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ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT C. MASI, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT C. MASI, D.D.S., P.C.
Employer identification number (EIN):383375928
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MASI2024-05-13 ROBERT MASI2024-05-13
0012022-01-01ROBERT MASI2023-07-25 ROBERT MASI2023-07-25
0012021-01-01ROBERT MASI2022-05-26 ROBERT MASI2022-05-26
0012020-01-01R MASI2021-09-02 R MASI2021-09-02
0012019-01-01R MASI2020-09-17 R MASI2020-09-17
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT MASI DDS ROBERT MASI DDS2013-08-14
0012011-01-01ROBERT MASI DDS ROBERT MASI DDS2012-03-16
0012010-01-01ROBERT MASI DDS ROBERT MASI DDS2011-08-12
0012009-01-01ROBERT C MASI ROBERT C MASI2010-07-28

Plan Statistics for ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-019
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-018
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
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: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
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: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
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% vested2014-01-011
2013: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 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: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
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 benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
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 benefits2011-01-012
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total income from all sources2024-01-01$168,752
Expenses. Total of all expenses incurred2024-01-01$142,933
Benefits paid (including direct rollovers)2024-01-01$128,208
Total plan assets at end of year2024-01-01$1,314,842
Total plan assets at beginning of year2024-01-01$1,289,023
Value of fidelity bond covering the plan2024-01-01$150,000
Total contributions received or receivable from participants2024-01-01$22,284
Expenses. Other expenses not covered elsewhere2024-01-01$14,725
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$138,853
Net income (gross income less expenses)2024-01-01$25,819
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,314,842
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,289,023
Assets. Value of participant loans2024-01-01$4,555
Total contributions received or receivable from employer(s)2024-01-01$7,615
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$0
2023 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$223,002
Expenses. Total of all expenses incurred2023-12-31$13,171
Benefits paid (including direct rollovers)2023-12-31$778
Total plan assets at end of year2023-12-31$1,289,023
Total plan assets at beginning of year2023-12-31$1,079,192
Value of fidelity bond covering the plan2023-12-31$150,000
Total contributions received or receivable from participants2023-12-31$33,173
Expenses. Other expenses not covered elsewhere2023-12-31$12,393
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$159,346
Net income (gross income less expenses)2023-12-31$209,831
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,289,023
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,079,192
Total contributions received or receivable from employer(s)2023-12-31$30,483
Value of certain deemed distributions of participant loans2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-129,151
Expenses. Total of all expenses incurred2022-12-31$11,415
Total plan assets at end of year2022-12-31$1,079,192
Total plan assets at beginning of year2022-12-31$1,219,758
Value of fidelity bond covering the plan2022-12-31$125,000
Total contributions received or receivable from participants2022-12-31$29,102
Expenses. Other expenses not covered elsewhere2022-12-31$11,415
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-184,853
Net income (gross income less expenses)2022-12-31$-140,566
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,079,192
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,219,758
Total contributions received or receivable from employer(s)2022-12-31$26,600
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$198,064
Expenses. Total of all expenses incurred2021-12-31$21,044
Benefits paid (including direct rollovers)2021-12-31$9,680
Total plan assets at end of year2021-12-31$1,219,758
Total plan assets at beginning of year2021-12-31$1,042,738
Value of fidelity bond covering the plan2021-12-31$125,000
Total contributions received or receivable from participants2021-12-31$27,019
Expenses. Other expenses not covered elsewhere2021-12-31$11,064
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$148,730
Net income (gross income less expenses)2021-12-31$177,020
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,219,758
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,042,738
Total contributions received or receivable from employer(s)2021-12-31$22,315
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$300
2020 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$174,881
Expenses. Total of all expenses incurred2020-12-31$9,840
Benefits paid (including direct rollovers)2020-12-31$1,135
Total plan assets at end of year2020-12-31$1,042,738
Total plan assets at beginning of year2020-12-31$877,697
Value of fidelity bond covering the plan2020-12-31$105,000
Total contributions received or receivable from participants2020-12-31$27,933
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$127,954
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$165,041
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,042,738
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$877,697
Total contributions received or receivable from employer(s)2020-12-31$18,994
Value of certain deemed distributions of participant loans2020-12-31$313
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,392
2019 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$211,674
Expenses. Total of all expenses incurred2019-12-31$15,261
Benefits paid (including direct rollovers)2019-12-31$6,898
Total plan assets at end of year2019-12-31$877,697
Total plan assets at beginning of year2019-12-31$681,284
Value of fidelity bond covering the plan2019-12-31$89,000
Total contributions received or receivable from participants2019-12-31$27,600
Expenses. Other expenses not covered elsewhere2019-12-31$8,363
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$160,201
Net income (gross income less expenses)2019-12-31$196,413
Net plan assets at end of year (total assets less liabilities)2019-12-31$877,697
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$681,284
Assets. Value of participant loans2019-12-31$313
Total contributions received or receivable from employer(s)2019-12-31$23,873
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$28,497
Expenses. Total of all expenses incurred2018-12-31$7,354
Total plan assets at end of year2018-12-31$681,284
Total plan assets at beginning of year2018-12-31$660,141
Value of fidelity bond covering the plan2018-12-31$69,000
Total contributions received or receivable from participants2018-12-31$27,100
Expenses. Other expenses not covered elsewhere2018-12-31$7,354
Contributions received from other sources (not participants or employers)2018-12-31$46,983
Other income received2018-12-31$-70,248
Net income (gross income less expenses)2018-12-31$21,143
Net plan assets at end of year (total assets less liabilities)2018-12-31$681,284
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$660,141
Assets. Value of participant loans2018-12-31$6,594
Total contributions received or receivable from employer(s)2018-12-31$24,662
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$151,204
Expenses. Total of all expenses incurred2017-12-31$60,963
Benefits paid (including direct rollovers)2017-12-31$54,269
Total plan assets at end of year2017-12-31$660,141
Total plan assets at beginning of year2017-12-31$569,900
Value of fidelity bond covering the plan2017-12-31$66,000
Total contributions received or receivable from participants2017-12-31$27,200
Expenses. Other expenses not covered elsewhere2017-12-31$6,694
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$99,205
Net income (gross income less expenses)2017-12-31$90,241
Net plan assets at end of year (total assets less liabilities)2017-12-31$660,141
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$569,900
Assets. Value of participant loans2017-12-31$7,871
Total contributions received or receivable from employer(s)2017-12-31$24,799
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$91,905
Expenses. Total of all expenses incurred2016-12-31$96,946
Benefits paid (including direct rollovers)2016-12-31$94,113
Total plan assets at end of year2016-12-31$569,900
Total plan assets at beginning of year2016-12-31$574,941
Value of fidelity bond covering the plan2016-12-31$60,000
Total contributions received or receivable from participants2016-12-31$27,900
Expenses. Other expenses not covered elsewhere2016-12-31$2,833
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$38,623
Net income (gross income less expenses)2016-12-31$-5,041
Net plan assets at end of year (total assets less liabilities)2016-12-31$569,900
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$574,941
Assets. Value of participant loans2016-12-31$2,382
Total contributions received or receivable from employer(s)2016-12-31$25,382
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$54,635
Expenses. Total of all expenses incurred2015-12-31$6,387
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$574,941
Total plan assets at beginning of year2015-12-31$526,693
Value of fidelity bond covering the plan2015-12-31$85,000
Total contributions received or receivable from participants2015-12-31$27,795
Expenses. Other expenses not covered elsewhere2015-12-31$125
Contributions received from other sources (not participants or employers)2015-12-31$10,069
Other income received2015-12-31$-7,239
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$48,248
Net plan assets at end of year (total assets less liabilities)2015-12-31$574,941
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$526,693
Assets. Value of participant loans2015-12-31$7,698
Total contributions received or receivable from employer(s)2015-12-31$24,010
Value of certain deemed distributions of participant loans2015-12-31$6,262
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$78,483
Expenses. Total of all expenses incurred2014-12-31$4
Benefits paid (including direct rollovers)2014-12-31$4
Total plan assets at end of year2014-12-31$526,693
Total plan assets at beginning of year2014-12-31$448,214
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$27,274
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$27,417
Net income (gross income less expenses)2014-12-31$78,479
Net plan assets at end of year (total assets less liabilities)2014-12-31$526,693
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$448,214
Assets. Value of participant loans2014-12-31$16,766
Total contributions received or receivable from employer(s)2014-12-31$23,792
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$143,825
Expenses. Total of all expenses incurred2013-12-31$170
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$448,214
Total plan assets at beginning of year2013-12-31$304,559
Value of fidelity bond covering the plan2013-12-31$35,000
Total contributions received or receivable from participants2013-12-31$26,902
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$94,602
Net income (gross income less expenses)2013-12-31$143,655
Net plan assets at end of year (total assets less liabilities)2013-12-31$448,214
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$304,559
Assets. Value of participant loans2013-12-31$24,328
Total contributions received or receivable from employer(s)2013-12-31$22,321
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$170
2012 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$72,380
Expenses. Total of all expenses incurred2012-12-31$22,503
Benefits paid (including direct rollovers)2012-12-31$22,443
Total plan assets at end of year2012-12-31$304,559
Total plan assets at beginning of year2012-12-31$254,682
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$21,280
Other income received2012-12-31$39,542
Net income (gross income less expenses)2012-12-31$49,877
Net plan assets at end of year (total assets less liabilities)2012-12-31$304,559
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$254,682
Assets. Value of participant loans2012-12-31$2,302
Total contributions received or receivable from employer(s)2012-12-31$11,558
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$60
2011 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$33,637
Expenses. Total of all expenses incurred2011-12-31$331
Benefits paid (including direct rollovers)2011-12-31$271
Total plan assets at end of year2011-12-31$254,682
Total plan assets at beginning of year2011-12-31$221,376
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$20,850
Other income received2011-12-31$-10,467
Net income (gross income less expenses)2011-12-31$33,306
Net plan assets at end of year (total assets less liabilities)2011-12-31$254,682
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$221,376
Assets. Value of participant loans2011-12-31$5,090
Total contributions received or receivable from employer(s)2011-12-31$23,254
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$60
2010 : ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$72,126
Expenses. Total of all expenses incurred2010-12-31$22,211
Benefits paid (including direct rollovers)2010-12-31$22,111
Total plan assets at end of year2010-12-31$221,376
Total plan assets at beginning of year2010-12-31$171,461
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$20,975
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$27,702
Net income (gross income less expenses)2010-12-31$49,915
Net plan assets at end of year (total assets less liabilities)2010-12-31$221,376
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$171,461
Assets. Value of participant loans2010-12-31$9,215
Total contributions received or receivable from employer(s)2010-12-31$23,449
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100

Form 5500 Responses for ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

2023: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT C. MASI, D.D.S., P.C. EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
Insurance contract or identification number123922
Number of Individuals Covered8
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
Insurance contract or identification number123922
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,701
Are there contracts with allocated funds for group deferred annuity?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123922
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ849
Policy instance 1

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