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GARY L. BALZANO, DDS 401K PLAN 401k Plan overview

Plan NameGARY L. BALZANO, DDS 401K PLAN
Plan identification number 002

GARY L. BALZANO, DDS 401K PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

GARY L. BALZANO, DDS has sponsored the creation of one or more 401k plans.

Company Name:GARY L. BALZANO, DDS
Employer identification number (EIN):850291554
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY L. BALZANO, DDS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01GARY L. BALZANO, DDS2021-09-15
0022018-01-01GARY L. BALZANO, DDS2019-08-01
0022017-01-01GARY L. BALZANO, DDS2018-08-31
0022016-01-01GARY L. BALZANO, DDS2017-10-01
0022015-01-01GARY L. BALZANO, DDS2016-07-24
0022014-01-01GARY L. BALZANO, DDS2015-09-24
0022013-01-01GARY L. BALZANO, DDS
0022012-01-01GARY L. BALZANO, DDS
0022011-01-01GARY L. BALZANO, DDS
0022010-01-01GARY L. BALZANO, DDS
0022009-01-01GARY L. BALZANO, DDS

Plan Statistics for GARY L. BALZANO, DDS 401K PLAN

401k plan membership statisitcs for GARY L. BALZANO, DDS 401K PLAN

Measure Date Value
2013: GARY L. BALZANO, DDS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GARY L. BALZANO, DDS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: GARY L. BALZANO, DDS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GARY L. BALZANO, DDS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GARY L. BALZANO, DDS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GARY L. BALZANO, DDS 401K PLAN

Measure Date Value
2013 : GARY L. BALZANO, DDS 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$261,723
Total plan assets at end of year2013-12-31$1,432,142
Total plan assets at beginning of year2013-12-31$1,170,419
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$28,578
Other income received2013-12-31$216,823
Net income (gross income less expenses)2013-12-31$261,723
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,432,142
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,170,419
Total contributions received or receivable from employer(s)2013-12-31$16,322
2012 : GARY L. BALZANO, DDS 401K PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$227,323
Total plan assets at end of year2012-12-31$1,011,177
Total plan assets at beginning of year2012-12-31$783,854
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$106,616
Net income (gross income less expenses)2012-12-31$227,323
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,011,177
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$783,854
Total contributions received or receivable from employer(s)2012-12-31$120,707
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GARY L. BALZANO, DDS 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$76,291
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$783,854
Total plan assets at beginning of year2011-12-31$707,563
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-7,709
Net income (gross income less expenses)2011-12-31$76,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$783,854
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$707,563
Total contributions received or receivable from employer(s)2011-12-31$84,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GARY L. BALZANO, DDS 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$147,087
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$707,563
Total plan assets at beginning of year2010-12-31$560,476
Value of fidelity bond covering the plan2010-12-31$71,000
Other income received2010-12-31$63,087
Net income (gross income less expenses)2010-12-31$147,087
Net plan assets at end of year (total assets less liabilities)2010-12-31$707,563
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$560,476
Total contributions received or receivable from employer(s)2010-12-31$84,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GARY L. BALZANO, DDS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GARY L. BALZANO, DDS 401K PLAN

2013: GARY L. BALZANO, DDS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GARY L. BALZANO, DDS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GARY L. BALZANO, DDS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GARY L. BALZANO, DDS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GARY L. BALZANO, DDS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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