LOUIS F. BELLOTTI DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI
| Measure | Date | Value |
|---|
| 2023 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $800,751 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $3,973,455 |
| Total plan assets at beginning of year | 2023-12-31 | $3,172,704 |
| Other income received | 2023-12-31 | $755,386 |
| Net income (gross income less expenses) | 2023-12-31 | $800,751 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,973,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,172,704 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $45,365 |
| 2022 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-134,227 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $3,172,704 |
| Total plan assets at beginning of year | 2022-12-31 | $3,306,931 |
| Other income received | 2022-12-31 | $-171,806 |
| Net income (gross income less expenses) | 2022-12-31 | $-134,227 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,172,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,306,931 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,579 |
| 2021 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $562,544 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $41,043 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $41,043 |
| Total plan assets at end of year | 2021-12-31 | $3,306,931 |
| Total plan assets at beginning of year | 2021-12-31 | $2,785,430 |
| Other income received | 2021-12-31 | $514,528 |
| Net income (gross income less expenses) | 2021-12-31 | $521,501 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,306,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,785,430 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $48,016 |
| 2020 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $290,013 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $2,785,430 |
| Total plan assets at beginning of year | 2020-12-31 | $2,495,417 |
| Other income received | 2020-12-31 | $279,676 |
| Net income (gross income less expenses) | 2020-12-31 | $290,013 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,785,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,495,417 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,337 |
| 2019 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $464,038 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $12,971 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $12,971 |
| Total plan assets at end of year | 2019-12-31 | $2,495,417 |
| Total plan assets at beginning of year | 2019-12-31 | $2,044,350 |
| Other income received | 2019-12-31 | $416,640 |
| Net income (gross income less expenses) | 2019-12-31 | $451,067 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,495,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,044,350 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $47,398 |
| 2018 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $37,771 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $654 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $654 |
| Total plan assets at end of year | 2018-12-31 | $2,044,350 |
| Total plan assets at beginning of year | 2018-12-31 | $2,007,233 |
| Other income received | 2018-12-31 | $-11,494 |
| Net income (gross income less expenses) | 2018-12-31 | $37,117 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,044,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,007,233 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $49,265 |
| 2017 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $267,011 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $12,821 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $12,821 |
| Total plan assets at end of year | 2017-12-31 | $2,007,233 |
| Total plan assets at beginning of year | 2017-12-31 | $1,753,043 |
| Other income received | 2017-12-31 | $195,090 |
| Net income (gross income less expenses) | 2017-12-31 | $254,190 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,007,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,753,043 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $71,921 |
| 2016 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $180,196 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $850 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $850 |
| Total plan assets at end of year | 2016-12-31 | $1,753,043 |
| Total plan assets at beginning of year | 2016-12-31 | $1,573,697 |
| Other income received | 2016-12-31 | $111,661 |
| Net income (gross income less expenses) | 2016-12-31 | $179,346 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,753,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,573,697 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $68,535 |
| 2015 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $116,197 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $58,885 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $58,885 |
| Total plan assets at end of year | 2015-12-31 | $1,573,697 |
| Total plan assets at beginning of year | 2015-12-31 | $1,516,385 |
| Other income received | 2015-12-31 | $53,829 |
| Net income (gross income less expenses) | 2015-12-31 | $57,312 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,573,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,516,385 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $62,368 |
| 2014 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $172,473 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,516,385 |
| Total plan assets at beginning of year | 2014-12-31 | $1,343,912 |
| Other income received | 2014-12-31 | $100,773 |
| Net income (gross income less expenses) | 2014-12-31 | $172,473 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,516,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,343,912 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $71,700 |
| 2013 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $160,306 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,343,912 |
| Total plan assets at beginning of year | 2013-12-31 | $1,183,606 |
| Other income received | 2013-12-31 | $86,694 |
| Net income (gross income less expenses) | 2013-12-31 | $160,306 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,343,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,183,606 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $73,612 |
| 2012 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $105,132 |
| Total plan assets at end of year | 2012-12-31 | $1,183,606 |
| Total plan assets at beginning of year | 2012-12-31 | $1,078,474 |
| Other income received | 2012-12-31 | $31,200 |
| Net income (gross income less expenses) | 2012-12-31 | $105,132 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,183,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,078,474 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $73,932 |
| 2011 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $88,321 |
| Total plan assets at end of year | 2011-12-31 | $1,078,474 |
| Total plan assets at beginning of year | 2011-12-31 | $990,153 |
| Other income received | 2011-12-31 | $19,883 |
| Net income (gross income less expenses) | 2011-12-31 | $88,321 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,078,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $990,153 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $68,438 |
| 2010 : CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $83,095 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $62,631 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $62,631 |
| Total plan assets at end of year | 2010-12-31 | $990,153 |
| Total plan assets at beginning of year | 2010-12-31 | $969,689 |
| Other income received | 2010-12-31 | $10,283 |
| Net income (gross income less expenses) | 2010-12-31 | $20,464 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $990,153 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $969,689 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $72,812 |
| 2023: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES SCHWAB-CUSTODIAN-KEOGH PROFIT-SHARING PLAN-LOUIS BELLOTTI 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
