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ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

ROBERT D. AGNOLETTI, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT D. AGNOLETTI, D.D.S., INC.
Employer identification number (EIN):942443592
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ROBERT AGNOLETTI, DDS2023-06-08 ROBERT AGNOLETTI, DDS2023-06-08
0032021-01-01ROBERT AGNOLETTI, DDS2022-07-20 ROBERT AGNOLETTI, DDS2022-07-20
0032021-01-01ROBERT AGNOLETTI, DDS2022-07-20 ROBERT AGNOLETTI, DDS2022-07-20
0032020-01-01ROBERT AGNOLETTI, DDS2021-10-14 ROBERT AGNOLETTI, DDS2021-10-14
0032019-01-01ROBERT AGNOLETTI, DDS2020-10-12 ROBERT AGNOLETTI, DDS2020-10-12
0032018-01-01ROBERT AGNOLETTI, DDS2019-10-07 ROBERT AGNOLETTI, DDS2019-10-07
0032017-01-01
0032016-01-01
0032015-01-01SADIE POURFATHI
0032014-01-01SADIE POURFATHI2015-10-15
0032013-01-01
0032012-01-01ROBERT AGNOLETTI, D.D.S.
0032011-01-01ROBERT AGNOLETTI, D.D.S.2012-07-28
0032010-01-01ROBERT AGNOLETTI, D.D.S.2011-07-28
0032009-01-01ROBERT D. AGNOLETTI, D.D.S.

Plan Statistics for ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,630,605
Acturial value of plan assets2022-12-311,630,605
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-313,508
Active participant vested funding target2022-12-311,462,448
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,465,793
Total participant count2022-12-316
Total funding target for all participants2022-12-311,469,301
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3180,988
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3180,988
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3180,988
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3167,684
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,307,936
Acturial value of plan assets2021-12-312,307,936
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-313,142
Active participant vested funding target2021-12-311,366,887
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,368,474
Total participant count2021-12-316
Total funding target for all participants2021-12-311,371,616
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3180,988
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3180,988
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3180,988
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-318,266
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,199,006
Acturial value of plan assets2020-12-312,199,006
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-312,828
Active participant vested funding target2020-12-311,305,142
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,305,453
Total participant count2020-12-315
Total funding target for all participants2020-12-311,308,281
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3178,744
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3178,744
Present value of excess contributions2020-12-31113,751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31113,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3180,988
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3196,685
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,742,350
Acturial value of plan assets2019-12-311,742,350
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-312,651
Active participant vested funding target2019-12-311,255,678
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,255,855
Total participant count2019-12-315
Total funding target for all participants2019-12-311,258,506
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3179,539
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3179,539
Present value of excess contributions2019-12-31199,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31199,901
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3178,744
Total employer contributions2019-12-31117,905
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31113,751
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31113,751
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
2018: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,490,705
Acturial value of plan assets2018-12-311,490,705
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,282,549
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,282,705
Total participant count2018-12-314
Total funding target for all participants2018-12-311,282,705
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3178,861
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3178,861
Present value of excess contributions2018-12-3143,316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3143,316
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3179,539
Total employer contributions2018-12-31207,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31199,901
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,823
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31199,901
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,535,099
Acturial value of plan assets2017-12-311,535,099
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31983,813
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31983,813
Total participant count2017-12-314
Total funding target for all participants2017-12-31983,813
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3175,908
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3175,908
Present value of excess contributions2017-12-31194,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31194,354
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3178,861
Total employer contributions2017-12-3145,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3143,316
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3143,316
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,422,935
Acturial value of plan assets2016-12-311,422,935
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31883,852
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31883,852
Total participant count2016-12-314
Total funding target for all participants2016-12-31883,852
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3176,830
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3176,830
Present value of excess contributions2016-12-31288,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31288,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3175,908
Total employer contributions2016-12-31100,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3196,690
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3114,047
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3196,690
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
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 participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-513,277
Expenses. Total of all expenses incurred2022-12-31$164,054
Benefits paid (including direct rollovers)2022-12-31$151,011
Total plan assets at end of year2022-12-31$1,630,605
Total plan assets at beginning of year2022-12-31$2,307,936
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$100,000
Expenses. Other expenses not covered elsewhere2022-12-31$295
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-513,277
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-677,331
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,630,605
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,307,936
Assets. Value of assets in partnership/joint-venture interests2022-12-31$100,000
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,748
2021 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$267,483
Expenses. Total of all expenses incurred2021-12-31$158,553
Benefits paid (including direct rollovers)2021-12-31$143,820
Total plan assets at end of year2021-12-31$2,307,936
Total plan assets at beginning of year2021-12-31$2,199,006
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$200
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$267,483
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$108,930
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,307,936
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,199,006
Assets. Value of assets in partnership/joint-venture interests2021-12-31$100,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$483,247
Expenses. Total of all expenses incurred2020-12-31$144,496
Benefits paid (including direct rollovers)2020-12-31$132,579
Total plan assets at end of year2020-12-31$2,199,006
Total plan assets at beginning of year2020-12-31$1,860,255
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$262
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$483,247
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$338,751
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,199,006
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,860,255
Assets. Value of assets in partnership/joint-venture interests2020-12-31$100,000
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$273,066
Expenses. Total of all expenses incurred2019-12-31$111,016
Benefits paid (including direct rollovers)2019-12-31$100,600
Total plan assets at end of year2019-12-31$1,860,255
Total plan assets at beginning of year2019-12-31$1,698,205
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$575
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$155,161
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$162,050
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,860,255
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,698,205
Assets. Value of assets in partnership/joint-venture interests2019-12-31$100,000
Total contributions received or receivable from employer(s)2019-12-31$117,905
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,841
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$221,307
Expenses. Total of all expenses incurred2018-12-31$103,201
Benefits paid (including direct rollovers)2018-12-31$100,591
Total plan assets at end of year2018-12-31$1,698,205
Total plan assets at beginning of year2018-12-31$1,580,099
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$93,155
Expenses. Other expenses not covered elsewhere2018-12-31$150
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$13,807
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$118,106
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,698,205
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,580,099
Assets. Value of assets in partnership/joint-venture interests2018-12-31$150,000
Total contributions received or receivable from employer(s)2018-12-31$207,500
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$110,888
Expenses. Total of all expenses incurred2017-12-31$53,724
Benefits paid (including direct rollovers)2017-12-31$51,932
Total plan assets at end of year2017-12-31$1,580,099
Total plan assets at beginning of year2017-12-31$1,522,935
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$242,976
Expenses. Other expenses not covered elsewhere2017-12-31$44
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$65,888
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$57,164
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,580,099
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,522,935
Total contributions received or receivable from employer(s)2017-12-31$45,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$143,067
Expenses. Total of all expenses incurred2016-12-31$1,515
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,422,935
Total plan assets at beginning of year2016-12-31$1,281,383
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$244,200
Expenses. Other expenses not covered elsewhere2016-12-31$22
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$43,067
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$141,552
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,422,935
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,281,383
Total contributions received or receivable from employer(s)2016-12-31$100,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,493
2015 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$289,826
Expenses. Total of all expenses incurred2015-12-31$2,011
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,281,383
Total plan assets at beginning of year2015-12-31$993,568
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$303,962
Expenses. Other expenses not covered elsewhere2015-12-31$576
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,174
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$287,815
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,281,383
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$993,568
Total contributions received or receivable from employer(s)2015-12-31$300,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,435
2012 : ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$122,558
Expenses. Total of all expenses incurred2012-12-31$197
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$596,217
Total plan assets at beginning of year2012-12-31$473,856
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$197
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$7,558
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$122,361
Net plan assets at end of year (total assets less liabilities)2012-12-31$596,217
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$473,856
Total contributions received or receivable from employer(s)2012-12-31$115,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

2022: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ROBERT D. AGNOLETTI, D.D.S., INC. DEFINED BENEFIT PENSION 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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