401k Plan data: CHARLES J. RICCIARDI DDS plan

CHARLES J. RICCIARDI DDS 401k Plan overview

Plan Name	CHARLES J. RICCIARDI DDS
Plan identification number	001

CHARLES J. RICCIARDI DDS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CHARLES J. RICCIARDI DDS has sponsored the creation of one or more 401k plans.

Company Name: CHARLES J. RICCIARDI DDS

Employer identification number (EIN): 222414878

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES J. RICCIARDI DDS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 CHARLES J RICCIARDI 2022-10-17 CHARLES J RICCIARDI 2022-10-17
001 2020-01-01 CHARLES RICCIARDI 2021-09-30
001 2019-01-01
001 2018-01-01 DENNIS VOGT DENNIS VOGT 2019-06-12
001 2017-01-01 DENNIS VOGT
001 2016-01-01 DENNIS VOGT
001 2015-01-01 DENNIS VOGT
001 2014-01-01 CHARLES J. RICCIARDI
001 2013-01-01
001 2012-01-01 R. DENNIS VOGT
001 2011-01-01 CHARLES J RICCIARDI CHARLES J RICCIARDI 2012-08-06
001 2010-01-01 DENNIS VOGT
001 2009-01-01 DENNIS VOGT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	CHARLES J RICCIARDI	2022-10-17	CHARLES J RICCIARDI	2022-10-17
001	2020-01-01	CHARLES RICCIARDI	2021-09-30
001	2019-01-01
001	2018-01-01	DENNIS VOGT		DENNIS VOGT	2019-06-12
001	2017-01-01	DENNIS VOGT
001	2016-01-01	DENNIS VOGT
001	2015-01-01	DENNIS VOGT
001	2014-01-01	CHARLES J. RICCIARDI
001	2013-01-01
001	2012-01-01	R. DENNIS VOGT
001	2011-01-01	CHARLES J RICCIARDI		CHARLES J RICCIARDI	2012-08-06
001	2010-01-01	DENNIS VOGT
001	2009-01-01	DENNIS VOGT

Plan Statistics for CHARLES J. RICCIARDI DDS

401k plan membership statisitcs for CHARLES J. RICCIARDI DDS

Measure Date Value
2021: CHARLES J. RICCIARDI DDS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARLES J. RICCIARDI DDS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: CHARLES J. RICCIARDI DDS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: CHARLES J. RICCIARDI DDS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
2017: CHARLES J. RICCIARDI DDS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
2016: CHARLES J. RICCIARDI DDS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
2015: CHARLES J. RICCIARDI DDS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: CHARLES J. RICCIARDI DDS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHARLES J. RICCIARDI DDS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHARLES J. RICCIARDI DDS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARLES J. RICCIARDI DDS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHARLES J. RICCIARDI DDS 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: CHARLES J. RICCIARDI DDS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: CHARLES J. RICCIARDI DDS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARLES J. RICCIARDI DDS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: CHARLES J. RICCIARDI DDS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: CHARLES J. RICCIARDI DDS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
2017: CHARLES J. RICCIARDI DDS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
2016: CHARLES J. RICCIARDI DDS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
2015: CHARLES J. RICCIARDI DDS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: CHARLES J. RICCIARDI DDS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHARLES J. RICCIARDI DDS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHARLES J. RICCIARDI DDS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARLES J. RICCIARDI DDS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHARLES J. RICCIARDI DDS 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: CHARLES J. RICCIARDI DDS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARLES J. RICCIARDI DDS

Measure	Date	Value
2021 : CHARLES J. RICCIARDI DDS 2021 401k financial data
Total income from all sources	2021-12-31	$273,812
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$3,157,058
Total plan assets at beginning of year	2021-12-31	$2,883,246
Value of fidelity bond covering the plan	2021-12-31	$288,000
Total contributions received or receivable from participants	2021-12-31	$0
Other income received	2021-12-31	$273,812
Net income (gross income less expenses)	2021-12-31	$273,812
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,157,058
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,883,246
Total contributions received or receivable from employer(s)	2021-12-31	$0
2020 : CHARLES J. RICCIARDI DDS 2020 401k financial data
Total income from all sources	2020-12-31	$623,942
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,883,246
Total plan assets at beginning of year	2020-12-31	$2,259,304
Value of fidelity bond covering the plan	2020-12-31	$226,000
Other income received	2020-12-31	$557,915
Net income (gross income less expenses)	2020-12-31	$623,942
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,883,246
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,259,304
Total contributions received or receivable from employer(s)	2020-12-31	$66,027
2019 : CHARLES J. RICCIARDI DDS 2019 401k financial data
Total income from all sources	2019-12-31	$339,061
Expenses. Total of all expenses incurred	2019-12-31	$175
Total plan assets at end of year	2019-12-31	$2,259,304
Total plan assets at beginning of year	2019-12-31	$1,920,418
Value of fidelity bond covering the plan	2019-12-31	$226,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$175
Other income received	2019-12-31	$284,633
Net income (gross income less expenses)	2019-12-31	$338,886
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,259,304
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,920,418
Total contributions received or receivable from employer(s)	2019-12-31	$54,428
2018 : CHARLES J. RICCIARDI DDS 2018 401k financial data
Total income from all sources	2018-12-31	$-30,973
Expenses. Total of all expenses incurred	2018-12-31	$100
Total plan assets at end of year	2018-12-31	$1,920,418
Total plan assets at beginning of year	2018-12-31	$1,951,491
Value of fidelity bond covering the plan	2018-12-31	$193,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$100
Other income received	2018-12-31	$-66,624
Net income (gross income less expenses)	2018-12-31	$-31,073
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,920,418
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,951,491
Total contributions received or receivable from employer(s)	2018-12-31	$35,651
2017 : CHARLES J. RICCIARDI DDS 2017 401k financial data
Total income from all sources	2017-12-31	$149,602
Expenses. Total of all expenses incurred	2017-12-31	$61,040
Benefits paid (including direct rollovers)	2017-12-31	$60,940
Total plan assets at end of year	2017-12-31	$1,951,491
Total plan assets at beginning of year	2017-12-31	$1,862,929
Value of fidelity bond covering the plan	2017-12-31	$196,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$100
Other income received	2017-12-31	$149,602
Net income (gross income less expenses)	2017-12-31	$88,562
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,951,491
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,862,929
2016 : CHARLES J. RICCIARDI DDS 2016 401k financial data
Total income from all sources	2016-12-31	$21,342
Expenses. Total of all expenses incurred	2016-12-31	$125
Total plan assets at end of year	2016-12-31	$1,862,929
Total plan assets at beginning of year	2016-12-31	$1,841,712
Value of fidelity bond covering the plan	2016-12-31	$187,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$125
Other income received	2016-12-31	$21,342
Net income (gross income less expenses)	2016-12-31	$21,217
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,862,929
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,841,712
2015 : CHARLES J. RICCIARDI DDS 2015 401k financial data
Total income from all sources	2015-12-31	$96,461
Expenses. Total of all expenses incurred	2015-12-31	$125
Total plan assets at end of year	2015-12-31	$1,841,712
Total plan assets at beginning of year	2015-12-31	$1,745,376
Value of fidelity bond covering the plan	2015-12-31	$175,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$125
Other income received	2015-12-31	$96,461
Net income (gross income less expenses)	2015-12-31	$96,336
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,841,712
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,745,376
2014 : CHARLES J. RICCIARDI DDS 2014 401k financial data
Total income from all sources	2014-12-31	$118,326
Expenses. Total of all expenses incurred	2014-12-31	$161
Total plan assets at end of year	2014-12-31	$1,745,376
Total plan assets at beginning of year	2014-12-31	$1,627,211
Value of fidelity bond covering the plan	2014-12-31	$175,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$161
Other income received	2014-12-31	$118,326
Net income (gross income less expenses)	2014-12-31	$118,165
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,745,376
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,627,211
2013 : CHARLES J. RICCIARDI DDS 2013 401k financial data
Total income from all sources	2013-12-31	$364,256
Expenses. Total of all expenses incurred	2013-12-31	$132
Total plan assets at end of year	2013-12-31	$1,627,211
Total plan assets at beginning of year	2013-12-31	$1,263,087
Value of fidelity bond covering the plan	2013-12-31	$163,000
Total contributions received or receivable from participants	2013-12-31	$30,466
Expenses. Other expenses not covered elsewhere	2013-12-31	$132
Other income received	2013-12-31	$333,790
Net income (gross income less expenses)	2013-12-31	$364,124
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,627,211
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,263,087
2012 : CHARLES J. RICCIARDI DDS 2012 401k financial data
Total income from all sources	2012-12-31	$200,852
Expenses. Total of all expenses incurred	2012-12-31	$2,043
Benefits paid (including direct rollovers)	2012-12-31	$1,918
Total plan assets at end of year	2012-12-31	$1,263,087
Total plan assets at beginning of year	2012-12-31	$1,064,278
Value of fidelity bond covering the plan	2012-12-31	$105,000
Total contributions received or receivable from participants	2012-12-31	$67,973
Expenses. Other expenses not covered elsewhere	2012-12-31	$125
Other income received	2012-12-31	$132,879
Net income (gross income less expenses)	2012-12-31	$198,809
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,263,087
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,064,278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHARLES J. RICCIARDI DDS 2011 401k financial data
Total income from all sources	2011-12-31	$18,429
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$1,064,278
Total plan assets at beginning of year	2011-12-31	$1,045,999
Value of fidelity bond covering the plan	2011-12-31	$105,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$-48,152
Net income (gross income less expenses)	2011-12-31	$18,279
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,064,278
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,045,999
Total contributions received or receivable from employer(s)	2011-12-31	$66,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHARLES J. RICCIARDI DDS 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$226,812
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$1,045,999
Total plan assets at beginning of year	2010-12-31	$819,337
Value of fidelity bond covering the plan	2010-12-31	$82,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Other income received	2010-12-31	$159,198
Net income (gross income less expenses)	2010-12-31	$226,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,045,999
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$819,337
Total contributions received or receivable from employer(s)	2010-12-31	$67,614
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHARLES J. RICCIARDI DDS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHARLES J. RICCIARDI DDS

2021: CHARLES J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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 J. RICCIARDI DDS 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

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Company Name:	CHARLES J. RICCIARDI DDS
Employer identification number (EIN):	222414878
NAIC Classification:	621210
NAIC Description:	Offices of Dentists