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PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 401k Plan overview

Plan NamePATRICIA A. TALAMO, OD PROFIT SHARING PLAN
Plan identification number 002

PATRICIA A. TALAMO, OD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Money purchase (other than target benefit)

401k Sponsoring company profile

PATRICIA A. TALAMO, OD has sponsored the creation of one or more 401k plans.

Company Name:PATRICIA A. TALAMO, OD
Employer identification number (EIN):461619513
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICIA A. TALAMO, OD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01PATRICIA TALAMO
0022017-01-01PATRICIA TALAMO PATRICIA TALAMO2018-06-10
0022016-01-01PATRICIA TALAMO
0022015-01-01PATRICIA TALAMO2016-07-04
0022014-01-01PATRICIA TALAMO2015-07-04 PATRICIA TALAMO2015-07-04

Plan Statistics for PATRICIA A. TALAMO, OD PROFIT SHARING PLAN

401k plan membership statisitcs for PATRICIA A. TALAMO, OD PROFIT SHARING PLAN

Measure Date Value
2022: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-011
2016: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-011

Financial Data on PATRICIA A. TALAMO, OD PROFIT SHARING PLAN

Measure Date Value
2022 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-90,109
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$416,636
Total plan assets at beginning of year2022-12-31$506,745
Other income received2022-12-31$-93,956
Net income (gross income less expenses)2022-12-31$-90,109
Net plan assets at end of year (total assets less liabilities)2022-12-31$416,636
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$506,745
Total contributions received or receivable from employer(s)2022-12-31$3,847
2021 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$75,887
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$506,745
Total plan assets at beginning of year2021-12-31$430,858
Other income received2021-12-31$72,530
Net income (gross income less expenses)2021-12-31$75,887
Net plan assets at end of year (total assets less liabilities)2021-12-31$506,745
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$430,858
Total contributions received or receivable from employer(s)2021-12-31$3,357
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,357
Amount contributed by the employer to the plan for this plan year2021-12-31$3,357
2020 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$79,454
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$430,858
Total plan assets at beginning of year2020-12-31$351,404
Other income received2020-12-31$71,826
Net income (gross income less expenses)2020-12-31$79,454
Net plan assets at end of year (total assets less liabilities)2020-12-31$430,858
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$351,404
Total contributions received or receivable from employer(s)2020-12-31$7,628
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$7,628
Amount contributed by the employer to the plan for this plan year2020-12-31$7,628
2019 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$74,673
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$351,404
Total plan assets at beginning of year2019-12-31$276,731
Other income received2019-12-31$67,031
Net income (gross income less expenses)2019-12-31$74,673
Net plan assets at end of year (total assets less liabilities)2019-12-31$351,404
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$276,731
Total contributions received or receivable from employer(s)2019-12-31$7,642
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$7,643
Amount contributed by the employer to the plan for this plan year2019-12-31$7,643
2018 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-4,532
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$276,731
Total plan assets at beginning of year2018-12-31$281,263
Other income received2018-12-31$-11,651
Net income (gross income less expenses)2018-12-31$-4,532
Net plan assets at end of year (total assets less liabilities)2018-12-31$276,731
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$281,263
Total contributions received or receivable from employer(s)2018-12-31$7,119
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$7,119
Amount contributed by the employer to the plan for this plan year2018-12-31$7,119
2017 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$52,297
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$281,263
Total plan assets at beginning of year2017-12-31$228,966
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$44,825
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$52,297
Net plan assets at end of year (total assets less liabilities)2017-12-31$281,263
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$228,966
Total contributions received or receivable from employer(s)2017-12-31$7,472
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$7,472
Amount contributed by the employer to the plan for this plan year2017-12-31$7,472
2016 : PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$18,996
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$228,966
Total plan assets at beginning of year2016-12-31$209,970
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$11,079
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$18,996
Net plan assets at end of year (total assets less liabilities)2016-12-31$228,966
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$209,970
Total contributions received or receivable from employer(s)2016-12-31$7,917
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$7,917
Amount contributed by the employer to the plan for this plan year2016-12-31$7,917

Form 5500 Responses for PATRICIA A. TALAMO, OD PROFIT SHARING PLAN

2022: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 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
2021: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 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
2020: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 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
2019: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 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
2018: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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
2016: PATRICIA A. TALAMO, OD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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

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