JOHN A. GRINALDI, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $205,551 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $115,644 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $104,064 |
| Total plan assets at end of year | 2017-12-31 | $1,831,691 |
| Total plan assets at beginning of year | 2017-12-31 | $1,741,784 |
| Value of fidelity bond covering the plan | 2017-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $48,000 |
| Other income received | 2017-12-31 | $155,721 |
| Net income (gross income less expenses) | 2017-12-31 | $89,907 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,831,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,741,784 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,830 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,580 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $169,379 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $14,385 |
| Total plan assets at end of year | 2016-12-31 | $1,741,784 |
| Total plan assets at beginning of year | 2016-12-31 | $1,586,790 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,000 |
| Other income received | 2016-12-31 | $119,375 |
| Net income (gross income less expenses) | 2016-12-31 | $154,994 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,741,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,586,790 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,004 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,385 |
| 2015 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-4,723 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $16,808 |
| Total plan assets at end of year | 2015-12-31 | $1,586,790 |
| Total plan assets at beginning of year | 2015-12-31 | $1,608,321 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $48,000 |
| Other income received | 2015-12-31 | $-53,166 |
| Net income (gross income less expenses) | 2015-12-31 | $-21,531 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,586,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,608,321 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,808 |
| 2011 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $37,627 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,993 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,407 |
| Total plan assets at end of year | 2011-12-31 | $1,168,016 |
| Total plan assets at beginning of year | 2011-12-31 | $1,144,382 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $10,586 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $890 |
| Other income received | 2011-12-31 | $9,237 |
| Net income (gross income less expenses) | 2011-12-31 | $23,634 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,168,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,144,382 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $27,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JOHN A. GRINALDI, DDS, PA 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 | $767,311 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,224 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,564 |
| Total plan assets at end of year | 2010-12-31 | $1,180,161 |
| Total plan assets at beginning of year | 2010-12-31 | $441,074 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,660 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $703,823 |
| Other income received | 2010-12-31 | $27,484 |
| Net income (gross income less expenses) | 2010-12-31 | $739,087 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,180,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $441,074 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $36,004 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JOHN A. GRINALDI, DDS, PA RETIREMENT PLAN & TRUST 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 |
| 2017: JOHN A. GRINALDI, DDS, PA 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: JOHN A. GRINALDI, DDS, PA 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: JOHN A. GRINALDI, DDS, PA 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 |
| 2011: JOHN A. GRINALDI, DDS, PA 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 |
| 2009: JOHN A. GRINALDI, DDS, PA 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 |
