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JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN
Plan identification number 002

JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

JOHN R LAZZAROTTO DDS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:JOHN R LAZZAROTTO DDS, LTD.
Employer identification number (EIN):363085857
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2019-03-15
0022017-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2018-09-26
0022016-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2017-10-03
0022015-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2016-07-27
0022014-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2015-07-31
0022013-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2014-07-20
0022012-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2013-06-25
0022011-01-01JOHN R. LAZZAROTTO DDS JOHN R. LAZZAROTTO DDS2012-08-29
0022009-01-01JOHN R. LAZZAROTTO, D.D.S.

Plan Statistics for 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-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN

Measure Date Value
2020 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$287,252
Expenses. Total of all expenses incurred2020-12-31$4,562,105
Benefits paid (including direct rollovers)2020-12-31$4,562,105
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$4,274,853
Total contributions received or receivable from participants2020-12-31$15,800
Other income received2020-12-31$270,265
Net income (gross income less expenses)2020-12-31$-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 loans2020-12-31$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 sources2019-12-31$827,161
Expenses. Total of all expenses incurred2019-12-31$183,110
Benefits paid (including direct rollovers)2019-12-31$183,110
Total plan assets at end of year2019-12-31$4,274,853
Total plan assets at beginning of year2019-12-31$3,630,802
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$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 loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$2,031
2018 : JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-180,934
Total plan assets at end of year2018-12-31$3,630,802
Total plan assets at beginning of year2018-12-31$3,811,736
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-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 loans2018-12-31$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 sources2017-12-31$470,766
Total plan assets at end of year2017-12-31$3,811,736
Total plan assets at beginning of year2017-12-31$3,340,970
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$26,152
Other income received2017-12-31$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 loans2017-12-31$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 sources2016-12-31$348,033
Expenses. Total of all expenses incurred2016-12-31$10,000
Benefits paid (including direct rollovers)2016-12-31$10,000
Total plan assets at end of year2016-12-31$3,340,970
Total plan assets at beginning of year2016-12-31$3,002,937
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$28,439
Other income received2016-12-31$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 loans2016-12-31$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 sources2015-12-31$38,073
Expenses. Total of all expenses incurred2015-12-31$12,500
Benefits paid (including direct rollovers)2015-12-31$12,500
Total plan assets at end of year2015-12-31$3,002,937
Total plan assets at beginning of year2015-12-31$2,977,364
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$28,580
Other income received2015-12-31$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 loans2015-12-31$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 sources2014-12-31$258,465
Total plan assets at end of year2014-12-31$2,977,364
Total plan assets at beginning of year2014-12-31$2,718,899
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$27,858
Other income received2014-12-31$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 loans2014-12-31$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 sources2013-12-31$419,359
Expenses. Total of all expenses incurred2013-12-31$5,000
Benefits paid (including direct rollovers)2013-12-31$5,000
Total plan assets at end of year2013-12-31$2,718,899
Total plan assets at beginning of year2013-12-31$2,304,540
Value of fidelity bond covering the plan2013-12-31$275,000
Total contributions received or receivable from participants2013-12-31$28,383
Other income received2013-12-31$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 loans2013-12-31$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 sources2012-12-31$217,575
Expenses. Total of all expenses incurred2012-12-31$37,500
Benefits paid (including direct rollovers)2012-12-31$37,500
Total plan assets at end of year2012-12-31$2,304,540
Total plan assets at beginning of year2012-12-31$2,124,465
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$28,099
Other income received2012-12-31$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 sources2011-12-31$34,861
Expenses. Total of all expenses incurred2011-12-31$47,500
Benefits paid (including direct rollovers)2011-12-31$47,500
Total plan assets at end of year2011-12-31$2,124,465
Total plan assets at beginning of year2011-12-31$2,137,104
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$26,780
Other income received2011-12-31$-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 plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$322,110
Expenses. Total of all expenses incurred2010-12-31$36,441
Benefits paid (including direct rollovers)2010-12-31$22,415
Total plan assets at end of year2010-12-31$2,137,104
Total plan assets at beginning of year2010-12-31$1,851,435
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$27,815
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$284,438
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN

2020: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN R LAZZAROTTO DDS LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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