401k Plan data: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN plan

EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN
Plan identification number	002

EDWARD J BERTAGNOLLI, DDS, PC 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

EDWARD J. BERTAGNOLLI, D.D.S, P.C. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD J. BERTAGNOLLI, D.D.S, P.C.

Employer identification number (EIN): 840713632

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 JOHN BERTAGNOLLI 2024-03-03
002 2021-07-01 JOHN BERTAGNOLLI 2023-04-14
002 2020-07-01 JOHN BERTAGNOLLI 2022-04-12
002 2019-07-01 JOSEPH BERTAGNOLLI 2021-01-27 JOSEPH BERTAGTNOLLI 2021-01-27
002 2018-07-01 JOHN BERTAGNOLLI 2020-02-18 JOHN BERTAGTNOLLI 2020-02-18
002 2017-07-01 JOSEPH BERTAGNOLLI
002 2016-07-01 JOSEPH BERTAGNOLLI
002 2015-07-01 JOSEPH BERTAGNOLLI
002 2014-07-01 JOSEPH BERTAGNOLLI
002 2013-07-01 JOSEPH BERTAGNOLLI
002 2012-07-01 JOSEPH BERTAGNOLLI
002 2011-07-01 JOSEPH BERTAGNOLLI
002 2009-07-01 JOSEPH BERTAGNOLLI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	JOHN BERTAGNOLLI	2024-03-03
002	2021-07-01	JOHN BERTAGNOLLI	2023-04-14
002	2020-07-01	JOHN BERTAGNOLLI	2022-04-12
002	2019-07-01	JOSEPH BERTAGNOLLI	2021-01-27	JOSEPH BERTAGTNOLLI	2021-01-27
002	2018-07-01	JOHN BERTAGNOLLI	2020-02-18	JOHN BERTAGTNOLLI	2020-02-18
002	2017-07-01	JOSEPH BERTAGNOLLI
002	2016-07-01	JOSEPH BERTAGNOLLI
002	2015-07-01	JOSEPH BERTAGNOLLI
002	2014-07-01	JOSEPH BERTAGNOLLI
002	2013-07-01	JOSEPH BERTAGNOLLI
002	2012-07-01	JOSEPH BERTAGNOLLI
002	2011-07-01	JOSEPH BERTAGNOLLI
002	2009-07-01	JOSEPH BERTAGNOLLI

Plan Statistics for EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN

Measure Date Value
2022: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 9
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 6
Total of all active and inactive participants 2022-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 15
Number of participants with account balances 2022-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 9
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 4
Total of all active and inactive participants 2021-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 13
Number of participants with account balances 2021-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 9
Number of other retired or separated participants entitled to future benefits 2020-07-01 3
Total of all active and inactive participants 2020-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 12
Number of participants with account balances 2020-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 8
Number of retired or separated participants receiving benefits 2019-07-01 4
Total of all active and inactive participants 2019-07-01 12
Total participants 2019-07-01 12
Number of participants with account balances 2019-07-01 12
2018: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 11
Total of all active and inactive participants 2018-07-01 11
Total participants 2018-07-01 11
Number of participants with account balances 2018-07-01 11
2017: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 11
Total of all active and inactive participants 2017-07-01 11
Total participants 2017-07-01 11
Number of participants with account balances 2017-07-01 11
2016: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 11
Total of all active and inactive participants 2016-07-01 11
Total participants 2016-07-01 11
Number of participants with account balances 2016-07-01 11
2015: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 11
Total of all active and inactive participants 2015-07-01 11
Total participants 2015-07-01 11
Number of participants with account balances 2015-07-01 11
2014: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 7
Total of all active and inactive participants 2014-07-01 7
Total participants 2014-07-01 7
Number of participants with account balances 2014-07-01 7
2013: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 7
Total of all active and inactive participants 2013-07-01 7
Total participants 2013-07-01 7
Number of participants with account balances 2013-07-01 7
2012: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 6
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 7
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
2011: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 7
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
2009: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 8
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8

Measure	Date	Value
2022: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	9
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	6
Total of all active and inactive participants	2022-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	15
Number of participants with account balances	2022-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	9
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	4
Total of all active and inactive participants	2021-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	13
Number of participants with account balances	2021-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	9
Number of other retired or separated participants entitled to future benefits	2020-07-01	3
Total of all active and inactive participants	2020-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	12
Number of participants with account balances	2020-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	8
Number of retired or separated participants receiving benefits	2019-07-01	4
Total of all active and inactive participants	2019-07-01	12
Total participants	2019-07-01	12
Number of participants with account balances	2019-07-01	12
2018: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	11
Total of all active and inactive participants	2018-07-01	11
Total participants	2018-07-01	11
Number of participants with account balances	2018-07-01	11
2017: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	11
Total of all active and inactive participants	2017-07-01	11
Total participants	2017-07-01	11
Number of participants with account balances	2017-07-01	11
2016: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	11
Total of all active and inactive participants	2016-07-01	11
Total participants	2016-07-01	11
Number of participants with account balances	2016-07-01	11
2015: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	11
Total of all active and inactive participants	2015-07-01	11
Total participants	2015-07-01	11
Number of participants with account balances	2015-07-01	11
2014: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	7
Total of all active and inactive participants	2014-07-01	7
Total participants	2014-07-01	7
Number of participants with account balances	2014-07-01	7
2013: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	7
Total of all active and inactive participants	2013-07-01	7
Total participants	2013-07-01	7
Number of participants with account balances	2013-07-01	7
2012: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	6
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	7
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
2011: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	7
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
2009: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	8
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8

Financial Data on EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$532,290
Expenses. Total of all expenses incurred	2023-06-30	$1,082,111
Benefits paid (including direct rollovers)	2023-06-30	$1,071,427
Total plan assets at end of year	2023-06-30	$3,203,243
Total plan assets at beginning of year	2023-06-30	$3,753,064
Total contributions received or receivable from participants	2023-06-30	$55,300
Other income received	2023-06-30	$360,647
Net income (gross income less expenses)	2023-06-30	$-549,821
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$3,203,243
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$3,753,064
Assets. Value of assets in partnership/joint-venture interests	2023-06-30	$95,000
Total contributions received or receivable from employer(s)	2023-06-30	$116,343
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$10,684
2022 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-471,961
Expenses. Total of all expenses incurred	2022-06-30	$823,990
Benefits paid (including direct rollovers)	2022-06-30	$823,990
Total plan assets at end of year	2022-06-30	$3,753,064
Total plan assets at beginning of year	2022-06-30	$5,049,015
Total contributions received or receivable from participants	2022-06-30	$51,250
Other income received	2022-06-30	$-636,007
Net income (gross income less expenses)	2022-06-30	$-1,295,951
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$3,753,064
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$5,049,015
Assets. Value of assets in partnership/joint-venture interests	2022-06-30	$115,000
Total contributions received or receivable from employer(s)	2022-06-30	$112,796
2021 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$804,479
Expenses. Total of all expenses incurred	2021-06-30	$625
Benefits paid (including direct rollovers)	2021-06-30	$625
Total plan assets at end of year	2021-06-30	$5,049,015
Total plan assets at beginning of year	2021-06-30	$4,245,161
Total contributions received or receivable from participants	2021-06-30	$59,250
Contributions received from other sources (not participants or employers)	2021-06-30	$1,273
Other income received	2021-06-30	$635,028
Net income (gross income less expenses)	2021-06-30	$803,854
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$5,049,015
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$4,245,161
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$225,341
Total contributions received or receivable from employer(s)	2021-06-30	$108,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$428,096
Expenses. Total of all expenses incurred	2020-06-30	$93,022
Benefits paid (including direct rollovers)	2020-06-30	$16,756
Total plan assets at end of year	2020-06-30	$4,245,161
Total plan assets at beginning of year	2020-06-30	$3,910,087
Total contributions received or receivable from participants	2020-06-30	$64,420
Assets. Value of loans (other than to participants)	2020-06-30	$5,000
Expenses. Other expenses not covered elsewhere	2020-06-30	$76,266
Other income received	2020-06-30	$257,966
Net income (gross income less expenses)	2020-06-30	$335,074
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,245,161
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$3,910,087
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$100,000
Total contributions received or receivable from employer(s)	2020-06-30	$105,710
2019 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$399,709
Expenses. Total of all expenses incurred	2019-06-30	$96,447
Benefits paid (including direct rollovers)	2019-06-30	$73,214
Total plan assets at end of year	2019-06-30	$3,910,087
Total plan assets at beginning of year	2019-06-30	$3,606,825
Total contributions received or receivable from participants	2019-06-30	$65,110
Assets. Value of loans (other than to participants)	2019-06-30	$5,000
Expenses. Other expenses not covered elsewhere	2019-06-30	$23,233
Other income received	2019-06-30	$227,625
Net income (gross income less expenses)	2019-06-30	$303,262
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$3,910,087
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$3,606,825
Assets. Value of assets in partnership/joint-venture interests	2019-06-30	$100,000
Total contributions received or receivable from employer(s)	2019-06-30	$106,974
2018 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$383,420
Expenses. Total of all expenses incurred	2018-06-30	$199,146
Benefits paid (including direct rollovers)	2018-06-30	$197,075
Total plan assets at end of year	2018-06-30	$3,606,825
Total plan assets at beginning of year	2018-06-30	$3,422,551
Total contributions received or receivable from participants	2018-06-30	$65,160
Assets. Value of loans (other than to participants)	2018-06-30	$5,000
Expenses. Other expenses not covered elsewhere	2018-06-30	$2,071
Other income received	2018-06-30	$215,840
Net income (gross income less expenses)	2018-06-30	$184,274
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$3,606,825
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$3,422,551
Assets. Value of assets in partnership/joint-venture interests	2018-06-30	$100,000
Total contributions received or receivable from employer(s)	2018-06-30	$102,420
2017 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$284,684
Expenses. Total of all expenses incurred	2017-06-30	$84,967
Benefits paid (including direct rollovers)	2017-06-30	$57,475
Total plan assets at end of year	2017-06-30	$3,422,551
Total plan assets at beginning of year	2017-06-30	$3,222,834
Total contributions received or receivable from participants	2017-06-30	$58,252
Assets. Value of loans (other than to participants)	2017-06-30	$5,000
Expenses. Other expenses not covered elsewhere	2017-06-30	$27,492
Other income received	2017-06-30	$128,790
Net income (gross income less expenses)	2017-06-30	$199,717
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$3,422,551
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,222,834
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2017-06-30	$25,000
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$100,000
Total contributions received or receivable from employer(s)	2017-06-30	$97,642
2016 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$155,453
Expenses. Total of all expenses incurred	2016-06-30	$18,453
Benefits paid (including direct rollovers)	2016-06-30	$18,050
Total plan assets at end of year	2016-06-30	$3,222,834
Total plan assets at beginning of year	2016-06-30	$3,085,834
Total contributions received or receivable from participants	2016-06-30	$62,752
Assets. Value of loans (other than to participants)	2016-06-30	$25,000
Expenses. Other expenses not covered elsewhere	2016-06-30	$403
Other income received	2016-06-30	$-2,799
Net income (gross income less expenses)	2016-06-30	$137,000
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,222,834
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,085,834
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$100,000
Total contributions received or receivable from employer(s)	2016-06-30	$95,500
2015 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$202,517
Expenses. Total of all expenses incurred	2015-06-30	$14,745
Benefits paid (including direct rollovers)	2015-06-30	$11,000
Total plan assets at end of year	2015-06-30	$3,085,834
Total plan assets at beginning of year	2015-06-30	$2,898,062
Total contributions received or receivable from participants	2015-06-30	$58,352
Assets. Value of loans (other than to participants)	2015-06-30	$25,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$3,745
Other income received	2015-06-30	$47,691
Net income (gross income less expenses)	2015-06-30	$187,772
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,085,834
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,898,062
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$100,000
Total contributions received or receivable from employer(s)	2015-06-30	$96,474
2014 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$301,620
Expenses. Total of all expenses incurred	2014-06-30	$10,165
Benefits paid (including direct rollovers)	2014-06-30	$9,765
Total plan assets at end of year	2014-06-30	$2,898,062
Total plan assets at beginning of year	2014-06-30	$2,606,607
Total contributions received or receivable from participants	2014-06-30	$54,952
Assets. Value of loans (other than to participants)	2014-06-30	$25,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$400
Other income received	2014-06-30	$151,818
Net income (gross income less expenses)	2014-06-30	$291,455
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,898,062
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,606,607
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-06-30	$23,444
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$100,000
Total contributions received or receivable from employer(s)	2014-06-30	$94,850
2013 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$283,880
Expenses. Total of all expenses incurred	2013-06-30	$490
Total plan assets at end of year	2013-06-30	$2,606,607
Total plan assets at beginning of year	2013-06-30	$2,323,217
Total contributions received or receivable from participants	2013-06-30	$35,364
Assets. Value of loans (other than to participants)	2013-06-30	$145,926
Expenses. Other expenses not covered elsewhere	2013-06-30	$490
Other income received	2013-06-30	$157,811
Net income (gross income less expenses)	2013-06-30	$283,390
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,606,607
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,323,217
Total contributions received or receivable from employer(s)	2013-06-30	$90,705
2012 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$101,497
Expenses. Total of all expenses incurred	2012-06-30	$163,424
Benefits paid (including direct rollovers)	2012-06-30	$162,918
Total plan assets at end of year	2012-06-30	$2,323,217
Total plan assets at beginning of year	2012-06-30	$2,385,144
Total contributions received or receivable from participants	2012-06-30	$34,520
Assets. Value of loans (other than to participants)	2012-06-30	$217,751
Expenses. Other expenses not covered elsewhere	2012-06-30	$506
Other income received	2012-06-30	$-24,113
Net income (gross income less expenses)	2012-06-30	$-61,927
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,323,217
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,385,144
Total contributions received or receivable from employer(s)	2012-06-30	$91,090
2011 : EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$469,066
Expenses. Total of all expenses incurred	2011-06-30	$37,674
Benefits paid (including direct rollovers)	2011-06-30	$37,068
Total plan assets at end of year	2011-06-30	$2,385,144
Total plan assets at beginning of year	2011-06-30	$1,953,752
Total contributions received or receivable from participants	2011-06-30	$34,120
Assets. Value of loans (other than to participants)	2011-06-30	$170,160
Expenses. Other expenses not covered elsewhere	2011-06-30	$606
Other income received	2011-06-30	$343,400
Net income (gross income less expenses)	2011-06-30	$431,392
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,385,144
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,953,752
Total contributions received or receivable from employer(s)	2011-06-30	$91,546

Form 5500 Responses for EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN

2022: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD J BERTAGNOLLI, DDS, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD J. BERTAGNOLLI, D.D.S, P.C.
Employer identification number (EIN):	840713632
NAIC Classification:	621210
NAIC Description:	Offices of Dentists