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JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH A. GELERIS DDS PROFIT SHARING PLAN
Plan identification number 002

JOSEPH A. GELERIS DDS PROFIT SHARING PLAN Benefits

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

JOSEPH A. GELERIS, DDS has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. GELERIS, DDS
Employer identification number (EIN):954130592
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. GELERIS DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01JOSEPH A. GELERIS JOSEPH A. GELERIS2016-10-06
0022015-01-01
0022014-01-01JOSEPH A. GELERIS JOSEPH A. GELERIS2015-08-29
0022014-01-01
0022013-01-01JOSEPH A. GELERIS DDS2014-09-23
0022012-01-01ELIZABETH GOULD2013-09-26
0022011-01-01JOSEPH GELERIS JOSEPH GELERIS2012-07-13
0022009-01-01JOSEPH GELERIS JOSEPH GELERIS2010-07-26

Plan Statistics for JOSEPH A. GELERIS DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH A. GELERIS DDS PROFIT SHARING PLAN

Measure Date Value
2017: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2017 401k membership
Market value of plan assets2017-12-311,829,408
Acturial value of plan assets2017-12-311,829,408
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31525
Active participant vested funding target2017-12-311,346,198
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,346,408
Total participant count2017-12-315
Total funding target for all participants2017-12-311,346,933
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31285,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31285,457
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 year2017-12-310
Total employer contributions2017-12-31401,217
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 date2017-12-31385,189
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 cost2017-12-31271,286
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 year2017-12-31385,189
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2016 401k membership
Market value of plan assets2016-12-311,155,591
Acturial value of plan assets2016-12-311,155,591
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31475
Active participant vested funding target2016-12-311,005,399
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,005,399
Total participant count2016-12-314
Total funding target for all participants2016-12-311,005,874
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-31386,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31386,158
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 year2016-12-310
Total employer contributions2016-12-31400,000
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 date2016-12-31387,497
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 cost2016-12-31251,757
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 balances2016-12-31102,040
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31102,040
Contributions allocatedtoward minimum required contributions for current year2016-12-31387,497
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2011: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on JOSEPH A. GELERIS DDS PROFIT SHARING PLAN

Measure Date Value
2015 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,738
Expenses. Total of all expenses incurred2015-12-31$7,558
Total plan assets at end of year2015-12-31$586,135
Total plan assets at beginning of year2015-12-31$572,955
Other income received2015-12-31$1,716
Net income (gross income less expenses)2015-12-31$13,180
Net plan assets at end of year (total assets less liabilities)2015-12-31$586,135
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$572,955
Total contributions received or receivable from employer(s)2015-12-31$19,022
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,558
2014 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$58,382
Expenses. Total of all expenses incurred2014-12-31$24,841
Total plan assets at end of year2014-12-31$572,955
Total plan assets at beginning of year2014-12-31$539,414
Other income received2014-12-31$29,146
Net income (gross income less expenses)2014-12-31$33,541
Net plan assets at end of year (total assets less liabilities)2014-12-31$572,955
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$539,414
Total contributions received or receivable from employer(s)2014-12-31$29,236
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24,841
2013 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$86,691
Expenses. Total of all expenses incurred2013-12-31$329,881
Benefits paid (including direct rollovers)2013-12-31$325,240
Total plan assets at end of year2013-12-31$539,414
Total plan assets at beginning of year2013-12-31$782,604
Other income received2013-12-31$44,816
Net income (gross income less expenses)2013-12-31$-243,190
Net plan assets at end of year (total assets less liabilities)2013-12-31$539,414
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$782,604
Total contributions received or receivable from employer(s)2013-12-31$41,875
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,641
2012 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$105,119
Expenses. Total of all expenses incurred2012-12-31$19,520
Benefits paid (including direct rollovers)2012-12-31$19,000
Total plan assets at end of year2012-12-31$782,604
Total plan assets at beginning of year2012-12-31$697,005
Other income received2012-12-31$34,601
Net income (gross income less expenses)2012-12-31$85,599
Net plan assets at end of year (total assets less liabilities)2012-12-31$782,604
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$697,005
Total contributions received or receivable from employer(s)2012-12-31$70,518
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$520
2011 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,857
Expenses. Total of all expenses incurred2011-12-31$520
Total plan assets at end of year2011-12-31$697,005
Total plan assets at beginning of year2011-12-31$657,668
Other income received2011-12-31$-32,162
Net income (gross income less expenses)2011-12-31$39,337
Net plan assets at end of year (total assets less liabilities)2011-12-31$697,005
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$657,668
Total contributions received or receivable from employer(s)2011-12-31$72,019
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$520
2010 : JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$88,000
Expenses. Total of all expenses incurred2010-12-31$520
Total plan assets at end of year2010-12-31$657,668
Total plan assets at beginning of year2010-12-31$570,188
Other income received2010-12-31$16,461
Net income (gross income less expenses)2010-12-31$87,480
Net plan assets at end of year (total assets less liabilities)2010-12-31$657,668
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$570,188
Total contributions received or receivable from employer(s)2010-12-31$71,539
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$520

Form 5500 Responses for JOSEPH A. GELERIS DDS PROFIT SHARING PLAN

2015: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH A. GELERIS DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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