401k Plan data: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN plan

JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN
Plan identification number	001

JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

JOHN F. ZUMMO, JR., D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. ZUMMO, JR., D.D.S., P.C.

Employer identification number (EIN): 760091869

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JOHN F. ZUMMO, JR., D.D.S., P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1984-01-27

Company Identification Number: 0090944802

Legal Registered Office Address: 16125 CAIRNWAY DR STE 108

HOUSTON
United States of America (USA)
77084

More information about JOHN F. ZUMMO, JR., D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DR. JOHN F. ZUMMO, JR. 2019-04-22
001 2017-01-01 DR. JOHN F. ZUMMO, JR. 2018-08-06
001 2016-01-01 DR. JOHN F. ZUMMO, JR. 2017-09-10
001 2015-01-01 DR. JOHN F. ZUMMO, JR. 2016-08-29
001 2014-01-01 DR. JOHN F. ZUMMO, JR. 2015-08-21
001 2013-01-01 DR. JOHN F. ZUMMO, JR.
001 2012-01-01 DR. JOHN F. ZUMMO, JR.
001 2011-01-01 DR. JOHN F. ZUMMO, JR.
001 2010-01-01 DR. JOHN F. ZUMMO, JR.
001 2009-01-01 DR. JOHN F. ZUMMO, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	DR. JOHN F. ZUMMO, JR.	2019-04-22
001	2017-01-01	DR. JOHN F. ZUMMO, JR.	2018-08-06
001	2016-01-01	DR. JOHN F. ZUMMO, JR.	2017-09-10
001	2015-01-01	DR. JOHN F. ZUMMO, JR.	2016-08-29
001	2014-01-01	DR. JOHN F. ZUMMO, JR.	2015-08-21
001	2013-01-01	DR. JOHN F. ZUMMO, JR.
001	2012-01-01	DR. JOHN F. ZUMMO, JR.
001	2011-01-01	DR. JOHN F. ZUMMO, JR.
001	2010-01-01	DR. JOHN F. ZUMMO, JR.
001	2009-01-01	DR. JOHN F. ZUMMO, JR.

Plan Statistics for JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN

Measure Date Value
2013: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN

Measure	Date	Value
2013 : JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$323,143
Expenses. Total of all expenses incurred	2013-12-31	$41,392
Benefits paid (including direct rollovers)	2013-12-31	$41,392
Total plan assets at end of year	2013-12-31	$2,025,719
Total plan assets at beginning of year	2013-12-31	$1,743,968
Value of fidelity bond covering the plan	2013-12-31	$180,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$263,043
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$281,751
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,025,719
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,743,968
Total contributions received or receivable from employer(s)	2013-12-31	$60,100
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$161,346
Expenses. Total of all expenses incurred	2012-12-31	$208
Benefits paid (including direct rollovers)	2012-12-31	$208
Total plan assets at end of year	2012-12-31	$1,743,968
Total plan assets at beginning of year	2012-12-31	$1,582,830
Value of fidelity bond covering the plan	2012-12-31	$160,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$101,172
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$161,138
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,743,968
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,582,830
Total contributions received or receivable from employer(s)	2012-12-31	$60,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$119,588
Expenses. Total of all expenses incurred	2011-12-31	$2,631
Benefits paid (including direct rollovers)	2011-12-31	$2,631
Total plan assets at end of year	2011-12-31	$1,582,830
Total plan assets at beginning of year	2011-12-31	$1,465,873
Value of fidelity bond covering the plan	2011-12-31	$160,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$58,237
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$116,957
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,582,830
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,465,873
Total contributions received or receivable from employer(s)	2011-12-31	$61,351
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$219,501
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,465,873
Total plan assets at beginning of year	2010-12-31	$1,246,372
Value of fidelity bond covering the plan	2010-12-31	$180,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$158,693
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$219,501
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,465,873
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,246,372
Assets. Value of participant loans	2010-12-31	$1,742
Total contributions received or receivable from employer(s)	2010-12-31	$60,808
2009 : JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN

2013: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN F. ZUMMO, JR. , D.D.S., P.C., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN F. ZUMMO, JR., D.D.S., P.C.
Employer identification number (EIN):	760091869
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1984-01-27
Company Identification Number:	0090944802
Legal Registered Office Address:	16125 CAIRNWAY DR STE 108 HOUSTON United States of America (USA) 77084