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JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN 401k Plan overview

Plan NameJOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN
Plan identification number 001

JOHN A. GUERRIERI, DDS, PLLC 401(K) 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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

JOHN A. GUERRIERI, DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. GUERRIERI, DDS PLLC
Employer identification number (EIN):208735046
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN GUERRIERI2024-09-13 JOHN GUERRIERI2024-09-13
0012022-01-01JOHN GUERRIERI2023-10-10 JOHN GUERRIERI2023-10-10
0012021-01-01JOHN GUERRIERI2022-09-29 JOHN GUERRIERI2022-09-29
0012020-01-01KIM GUERRIERI2021-09-18 KIM GUERRIERI2021-09-18
0012019-01-01JOHN GUERRIERI2020-10-08 JOHN GUERRIERI2020-10-08
0012018-01-01KIMBERLY GUERRIERI2019-08-18 KIMBERLY GUERRIERI2019-08-18
0012017-01-01KIMBERLY GUERRIERI2018-09-25 KIMBERLY GUERRIERI2018-09-25
0012016-01-01KIMBERLY GUERRIERI2017-09-30 KIMBERLY GUERRIERI2017-09-30
0012015-01-01KIMBERLY GUERRIERI2016-09-21 KIMBERLY GUERRIERI2016-09-21
0012014-01-01KIMBERLY GUERRIERI2015-09-16 KIMBERLY GUERRIERI2015-09-16
0012013-01-01KIMBERLY GUERRIERI2014-09-22 KIMBERLY GUERRIERI2014-09-22
0012012-01-01KIMBERLY GUERRIERI2013-10-09 KIMBERLY GUERRIERI2013-10-09
0012011-01-01JOHN A. GUERRIERI2012-09-18 JOHN A. GUERRIERI2012-09-18
0012010-01-01KIMBERLY GUERRIERI2011-10-15 KIMBERLY GUERRIERI2011-10-15

Financial Data on JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN

Measure Date Value
2025 : JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-2215495
Net assets as of the end of the plan year2025-09-222306271
Total assets as of the beginning of the plan year2025-09-221918082
Value of plan covered by a fidelity bond2025-09-22231000
Participant contributions to plan in this plan year2025-09-2257020
Value of participant loans at end of plan year2025-09-220
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22284579
Plan net income in this plan year2025-09-22388189
Net assets as of the end of the plan year2025-09-222306271
Net assets as of the beginning of the plan year2025-09-221918082
Value of contributions failed to transmitted timely2025-09-223285
Employer contributions to plan in this plan year2025-09-2262085
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2213838
2024 : JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-130
Total liabilities as of the end of the plan year2024-09-130
Total liabilities as of the beginning of the plan year2024-09-130
Total expenses incurred by plan in this plan year2024-09-13151250
Net assets as of the end of the plan year2024-09-131918082
Total assets as of the beginning of the plan year2024-09-131735530
Value of plan covered by a fidelity bond2024-09-13192000
Participant contributions to plan in this plan year2024-09-1357684
Value of participant loans at end of plan year2024-09-131183
Other expenses paid from plan in this plan year2024-09-130
Other contributions to plan in this plan year2024-09-130
Other income to plan in this plan year2024-09-13245521
Plan net income in this plan year2024-09-13182552
Net assets as of the end of the plan year2024-09-131918082
Net assets as of the beginning of the plan year2024-09-131735530
Value of contributions failed to transmitted timely2024-09-1323125
Employer contributions to plan in this plan year2024-09-1330597
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1313794
2022 : JOHN A. GUERRIERI, DDS, PLLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-2997130
Net assets as of the end of the plan year2022-09-291926967
Total assets as of the beginning of the plan year2022-09-291678391
Value of plan covered by a fidelity bond2022-09-2920000
Participant contributions to plan in this plan year2022-09-2956651
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-299530
Other income to plan in this plan year2022-09-29206527
Plan net income in this plan year2022-09-29248576
Net assets as of the end of the plan year2022-09-291926967
Net assets as of the beginning of the plan year2022-09-291678391
Employer contributions to plan in this plan year2022-09-2972998
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-290

Potentially related plans

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