-31$9,689
Total plan assets at end of year2016-12-31$2,678,202
Total plan assets at beginning of year2016-12-31$2,281,962
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$129,526
Other income received2016-12-31$158,044
Net income (gross income less expenses)2016-12-31$396,240
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,678,202
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,281,962
Assets. Value of participant loans2016-12-31$19,735
Assets. Value of assets in partnership/joint-venture interests2016-12-31$142,464
Total contributions received or receivable from employer(s)2016-12-31$121,251
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$188,666
Expenses. Total of all expenses incurred2015-12-31$16,715
Benefits paid (including direct rollovers)2015-12-31$11,569
Total plan assets at end of year2015-12-31$2,281,962
Total plan assets at beginning of year2015-12-31$2,110,011
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$110,145
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$6,000
Other income received2015-12-31$-36,058
Net income (gross income less expenses)2015-12-31$171,951
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,281,962
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,110,011
Assets. Value of participant loans2015-12-31$10,900
Assets. Value of assets in partnership/joint-venture interests2015-12-31$108,080
Total contributions received or receivable from employer(s)2015-12-31$108,579
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,146
2010 : THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP 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$281,746
Expenses. Total of all expenses incurred2010-12-31$21,439
Benefits paid (including direct rollovers)2010-12-31$10,891
Total plan assets at end of year2010-12-31$1,087,408
Total plan assets at beginning of year2010-12-31$827,101
Total contributions received or receivable from participants2010-12-31$97,955
Expenses. Other expenses not covered elsewhere2010-12-31$10,548
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$97,135
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$260,307
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,087,408
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$827,101
Assets. Value of participant loans2010-12-31$33,470
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$231
Total contributions received or receivable from employer(s)2010-12-31$86,656
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN

2022: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2009: THOMAS J. GALLIGAN, DDS GERARD M. VILLA, DDS, LLP 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B822
Policy instance 1
Insurance contract or identification number81B822
Number of Individuals Covered37
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B822
Policy instance 1
Insurance contract or identification number81B822
Number of Individuals Covered36
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B822
Policy instance 1
Insurance contract or identification number81B822
Number of Individuals Covered31
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,674
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1674
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B822
Policy instance 1
Insurance contract or identification number81B822
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,009
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4009
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84894
Policy instance 1
Insurance contract or identification number84894
Number of Individuals Covered26
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,582
Total amount of fees paid to insurance companyUSD $1,605
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,582
Insurance broker organization code?3
Amount paid for insurance broker fees870
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84897
Policy instance 1
Insurance contract or identification number84897
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,362
Total amount of fees paid to insurance companyUSD $1,266
Commission paid to Insurance BrokerUSD $7,362
Insurance broker organization code?3
Amount paid for insurance broker fees545
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePROFESSIONAL PENSION PLANNERS INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84897
Policy instance 1
Insurance contract or identification number84897
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,772
Total amount of fees paid to insurance companyUSD $806
Commission paid to Insurance BrokerUSD $6,772
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees345
Insurance broker namePROFESSIONAL PENSION PLANNERS INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84894
Policy instance 1
Insurance contract or identification number84894
Number of Individuals Covered10
Insurance policy start date2010-03-09
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $188
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker namePROFESSIONAL PENSION PLANNERS INC.

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