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| Plan Name | MICHAEL R. LORIO, DDS, APC RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | MICHAEL R. LORIO, DDS, APC |
| Employer identification number (EIN): | 721506142 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2014-01-01 | MICHAEL R. LORIO DDS | 2015-09-10 | ||
| 002 | 2013-01-01 | MICHAEL R. LORIO DDS | 2014-10-05 | ||
| 002 | 2012-01-01 | MICHAEL R. LORIO DDS | 2013-09-07 | ||
| 002 | 2011-01-01 | MICHAEL R. LORIO DDS | 2012-10-15 | ||
| 002 | 2010-01-01 | MICHAEL R. LORIO DDS | 2011-10-17 | ||
| 002 | 2007-01-01 | MICHAEL R. LORIO DDS |
| Measure | Date | Value |
|---|---|---|
| 2007: MICHAEL R. LORIO, DDS, APC RETIREMENT PLAN 2007 401k membership | ||
| Total participants, beginning-of-year | 2007-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2007 : MICHAEL R. LORIO, DDS, APC RETIREMENT PLAN 2007 401k financial data | ||
| Total plan liabilities at end of year | 2007-12-31 | $240,822 |
| Total plan liabilities at beginning of year | 2007-12-31 | $240,822 |
| Total income from all sources | 2007-12-31 | $75,222 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $9,080 |
| Total plan assets at end of year | 2007-12-31 | $680,790 |
| Total plan assets at beginning of year | 2007-12-31 | $614,648 |
| Value of fidelity bond covering the plan | 2007-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $9,080 |
| Other income received | 2007-12-31 | $29,909 |
| Net income (gross income less expenses) | 2007-12-31 | $66,142 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $439,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $373,826 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $45,313 |
| 2007: MICHAEL R. LORIO, DDS, APC RETIREMENT PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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