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JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 401k Plan overview

Plan NameJOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST
Plan identification number 001

JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C.
Employer identification number (EIN):820887801
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN PETRINI, JR.2024-05-01
0012022-01-01JOHN PETRINI2023-03-10
0012021-01-01JOHN PETRINI2022-02-25 JOHN PETRINI2022-02-25
0012020-01-01JOHN PETRINI2021-05-03 JOHN PETRINI2021-05-03
0012019-01-01JOHN PETRINI2020-06-24 JOHN PETRINI2020-06-24
0012019-01-01JOHN PETRINI2021-05-03 JOHN PETRINI2021-05-03
0012018-01-01JOHN PETRINI2019-04-15 JOHN PETRINI2019-04-15

Plan Statistics for JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST

401k plan membership statisitcs for JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST

Measure Date Value
2025: JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-0914
Total number of particpants at end of year2025-04-0911
Number of Participants With Account Balances2025-04-0911
2024: JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-0115
Total number of particpants at end of year2024-05-0113
Number of Participants With Account Balances2024-05-0113

Financial Data on JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST

Measure Date Value
2025 : JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-0923086
Net assets as of the end of the plan year2025-04-091217752
Total assets as of the beginning of the plan year2025-04-091074263
Value of plan covered by a fidelity bond2025-04-09200000
Participant contributions to plan in this plan year2025-04-0957629
Value of participant loans at end of plan year2025-04-0993353
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-0991011
Plan net income in this plan year2025-04-09143489
Net assets as of the end of the plan year2025-04-091217752
Net assets as of the beginning of the plan year2025-04-091074263
Employer contributions to plan in this plan year2025-04-0917935
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0912282
2024 : JOHN J. PETRINI, JR., D.D.S., M.S., F.A.C.P., P.L.L.C. 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-010
Total liabilities as of the end of the plan year2024-05-010
Total liabilities as of the beginning of the plan year2024-05-01523
Total expenses incurred by plan in this plan year2024-05-0152483
Net assets as of the end of the plan year2024-05-011074263
Total assets as of the beginning of the plan year2024-05-01937809
Value of plan covered by a fidelity bond2024-05-01200000
Participant contributions to plan in this plan year2024-05-0159385
Other expenses paid from plan in this plan year2024-05-010
Other contributions to plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-01101070
Plan net income in this plan year2024-05-01136977
Net assets as of the end of the plan year2024-05-011074263
Net assets as of the beginning of the plan year2024-05-01937286
Employer contributions to plan in this plan year2024-05-0129005
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0110866

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