JOHN R LAZZAROTTO DDS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN
401k plan membership statisitcs for JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 4 |
| 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 | 1 |
| 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: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 4 |
| 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 | 1 |
| 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: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 4 |
| 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 | 1 |
| 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: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| 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 | 0 |
| Number of other retired or separated participants entitled to future 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 |
| 2009: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 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 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $287,252 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,562,105 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,562,105 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $4,274,853 |
| Total contributions received or receivable from participants | 2020-12-31 | $15,800 |
| Other income received | 2020-12-31 | $270,265 |
| Net income (gross income less expenses) | 2020-12-31 | $-4,274,853 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,274,853 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,187 |
| 2019 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $827,161 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $183,110 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $183,110 |
| Total plan assets at end of year | 2019-12-31 | $4,274,853 |
| Total plan assets at beginning of year | 2019-12-31 | $3,630,802 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
| Other income received | 2019-12-31 | $800,130 |
| Net income (gross income less expenses) | 2019-12-31 | $644,051 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,274,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,630,802 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $2,031 |
| 2018 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-180,934 |
| Total plan assets at end of year | 2018-12-31 | $3,630,802 |
| Total plan assets at beginning of year | 2018-12-31 | $3,811,736 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
| Other income received | 2018-12-31 | $-208,824 |
| Net income (gross income less expenses) | 2018-12-31 | $-180,934 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,630,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,811,736 |
| Assets. Value of participant loans | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,390 |
| 2017 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $470,766 |
| Total plan assets at end of year | 2017-12-31 | $3,811,736 |
| Total plan assets at beginning of year | 2017-12-31 | $3,340,970 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $26,152 |
| Other income received | 2017-12-31 | $438,584 |
| Net income (gross income less expenses) | 2017-12-31 | $470,766 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,811,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,340,970 |
| Assets. Value of participant loans | 2017-12-31 | $1,445 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $6,030 |
| 2016 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $348,033 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $10,000 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $10,000 |
| Total plan assets at end of year | 2016-12-31 | $3,340,970 |
| Total plan assets at beginning of year | 2016-12-31 | $3,002,937 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $28,439 |
| Other income received | 2016-12-31 | $310,495 |
| Net income (gross income less expenses) | 2016-12-31 | $338,033 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,340,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,002,937 |
| Assets. Value of participant loans | 2016-12-31 | $3,318 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,099 |
| 2015 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $38,073 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $12,500 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,500 |
| Total plan assets at end of year | 2015-12-31 | $3,002,937 |
| Total plan assets at beginning of year | 2015-12-31 | $2,977,364 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $28,580 |
| Other income received | 2015-12-31 | $1,106 |
| Net income (gross income less expenses) | 2015-12-31 | $25,573 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,002,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,977,364 |
| Assets. Value of participant loans | 2015-12-31 | $5,130 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $8,387 |
| 2014 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $258,465 |
| Total plan assets at end of year | 2014-12-31 | $2,977,364 |
| Total plan assets at beginning of year | 2014-12-31 | $2,718,899 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $27,858 |
| Other income received | 2014-12-31 | $220,486 |
| Net income (gross income less expenses) | 2014-12-31 | $258,465 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,977,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,718,899 |
| Assets. Value of participant loans | 2014-12-31 | $6,885 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,121 |
| 2013 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $419,359 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,000 |
| Total plan assets at end of year | 2013-12-31 | $2,718,899 |
| Total plan assets at beginning of year | 2013-12-31 | $2,304,540 |
| Value of fidelity bond covering the plan | 2013-12-31 | $275,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $28,383 |
| Other income received | 2013-12-31 | $378,987 |
| Net income (gross income less expenses) | 2013-12-31 | $414,359 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,718,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,304,540 |
| Assets. Value of participant loans | 2013-12-31 | $8,584 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,989 |
| 2012 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $217,575 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $37,500 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $37,500 |
| Total plan assets at end of year | 2012-12-31 | $2,304,540 |
| Total plan assets at beginning of year | 2012-12-31 | $2,124,465 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $28,099 |
| Other income received | 2012-12-31 | $168,410 |
| Net income (gross income less expenses) | 2012-12-31 | $180,075 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,304,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,124,465 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $21,066 |
| 2011 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,861 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $47,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $47,500 |
| Total plan assets at end of year | 2011-12-31 | $2,124,465 |
| Total plan assets at beginning of year | 2011-12-31 | $2,137,104 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,780 |
| Other income received | 2011-12-31 | $-3,017 |
| Net income (gross income less expenses) | 2011-12-31 | $-12,639 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,124,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,137,104 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,098 |
| 2010 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $322,110 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $36,441 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $22,415 |
| Total plan assets at end of year | 2010-12-31 | $2,137,104 |
| Total plan assets at beginning of year | 2010-12-31 | $1,851,435 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $27,815 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $284,438 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $285,669 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,137,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,851,435 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,857 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $14,026 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |