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RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD R TONELLI DDS SC PROFIT SHARING PLAN
Plan identification number 001

RICHARD R TONELLI DDS SC 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RICHARD R TONELLI DDS SC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD R TONELLI DDS SC
Employer identification number (EIN):391717962
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD R TONELLI DDS SC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RICHARD R TONELLI DDS
0012023-01-01
0012023-01-01RICHARD R TONELLI DDS
0012022-01-01
0012022-01-01RICHARD R TONELLI DDS
0012021-01-01
0012021-01-01RICHARD R TONELLI DDS
0012020-01-01
0012019-01-01
0012018-01-01RICHARD R TONELLI DDS
0012017-01-01RICHARD R TONELLI DDS
0012016-01-01RICHARD R TONELLI DDS
0012015-01-01RICHARD R TONELLI DDS
0012014-01-01RICHARD R TONELLI DDS
0012013-01-01RICHARD R TONELLI DDS
0012012-01-01RICHARD R TONELLI DDS
0012011-01-01RICHARD R TONELLI DDS
0012010-01-01RICHARD R TONELLI DDS
0012009-01-01RICHARD R TONELLI DDS

Financial Data on RICHARD R TONELLI DDS SC PROFIT SHARING PLAN

Measure Date Value
2024 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-01-01$522,103
Expenses. Total of all expenses incurred2024-01-01$90,071
Benefits paid (including direct rollovers)2024-01-01$69,200
Total plan assets at end of year2024-01-01$2,519,155
Total plan assets at beginning of year2024-01-01$2,087,123
Expenses. Other expenses not covered elsewhere2024-01-01$20,871
Contributions received from other sources (not participants or employers)2024-01-01$147,658
Other income received2024-01-01$374,445
Net income (gross income less expenses)2024-01-01$432,032
Net plan assets at end of year (total assets less liabilities)2024-01-01$2,519,155
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$2,087,123
2023 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$309,727
Expenses. Total of all expenses incurred2023-12-31$77,802
Benefits paid (including direct rollovers)2023-12-31$59,250
Total plan assets at end of year2023-12-31$2,087,123
Total plan assets at beginning of year2023-12-31$1,855,198
Expenses. Other expenses not covered elsewhere2023-12-31$18,552
Other income received2023-12-31$309,727
Net income (gross income less expenses)2023-12-31$231,925
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,087,123
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,855,198
2022 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-234,853
Expenses. Total of all expenses incurred2022-12-31$89,497
Benefits paid (including direct rollovers)2022-12-31$67,700
Total plan assets at end of year2022-12-31$1,855,198
Total plan assets at beginning of year2022-12-31$2,179,548
Expenses. Other expenses not covered elsewhere2022-12-31$21,797
Other income received2022-12-31$-234,853
Net income (gross income less expenses)2022-12-31$-324,350
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,855,198
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,179,548
2021 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$218,666
Expenses. Total of all expenses incurred2021-12-31$87,433
Benefits paid (including direct rollovers)2021-12-31$66,900
Total plan assets at end of year2021-12-31$2,179,548
Total plan assets at beginning of year2021-12-31$2,048,315
Expenses. Other expenses not covered elsewhere2021-12-31$20,533
Other income received2021-12-31$218,666
Net income (gross income less expenses)2021-12-31$131,233
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,179,548
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,048,315
2020 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$206,220
Expenses. Total of all expenses incurred2020-12-31$80,292
Benefits paid (including direct rollovers)2020-12-31$60,917
Total plan assets at end of year2020-12-31$2,048,315
Total plan assets at beginning of year2020-12-31$1,922,387
Expenses. Other expenses not covered elsewhere2020-12-31$19,375
Other income received2020-12-31$206,220
Net income (gross income less expenses)2020-12-31$125,928
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,048,315
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,922,387
2019 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$346,224
Expenses. Total of all expenses incurred2019-12-31$66,722
Benefits paid (including direct rollovers)2019-12-31$50,195
Total plan assets at end of year2019-12-31$1,922,387
Total plan assets at beginning of year2019-12-31$1,642,885
Expenses. Other expenses not covered elsewhere2019-12-31$16,527
Other income received2019-12-31$346,224
Net income (gross income less expenses)2019-12-31$279,502
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,922,387
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,642,885
2018 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,507
Expenses. Total of all expenses incurred2018-12-31$26,711
Benefits paid (including direct rollovers)2018-12-31$10,000
Total plan assets at end of year2018-12-31$1,642,885
Total plan assets at beginning of year2018-12-31$1,671,103
Expenses. Other expenses not covered elsewhere2018-12-31$16,711
Other income received2018-12-31$-1,507
Net income (gross income less expenses)2018-12-31$-28,218
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,642,885
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,671,103
2017 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$190,954
Expenses. Total of all expenses incurred2017-12-31$14,951
Total plan assets at end of year2017-12-31$1,671,103
Total plan assets at beginning of year2017-12-31$1,495,100
Expenses. Other expenses not covered elsewhere2017-12-31$14,951
Other income received2017-12-31$190,954
Net income (gross income less expenses)2017-12-31$176,003
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,671,103
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,495,100
2016 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$82,372
Expenses. Total of all expenses incurred2016-12-31$14,270
Total plan assets at end of year2016-12-31$1,495,100
Total plan assets at beginning of year2016-12-31$1,426,998
Expenses. Other expenses not covered elsewhere2016-12-31$14,270
Other income received2016-12-31$82,357
Net income (gross income less expenses)2016-12-31$68,102
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,495,100
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,426,998
Total contributions received or receivable from employer(s)2016-12-31$15
2015 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,634
Expenses. Total of all expenses incurred2015-12-31$14,162
Total plan assets at end of year2015-12-31$1,426,998
Total plan assets at beginning of year2015-12-31$1,415,526
Expenses. Other expenses not covered elsewhere2015-12-31$14,162
Other income received2015-12-31$25,617
Net income (gross income less expenses)2015-12-31$11,472
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,426,998
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,415,526
Total contributions received or receivable from employer(s)2015-12-31$17
2014 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$126,500
Expenses. Total of all expenses incurred2014-12-31$13,121
Total plan assets at end of year2014-12-31$1,415,526
Total plan assets at beginning of year2014-12-31$1,302,147
Expenses. Other expenses not covered elsewhere2014-12-31$13,121
Other income received2014-12-31$126,453
Net income (gross income less expenses)2014-12-31$113,379
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,415,526
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,302,147
Total contributions received or receivable from employer(s)2014-12-31$47
2013 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$180,567
Expenses. Total of all expenses incurred2013-12-31$14,767
Benefits paid (including direct rollovers)2013-12-31$10,459
Total plan assets at end of year2013-12-31$1,302,147
Total plan assets at beginning of year2013-12-31$1,136,347
Expenses. Other expenses not covered elsewhere2013-12-31$4,308
Other income received2013-12-31$180,515
Net income (gross income less expenses)2013-12-31$165,800
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,302,147
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,136,347
Total contributions received or receivable from employer(s)2013-12-31$52
2012 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$95
Total income from all sources2012-12-31$137,501
Expenses. Total of all expenses incurred2012-12-31$62,091
Benefits paid (including direct rollovers)2012-12-31$61,734
Total plan assets at end of year2012-12-31$1,136,347
Total plan assets at beginning of year2012-12-31$1,061,032
Value of fidelity bond covering the plan2012-12-31$115,000
Total contributions received or receivable from participants2012-12-31$46,427
Expenses. Other expenses not covered elsewhere2012-12-31$357
Other income received2012-12-31$87,349
Net income (gross income less expenses)2012-12-31$75,410
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,136,347
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,060,937
Total contributions received or receivable from employer(s)2012-12-31$3,725
2011 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$95
Total plan liabilities at beginning of year2011-12-31$143
Total income from all sources2011-12-31$98,575
Total plan assets at end of year2011-12-31$1,061,032
Total plan assets at beginning of year2011-12-31$962,505
Value of fidelity bond covering the plan2011-12-31$115,000
Total contributions received or receivable from participants2011-12-31$50,629
Other income received2011-12-31$21,629
Net income (gross income less expenses)2011-12-31$98,575
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,060,937
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$962,362
Total contributions received or receivable from employer(s)2011-12-31$26,317
2010 : RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$143
Total plan liabilities at beginning of year2010-12-31$356
Total income from all sources2010-12-31$150,398
Expenses. Total of all expenses incurred2010-12-31$10
Total plan assets at end of year2010-12-31$962,505
Total plan assets at beginning of year2010-12-31$812,330
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$51,017
Expenses. Other expenses not covered elsewhere2010-12-31$10
Other income received2010-12-31$70,770
Net income (gross income less expenses)2010-12-31$150,388
Net plan assets at end of year (total assets less liabilities)2010-12-31$962,362
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$811,974
Total contributions received or receivable from employer(s)2010-12-31$28,611

Form 5500 Responses for RICHARD R TONELLI DDS SC PROFIT SHARING PLAN

2023: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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: RICHARD R TONELLI DDS SC 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
2010: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD R TONELLI DDS SC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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