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MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN
Plan identification number 001

MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 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.
  • 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

MICHAEL J. BARBIERI, DDS has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. BARBIERI, DDS
Employer identification number (EIN):133641991
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL J. BARBIERI2024-07-17
0012022-01-01MICHAEL J. BARBIERI2023-09-01
0012021-01-01MICHAEL J. BARBIERI2022-10-17
0012020-01-01MICHAEL J. BARBIERI2022-07-11

Plan Statistics for MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN

Measure Date Value
2025: MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-086
Total number of particpants at end of year2025-07-083
Number of Participants With Account Balances2025-07-083
2024: MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-176
Total number of particpants at end of year2024-07-176
Number of Participants With Account Balances2024-07-176

Financial Data on MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0897985
Net assets as of the end of the plan year2025-07-082008125
Total assets as of the beginning of the plan year2025-07-081861012
Participant contributions to plan in this plan year2025-07-0834050
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08179119
Plan net income in this plan year2025-07-08147113
Net assets as of the end of the plan year2025-07-082008125
Net assets as of the beginning of the plan year2025-07-081861012
Employer contributions to plan in this plan year2025-07-0831929
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0857
2024 : MICHAEL J. BARBIERI, DDS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1712572
Net assets as of the end of the plan year2024-07-171861012
Total assets as of the beginning of the plan year2024-07-171626789
Participant contributions to plan in this plan year2024-07-1733500
Value of participant loans at end of plan year2024-07-1740755
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17171783
Plan net income in this plan year2024-07-17234223
Net assets as of the end of the plan year2024-07-171861012
Net assets as of the beginning of the plan year2024-07-171626789
Employer contributions to plan in this plan year2024-07-1741512
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1772

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