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JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN F. BADOLATO, DDS, PC 401(K) 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.
  • 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

JOHN F. BADOLATO, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. BADOLATO, DDS, PC
Employer identification number (EIN):200518383
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN BADOLATO2024-09-03
0012022-01-01JOHN BADOLATO2023-09-27
0012021-01-01JOHN BADOLATO2022-08-08
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN BADOLATO2018-02-27
0012016-01-01JOHN BADOLATO2017-08-29
0012015-01-01JOHN BADOLATO2016-09-07
0012014-01-01DR. JOHN BADOLATO2015-07-27 DR. JOHN BADOLATO2015-07-27
0012013-01-01DR. JOHN BADOLATO2014-09-11
0012012-01-01WILLIAM M. BADOLATO2013-01-29
0012011-01-01WILLIAM M. BADOLATO2012-09-05
0012009-01-01WILLIAM M. BADOLATO

Financial Data on JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2544449
Net assets as of the end of the plan year2025-08-251899915
Total assets as of the beginning of the plan year2025-08-251572718
Value of plan covered by a fidelity bond2025-08-25189992
Participant contributions to plan in this plan year2025-08-2572823
Other expenses paid from plan in this plan year2025-08-25-212
Other contributions to plan in this plan year2025-08-256308
Other income to plan in this plan year2025-08-25174420
Plan net income in this plan year2025-08-25327197
Net assets as of the end of the plan year2025-08-251899915
Net assets as of the beginning of the plan year2025-08-251572718
Employer contributions to plan in this plan year2025-08-25118095
2024 : JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-03173
Net assets as of the end of the plan year2024-09-031572718
Total assets as of the beginning of the plan year2024-09-031216625
Value of plan covered by a fidelity bond2024-09-03157267
Participant contributions to plan in this plan year2024-09-0369666
Other expenses paid from plan in this plan year2024-09-03173
Other income to plan in this plan year2024-09-03182255
Plan net income in this plan year2024-09-03356093
Net assets as of the end of the plan year2024-09-031572718
Net assets as of the beginning of the plan year2024-09-031216625
Employer contributions to plan in this plan year2024-09-03104345
2010 : JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
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$63,381
Expenses. Total of all expenses incurred2010-12-31$22,318
Benefits paid (including direct rollovers)2010-12-31$22,318
Total plan assets at end of year2010-12-31$172,575
Total plan assets at beginning of year2010-12-31$131,512
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,405
Other income received2010-12-31$11,420
Net income (gross income less expenses)2010-12-31$41,063
Net plan assets at end of year (total assets less liabilities)2010-12-31$172,575
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$131,512
Total contributions received or receivable from employer(s)2010-12-31$16,556
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
2009 : JOHN F. BADOLATO, DDS, PC 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 JOHN F. BADOLATO, DDS, PC 401(K) PROFIT SHARING PLAN

2009: JOHN F. BADOLATO, DDS, PC 401(K) 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

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