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| Plan Name | JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC |
| Employer identification number (EIN): | 263942271 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2008-09-09 |
| Company Identification Number: | L08000085717 |
| Legal Registered Office Address: |
1001 Crosspointe Drive NAPLES 34110 |
More information about JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | ||||
| 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 | JOHN P. CANCELLIERE, DMD | 2017-08-29 | ||
| 001 | 2015-01-01 | JOHN P. CANCELLIERE, DMD | 2016-07-29 | ||
| 001 | 2014-01-01 | JOHN P. CANCELLIERE, DMD | 2015-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2024: JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-12-02 | 7 |
| Total number of particpants at end of year | 2024-12-02 | 0 |
| Number of Participants With Account Balances | 2024-12-02 | 0 |
| Total number of particpants at beginning of year | 2024-04-12 | 8 |
| Total number of particpants at end of year | 2024-04-12 | 7 |
| Number of Participants With Account Balances | 2024-04-12 | 7 |
| 2022: JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-05-19 | 7 |
| Total number of particpants at end of year | 2022-05-19 | 7 |
| Number of Participants With Account Balances | 2022-05-19 | 7 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-12-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-12-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-02 | 1759784 |
| Net assets as of the end of the plan year | 2024-12-02 | 0 |
| Total assets as of the beginning of the plan year | 2024-12-02 | 1624006 |
| Value of plan covered by a fidelity bond | 2024-12-02 | 250000 |
| Participant contributions to plan in this plan year | 2024-12-02 | 0 |
| Other expenses paid from plan in this plan year | 2024-12-02 | 0 |
| Other contributions to plan in this plan year | 2024-12-02 | 0 |
| Other income to plan in this plan year | 2024-12-02 | 135778 |
| Plan net income in this plan year | 2024-12-02 | -1624006 |
| Net assets as of the end of the plan year | 2024-12-02 | 0 |
| Net assets as of the beginning of the plan year | 2024-12-02 | 1624006 |
| Employer contributions to plan in this plan year | 2024-12-02 | 0 |
| Fees paid to broker by Benefit Provider | 2024-12-02 | 4935 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-02 | 13500 |
| Total transfers to/from plan in this plan year | 2024-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-12 | 21215 |
| Net assets as of the end of the plan year | 2024-04-12 | 1624006 |
| Total assets as of the beginning of the plan year | 2024-04-12 | 1192111 |
| Value of plan covered by a fidelity bond | 2024-04-12 | 250000 |
| Participant contributions to plan in this plan year | 2024-04-12 | 79600 |
| Other expenses paid from plan in this plan year | 2024-04-12 | 0 |
| Other contributions to plan in this plan year | 2024-04-12 | 0 |
| Other income to plan in this plan year | 2024-04-12 | 288184 |
| Plan net income in this plan year | 2024-04-12 | 431895 |
| Net assets as of the end of the plan year | 2024-04-12 | 1624006 |
| Net assets as of the beginning of the plan year | 2024-04-12 | 1192111 |
| Employer contributions to plan in this plan year | 2024-04-12 | 85326 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-12 | 19483 |
| 2022 : JOHN P. CANCELLIERE & ASSOCIATES, DMD, LLC 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-19 | 18418 |
| Net assets as of the end of the plan year | 2022-05-19 | 1452353 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 1157119 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 250000 |
| Participant contributions to plan in this plan year | 2022-05-19 | 75693 |
| Other expenses paid from plan in this plan year | 2022-05-19 | 0 |
| Other contributions to plan in this plan year | 2022-05-19 | 0 |
| Other income to plan in this plan year | 2022-05-19 | 147671 |
| Plan net income in this plan year | 2022-05-19 | 295234 |
| Net assets as of the end of the plan year | 2022-05-19 | 1452353 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 1157119 |
| Employer contributions to plan in this plan year | 2022-05-19 | 90288 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-19 | 18418 |