401k Plan data: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN plan

TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN
Plan identification number	001

TIMOTHY A. CALIGIURI, DDS 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TIMOTHY A. CALIGIURI, DDS has sponsored the creation of one or more 401k plans.

Company Name: TIMOTHY A. CALIGIURI, DDS

Employer identification number (EIN): 953541040

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 TIMOTHY CALIGIURI TIMOTHY CALIGIURI 2014-07-02
001 2012-01-01 TIMOTHY CALIGIURI TIMOTHY CALIGIURI 2013-07-11
001 2011-01-01 TIMOTHY CALIGIURI TIMOTHY CALIGIURI 2012-07-19
001 2010-01-01 TIMOTHY CALIGIURI TIMOTHY CALIGIURI 2011-07-14
001 2009-01-01 TIMOTHY CALIGIURI TIMOTHY CALIGIURI 2010-07-15
001 2009-01-01 TIM CALIGIURI TIMOTHY CALIGIURI 2010-07-12
001 2009-01-01 TIM CALIGIURI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	TIMOTHY CALIGIURI	TIMOTHY CALIGIURI	2014-07-02
001	2012-01-01	TIMOTHY CALIGIURI	TIMOTHY CALIGIURI	2013-07-11
001	2011-01-01	TIMOTHY CALIGIURI	TIMOTHY CALIGIURI	2012-07-19
001	2010-01-01	TIMOTHY CALIGIURI	TIMOTHY CALIGIURI	2011-07-14
001	2009-01-01	TIMOTHY CALIGIURI	TIMOTHY CALIGIURI	2010-07-15
001	2009-01-01	TIM CALIGIURI	TIMOTHY CALIGIURI	2010-07-12
001	2009-01-01	TIM CALIGIURI

Plan Statistics for TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN

Measure Date Value
2013: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2013: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN

Measure	Date	Value
2013 : TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$226,551
Expenses. Total of all expenses incurred	2013-12-31	$17,960
Total plan assets at end of year	2013-12-31	$1,214,279
Total plan assets at beginning of year	2013-12-31	$1,005,688
Other income received	2013-12-31	$176,934
Net income (gross income less expenses)	2013-12-31	$208,591
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,214,279
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,005,688
Total contributions received or receivable from employer(s)	2013-12-31	$49,617
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,960
2012 : TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$135,217
Expenses. Total of all expenses incurred	2012-12-31	$14,775
Total plan assets at end of year	2012-12-31	$1,005,688
Total plan assets at beginning of year	2012-12-31	$885,246
Other income received	2012-12-31	$85,922
Net income (gross income less expenses)	2012-12-31	$120,442
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,005,688
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$885,246
Total contributions received or receivable from employer(s)	2012-12-31	$49,295
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,775
2011 : TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$36,322
Expenses. Total of all expenses incurred	2011-12-31	$15,263
Total plan assets at end of year	2011-12-31	$885,246
Total plan assets at beginning of year	2011-12-31	$864,187
Other income received	2011-12-31	$-9,682
Net income (gross income less expenses)	2011-12-31	$21,059
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$885,246
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$864,187
Total contributions received or receivable from employer(s)	2011-12-31	$46,004
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,263
2010 : TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$163,144
Expenses. Total of all expenses incurred	2010-12-31	$17,108
Benefits paid (including direct rollovers)	2010-12-31	$3,201
Total plan assets at end of year	2010-12-31	$864,187
Total plan assets at beginning of year	2010-12-31	$718,151
Other income received	2010-12-31	$112,145
Net income (gross income less expenses)	2010-12-31	$146,036
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$864,187
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$718,151
Total contributions received or receivable from employer(s)	2010-12-31	$50,999
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,907

Form 5500 Responses for TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN

2013: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TIMOTHY A. CALIGIURI, DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TIMOTHY A. CALIGIURI, DDS
Employer identification number (EIN):	953541040
NAIC Classification:	621210
NAIC Description:	Offices of Dentists