401k Plan data: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST plan

RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST
Plan identification number	001

RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined 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
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

RICHARD CHILLEMI, II, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD CHILLEMI, II, D.M.D., P.C.

Employer identification number (EIN): 232861852

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2013-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2012-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2011-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2010-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2009-01-01 RICHARD CHILLEMI, II, D.M.D.
001 2008-01-01 RICHARD CHILLEMI, II, D.M.D.

Financial Data on RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST

Measure	Date	Value
2025 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-12	25753
Net assets as of the end of the plan year	2025-10-12	1821290
Total assets as of the beginning of the plan year	2025-10-12	1666204
Value of plan covered by a fidelity bond	2025-10-12	200000
Participant contributions to plan in this plan year	2025-10-12	26289
Value of participant loans at end of plan year	2025-10-12	0
Other income to plan in this plan year	2025-10-12	150606
Plan net income in this plan year	2025-10-12	155086
Net assets as of the end of the plan year	2025-10-12	1821290
Net assets as of the beginning of the plan year	2025-10-12	1666204
Employer contributions to plan in this plan year	2025-10-12	3944
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-12	11339
2024 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-02	9691
Net assets as of the end of the plan year	2024-10-02	1666204
Total assets as of the beginning of the plan year	2024-10-02	1409500
Value of plan covered by a fidelity bond	2024-10-02	200000
Participant contributions to plan in this plan year	2024-10-02	30000
Value of participant loans at end of plan year	2024-10-02	1244
Other income to plan in this plan year	2024-10-02	229309
Plan net income in this plan year	2024-10-02	256704
Net assets as of the end of the plan year	2024-10-02	1666204
Net assets as of the beginning of the plan year	2024-10-02	1409500
Employer contributions to plan in this plan year	2024-10-02	7086
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-02	9691
2022 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-07	9529
Net assets as of the end of the plan year	2022-10-07	1611562
Total assets as of the beginning of the plan year	2022-10-07	1372911
Value of plan covered by a fidelity bond	2022-10-07	200000
Participant contributions to plan in this plan year	2022-10-07	26000
Value of participant loans at end of plan year	2022-10-07	19059
Other income to plan in this plan year	2022-10-07	215321
Plan net income in this plan year	2022-10-07	238651
Net assets as of the end of the plan year	2022-10-07	1611562
Net assets as of the beginning of the plan year	2022-10-07	1372911
Employer contributions to plan in this plan year	2022-10-07	6859
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-07	9529
2017 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$145,602
Expenses. Total of all expenses incurred	2017-12-31	$5,560
Total plan assets at end of year	2017-12-31	$1,005,062
Total plan assets at beginning of year	2017-12-31	$865,020
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$27,896
Other income received	2017-12-31	$97,706
Net income (gross income less expenses)	2017-12-31	$140,042
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,005,062
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$865,020
Total contributions received or receivable from employer(s)	2017-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,560
2016 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$112,778
Expenses. Total of all expenses incurred	2016-12-31	$6,622
Total plan assets at end of year	2016-12-31	$865,020
Total plan assets at beginning of year	2016-12-31	$758,864
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$33,129
Other income received	2016-12-31	$41,477
Net income (gross income less expenses)	2016-12-31	$106,156
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$865,020
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$758,864
Total contributions received or receivable from employer(s)	2016-12-31	$38,172
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,622
2015 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$17,315
Expenses. Total of all expenses incurred	2015-12-31	$17,766
Benefits paid (including direct rollovers)	2015-12-31	$10,631
Total plan assets at end of year	2015-12-31	$758,864
Total plan assets at beginning of year	2015-12-31	$759,315
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$25,151
Other income received	2015-12-31	$-39,336
Net income (gross income less expenses)	2015-12-31	$-451
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$758,864
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$759,315
Total contributions received or receivable from employer(s)	2015-12-31	$31,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$85,574
Expenses. Total of all expenses incurred	2014-12-31	$8,709
Benefits paid (including direct rollovers)	2014-12-31	$2,578
Total plan assets at end of year	2014-12-31	$759,315
Total plan assets at beginning of year	2014-12-31	$682,450
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$20,293
Net income (gross income less expenses)	2014-12-31	$76,865
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$759,315
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$682,450
Total contributions received or receivable from employer(s)	2014-12-31	$42,281
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$115,935
Expenses. Total of all expenses incurred	2013-12-31	$6,243
Benefits paid (including direct rollovers)	2013-12-31	$1,460
Total plan assets at end of year	2013-12-31	$682,450
Total plan assets at beginning of year	2013-12-31	$572,758
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$18,200
Other income received	2013-12-31	$58,816
Net income (gross income less expenses)	2013-12-31	$109,692
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$682,450
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$572,758
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$2,129
Total contributions received or receivable from employer(s)	2013-12-31	$38,919
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$87,853
Expenses. Total of all expenses incurred	2012-12-31	$41,924
Benefits paid (including direct rollovers)	2012-12-31	$37,623
Total plan assets at end of year	2012-12-31	$572,758
Total plan assets at beginning of year	2012-12-31	$526,829
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$18,150
Other income received	2012-12-31	$34,158
Net income (gross income less expenses)	2012-12-31	$45,929
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$572,758
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$526,829
Total contributions received or receivable from employer(s)	2012-12-31	$35,545
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$28,027
Expenses. Total of all expenses incurred	2011-12-31	$3,954
Total plan assets at end of year	2011-12-31	$526,829
Total plan assets at beginning of year	2011-12-31	$502,756
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$17,150
Other income received	2011-12-31	$6,530
Net income (gross income less expenses)	2011-12-31	$24,073
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$526,829
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$502,756
Total contributions received or receivable from employer(s)	2011-12-31	$4,347
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,954
2010 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$38,412
Expenses. Total of all expenses incurred	2010-12-31	$18,528
Benefits paid (including direct rollovers)	2010-12-31	$14,778
Total plan assets at end of year	2010-12-31	$502,756
Total plan assets at beginning of year	2010-12-31	$482,872
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$15,945
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,750
Other income received	2010-12-31	$10,467
Net income (gross income less expenses)	2010-12-31	$19,884
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$502,756
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$482,872
Total contributions received or receivable from employer(s)	2010-12-31	$12,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2008 : RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2008 401k financial data
Transfers to/from the plan	2008-01-01	$0
Total plan liabilities at end of year	2008-01-01	$0
Total plan liabilities at beginning of year	2008-01-01	$0
Total income from all sources	2008-01-01	$-148,829
Expenses. Total of all expenses incurred	2008-01-01	$4,657
Benefits paid (including direct rollovers)	2008-01-01	$0
Total plan assets at end of year	2008-01-01	$429,472
Total plan assets at beginning of year	2008-01-01	$582,958
Value of fidelity bond covering the plan	2008-01-01	$200,000
Total contributions received or receivable from participants	2008-01-01	$18,372
Expenses. Other expenses not covered elsewhere	2008-01-01	$0
Contributions received from other sources (not participants or employers)	2008-01-01	$0
Other income received	2008-01-01	$-187,001
Noncash contributions received	2008-01-01	$0
Net income (gross income less expenses)	2008-01-01	$-153,486
Net plan assets at end of year (total assets less liabilities)	2008-01-01	$429,472
Net plan assets at beginning of year (total assets less liabilities)	2008-01-01	$582,958
Assets. Value of assets in partnership/joint-venture interests	2008-01-01	$53,767
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2008-01-01	$15,378
Total contributions received or receivable from employer(s)	2008-01-01	$19,800
Value of certain deemed distributions of participant loans	2008-01-01	$0
Value of corrective distributions	2008-01-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-01-01	$4,657

Form 5500 Responses for RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST

2017: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 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
2008: RICHARD CHILLEMI, II. D.M.D., P.C. RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RICHARD CHILLEMI, II, D.M.D., P.C.
Employer identification number (EIN):	232861852
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2013-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2012-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2011-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2010-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2009-01-01	RICHARD CHILLEMI, II, D.M.D.
001	2008-01-01	RICHARD CHILLEMI, II, D.M.D.