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RICHARD E. SILVESTRI KEOGH PLAN 401k Plan overview

Plan NameRICHARD E. SILVESTRI KEOGH PLAN
Plan identification number 002

RICHARD E. SILVESTRI KEOGH 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
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RICHARD E. SILVESTRI has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. SILVESTRI
Employer identification number (EIN):222331952
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. SILVESTRI KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RICHARD SILVESTRI2024-10-14
0022022-01-01
0022021-01-01
0022020-01-01RICHARD SILVESTRI2021-10-13
0022019-01-01RICHARD SILVESTRI2020-10-15
0022018-01-01
0022017-01-01RICHARD SILVESTRI
0022016-01-01RICHARD SILVESTRI
0022015-01-01RICHARD SILVESTRI
0022014-01-01RICHARD E. SILVESTRI
0022013-01-01
0022012-01-01BECKY KONG2013-10-15
0022011-01-01BECKY KONG2012-10-13
0022009-01-01RICHARD SILVESTRI

Financial Data on RICHARD E. SILVESTRI KEOGH PLAN

Measure Date Value
2025 : RICHARD E. SILVESTRI KEOGH PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-292004357
Net assets as of the end of the plan year2025-09-291781
Total assets as of the beginning of the plan year2025-09-291836744
Value of plan covered by a fidelity bond2025-09-29125000
Participant contributions to plan in this plan year2025-09-290
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-29169394
Plan net income in this plan year2025-09-29-1834963
Net assets as of the end of the plan year2025-09-291781
Net assets as of the beginning of the plan year2025-09-291836744
Employer contributions to plan in this plan year2025-09-290
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-290
Total transfers to/from plan in this plan year2025-09-030
Total liabilities as of the end of the plan year2025-09-030
Total liabilities as of the beginning of the plan year2025-09-030
Total expenses incurred by plan in this plan year2025-09-0346021
Net assets as of the end of the plan year2025-09-031836744
Total assets as of the beginning of the plan year2025-09-031655907
Value of plan covered by a fidelity bond2025-09-03125000
Participant contributions to plan in this plan year2025-09-030
Other expenses paid from plan in this plan year2025-09-030
Other contributions to plan in this plan year2025-09-030
Other income to plan in this plan year2025-09-03226858
Plan net income in this plan year2025-09-03180837
Net assets as of the end of the plan year2025-09-031836744
Net assets as of the beginning of the plan year2025-09-031655907
Employer contributions to plan in this plan year2025-09-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-030
2024 : RICHARD E. SILVESTRI KEOGH PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1446021
Net assets as of the end of the plan year2024-10-141868951
Total assets as of the beginning of the plan year2024-10-141707994
Value of plan covered by a fidelity bond2024-10-14125000
Participant contributions to plan in this plan year2024-10-140
Value of participant loans at end of plan year2024-10-1433438
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14206978
Plan net income in this plan year2024-10-14160957
Net assets as of the end of the plan year2024-10-141868951
Net assets as of the beginning of the plan year2024-10-141707994
Employer contributions to plan in this plan year2024-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140
2022 : RICHARD E. SILVESTRI KEOGH PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-170
Net assets as of the end of the plan year2022-10-171981681
Total assets as of the beginning of the plan year2022-10-171786961
Value of plan covered by a fidelity bond2022-10-17125000
Participant contributions to plan in this plan year2022-10-172600
Value of participant loans at end of plan year2022-10-1731695
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-17181093
Plan net income in this plan year2022-10-17194720
Net assets as of the end of the plan year2022-10-171981681
Net assets as of the beginning of the plan year2022-10-171786961
Employer contributions to plan in this plan year2022-10-1711027
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-170
2018 : RICHARD E. SILVESTRI KEOGH PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-110,083
Expenses. Total of all expenses incurred2018-12-31$15,686
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,335,812
Total plan assets at beginning of year2018-12-31$1,461,581
Value of fidelity bond covering the plan2018-12-31$125,000
Total contributions received or receivable from participants2018-12-31$2,600
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-137,683
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-125,769
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,335,812
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,461,581
Total contributions received or receivable from employer(s)2018-12-31$25,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,686
2017 : RICHARD E. SILVESTRI KEOGH PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$258,181
Expenses. Total of all expenses incurred2017-12-31$13,786
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,461,581
Total plan assets at beginning of year2017-12-31$1,217,186
Value of fidelity bond covering the plan2017-12-31$125,000
Total contributions received or receivable from participants2017-12-31$2,600
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$230,581
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$244,395
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,461,581
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,217,186
Total contributions received or receivable from employer(s)2017-12-31$25,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,786
2016 : RICHARD E. SILVESTRI KEOGH PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$73,760
Expenses. Total of all expenses incurred2016-12-31$11,892
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,217,186
Total plan assets at beginning of year2016-12-31$1,155,318
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$2,500
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$51,260
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$61,868
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,217,186
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,155,318
Total contributions received or receivable from employer(s)2016-12-31$20,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,892
2015 : RICHARD E. SILVESTRI KEOGH PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-47,864
Expenses. Total of all expenses incurred2015-12-31$10,914
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,155,318
Total plan assets at beginning of year2015-12-31$1,214,096
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$600
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-58,553
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-58,778
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,155,318
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,214,096
Total contributions received or receivable from employer(s)2015-12-31$10,089
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,914
2014 : RICHARD E. SILVESTRI KEOGH PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$50,677
Expenses. Total of all expenses incurred2014-12-31$35,412
Benefits paid (including direct rollovers)2014-12-31$18,577
Total plan assets at end of year2014-12-31$1,214,096
Total plan assets at beginning of year2014-12-31$1,198,831
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$25,677
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$15,265
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,214,096
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,198,831
Total contributions received or receivable from employer(s)2014-12-31$25,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2010 : RICHARD E. SILVESTRI KEOGH 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$72,599
Total plan assets at end of year2010-12-31$1,016,635
Total plan assets at beginning of year2010-12-31$944,036
Value of fidelity bond covering the plan2010-12-31$125,000
Other income received2010-12-31$47,599
Net income (gross income less expenses)2010-12-31$72,599
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,016,635
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$944,036
Total contributions received or receivable from employer(s)2010-12-31$25,000

Form 5500 Responses for RICHARD E. SILVESTRI KEOGH PLAN

2018: RICHARD E. SILVESTRI KEOGH 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD E. SILVESTRI KEOGH 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD E. SILVESTRI KEOGH 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD E. SILVESTRI KEOGH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD E. SILVESTRI KEOGH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2009: RICHARD E. SILVESTRI KEOGH 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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