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STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 401k Plan overview

Plan NameSTEVEN A. CUCCIA, DDS, PA 401(K) PLAN
Plan identification number 001

STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 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.
  • 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

STEVEN A. CUCCIA, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:STEVEN A. CUCCIA, DDS, PA
Employer identification number (EIN):561974066
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A. CUCCIA, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01STEVEN A. CUCCIA2021-07-28
0012019-01-01STEVEN A. CUCCIA2020-07-30
0012018-01-01STEVEN A. CUCCIA2019-07-30
0012017-01-01STEVEN A. CUCCIA
0012016-01-01STEVEN A. CUCCIA
0012015-01-01STEVEN A. CUCCIA
0012014-01-01STEVEN A. CUCCIA
0012013-01-01STEVEN A. CUCCIA
0012012-01-01STEVEN A. CUCCIA
0012011-01-01STEVEN A. CUCCIA
0012009-01-01STEVEN A. CUCCIA

Plan Statistics for STEVEN A. CUCCIA, DDS, PA 401(K) PLAN

401k plan membership statisitcs for STEVEN A. CUCCIA, DDS, PA 401(K) PLAN

Measure Date Value
2017: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
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 participants2017-01-015
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: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
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 participants2016-01-015
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: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
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: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
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 balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
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 participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-016
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

Financial Data on STEVEN A. CUCCIA, DDS, PA 401(K) PLAN

Measure Date Value
2017 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$283,232
Total plan assets at end of year2017-12-31$1,535,424
Total plan assets at beginning of year2017-12-31$1,252,192
Value of fidelity bond covering the plan2017-12-31$175,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$241,375
Net income (gross income less expenses)2017-12-31$283,232
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,535,424
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,252,192
Total contributions received or receivable from employer(s)2017-12-31$17,857
2016 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$162,858
Expenses. Total of all expenses incurred2016-12-31$80,079
Benefits paid (including direct rollovers)2016-12-31$80,019
Total plan assets at end of year2016-12-31$1,252,192
Total plan assets at beginning of year2016-12-31$1,169,413
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$24,000
Expenses. Other expenses not covered elsewhere2016-12-31$60
Other income received2016-12-31$87,120
Net income (gross income less expenses)2016-12-31$82,779
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,252,192
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,169,413
Total contributions received or receivable from employer(s)2016-12-31$51,738
2015 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$4,826
Expenses. Total of all expenses incurred2015-12-31$445
Benefits paid (including direct rollovers)2015-12-31$445
Total plan assets at end of year2015-12-31$1,169,413
Total plan assets at beginning of year2015-12-31$1,165,032
Value of fidelity bond covering the plan2015-12-31$120,000
Total contributions received or receivable from participants2015-12-31$24,600
Other income received2015-12-31$-44,774
Net income (gross income less expenses)2015-12-31$4,381
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,169,413
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,165,032
Total contributions received or receivable from employer(s)2015-12-31$25,000
2014 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$130,522
Expenses. Total of all expenses incurred2014-12-31$62,023
Benefits paid (including direct rollovers)2014-12-31$62,023
Total plan assets at end of year2014-12-31$1,165,032
Total plan assets at beginning of year2014-12-31$1,096,533
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$24,993
Other income received2014-12-31$65,529
Net income (gross income less expenses)2014-12-31$68,499
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,165,032
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,096,533
Total contributions received or receivable from employer(s)2014-12-31$40,000
2013 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$217,060
Total plan assets at end of year2013-12-31$1,096,533
Total plan assets at beginning of year2013-12-31$879,473
Value of fidelity bond covering the plan2013-12-31$110,000
Total contributions received or receivable from participants2013-12-31$24,900
Other income received2013-12-31$152,160
Net income (gross income less expenses)2013-12-31$217,060
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,096,533
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$879,473
Total contributions received or receivable from employer(s)2013-12-31$40,000
2012 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$136,433
Total plan assets at end of year2012-12-31$879,473
Total plan assets at beginning of year2012-12-31$743,040
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$24,004
Other income received2012-12-31$79,745
Net income (gross income less expenses)2012-12-31$136,433
Net plan assets at end of year (total assets less liabilities)2012-12-31$879,473
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$743,040
Total contributions received or receivable from employer(s)2012-12-31$32,684
2011 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,241
Total plan assets at end of year2011-12-31$743,040
Total plan assets at beginning of year2011-12-31$715,799
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$24,680
Other income received2011-12-31$-20,850
Net income (gross income less expenses)2011-12-31$27,241
Net plan assets at end of year (total assets less liabilities)2011-12-31$743,040
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$715,799
Total contributions received or receivable from employer(s)2011-12-31$23,411
2010 : STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$133,180
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$715,799
Total plan assets at beginning of year2010-12-31$582,649
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$19,231
Expenses. Other expenses not covered elsewhere2010-12-31$30
Other income received2010-12-31$80,219
Net income (gross income less expenses)2010-12-31$133,150
Net plan assets at end of year (total assets less liabilities)2010-12-31$715,799
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$582,649
Total contributions received or receivable from employer(s)2010-12-31$33,730

Form 5500 Responses for STEVEN A. CUCCIA, DDS, PA 401(K) PLAN

2017: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEVEN A. CUCCIA, DDS, PA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP3177
Policy instance 1
Insurance contract or identification numberGP3177
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,988
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,842
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberRP010452
Policy instance 2
Insurance contract or identification numberRP010452
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,854
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,854
Insurance broker organization code?3
Insurance broker nameTHE O.N. EQUITY SALES COMPANY
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP3177
Policy instance 1
Insurance contract or identification numberGP3177
Number of Individuals Covered5
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $7,182
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,470
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,253
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,465
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,893
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,288
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,826
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,769
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,660
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,330
Insurance broker organization code?3
Insurance broker nameSTEVEN F GOLDEN
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,561
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 3177
Policy instance 1
Insurance contract or identification numberGP 3177
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,757
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,748
Insurance broker organization code?3
Insurance broker nameGOLDEN MACK & ASSOCIATES, INC

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