401k Plan data: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN plan

MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

MARIO A. VILARDI, D. M. D. , P. C. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARIO A. VILARDI, D.M.D., P.C. 401(K) PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: MARIO A. VILARDI, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

Employer identification number (EIN): 061216339

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARIO A. VILARDI, DMD 2023-05-15
002 2021-01-01 MARIO A. VILARDI, DMD 2022-07-21
002 2020-01-01 MARIO A. VILARDI, DMD 2021-09-16
002 2019-01-01 MARIO A. VILARDI, DMD 2020-10-07
002 2018-01-01 SUSAN C VILARDI 2019-06-17
002 2017-01-01 SUSAN C VILARDI 2018-07-31
002 2016-01-01 SUSAN VILARDI 2017-07-30
002 2015-01-01 SUSAN VILARDI 2016-10-10
002 2014-01-01 SUSAN VILARDI 2015-08-31
002 2013-01-01 SUSAN VILARDI
002 2012-01-01 SUSAN VILARDI
002 2011-01-01 SUSAN VILARDI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MARIO A. VILARDI, DMD	2023-05-15
002	2021-01-01	MARIO A. VILARDI, DMD	2022-07-21
002	2020-01-01	MARIO A. VILARDI, DMD	2021-09-16
002	2019-01-01	MARIO A. VILARDI, DMD	2020-10-07
002	2018-01-01	SUSAN C VILARDI	2019-06-17
002	2017-01-01	SUSAN C VILARDI	2018-07-31
002	2016-01-01	SUSAN VILARDI	2017-07-30
002	2015-01-01	SUSAN VILARDI	2016-10-10
002	2014-01-01	SUSAN VILARDI	2015-08-31
002	2013-01-01	SUSAN VILARDI
002	2012-01-01	SUSAN VILARDI
002	2011-01-01	SUSAN VILARDI

Plan Statistics for MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 3
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	3
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$454,498
Expenses. Total of all expenses incurred	2013-12-31	$37,873
Total plan assets at end of year	2013-12-31	$2,070,512
Total plan assets at beginning of year	2013-12-31	$1,653,887
Total contributions received or receivable from participants	2013-12-31	$50,937
Other income received	2013-12-31	$340,954
Net income (gross income less expenses)	2013-12-31	$416,625
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,070,512
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,653,887
Assets. Value of participant loans	2013-12-31	$21,305
Total contributions received or receivable from employer(s)	2013-12-31	$62,607
Value of certain deemed distributions of participant loans	2013-12-31	$25,818
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,055
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$297,927
Expenses. Total of all expenses incurred	2012-12-31	$63,387
Benefits paid (including direct rollovers)	2012-12-31	$52,602
Total plan assets at end of year	2012-12-31	$1,653,887
Total plan assets at beginning of year	2012-12-31	$1,419,347
Total contributions received or receivable from participants	2012-12-31	$52,323
Other income received	2012-12-31	$187,230
Net income (gross income less expenses)	2012-12-31	$234,540
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,653,887
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,419,347
Assets. Value of participant loans	2012-12-31	$46,880
Total contributions received or receivable from employer(s)	2012-12-31	$58,374
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$75,328
Expenses. Total of all expenses incurred	2011-12-31	$10,857
Total plan assets at end of year	2011-12-31	$1,419,347
Total plan assets at beginning of year	2011-12-31	$1,354,876
Total contributions received or receivable from participants	2011-12-31	$53,830
Other income received	2011-12-31	$-36,111
Net income (gross income less expenses)	2011-12-31	$64,471
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,419,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,354,876
Assets. Value of participant loans	2011-12-31	$56,290
Total contributions received or receivable from employer(s)	2011-12-31	$57,609
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$236,154
Expenses. Total of all expenses incurred	2010-12-31	$259,986
Benefits paid (including direct rollovers)	2010-12-31	$250,000
Total plan assets at end of year	2010-12-31	$1,354,876
Total plan assets at beginning of year	2010-12-31	$1,378,708
Total contributions received or receivable from participants	2010-12-31	$53,282
Expenses. Other expenses not covered elsewhere	2010-12-31	$125
Other income received	2010-12-31	$122,881
Net income (gross income less expenses)	2010-12-31	$-23,832
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,354,876
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,378,708
Assets. Value of participant loans	2010-12-31	$22,590
Total contributions received or receivable from employer(s)	2010-12-31	$59,991
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,861
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN

2013: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARIO A. VILARDI, D. M. D. , P. C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80549

Policy instance

Insurance contract or identification number	80549
Number of Individuals Covered	12
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,801
Total amount of fees paid to insurance company	USD $886
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,801
Insurance broker organization code?	3
Amount paid for insurance broker fees	886
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	CIRCLE PENSION INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80549

Policy instance

Insurance contract or identification number	80549
Number of Individuals Covered	12
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,172
Total amount of fees paid to insurance company	USD $885
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,172
Insurance broker organization code?	3
Amount paid for insurance broker fees	885
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	CIRCLE PENSION INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80549

Policy instance

Insurance contract or identification number	80549
Number of Individuals Covered	12
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,840
Total amount of fees paid to insurance company	USD $563
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80549

Policy instance

Insurance contract or identification number	80549
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,611
Total amount of fees paid to insurance company	USD $643
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,611
Insurance broker organization code?	3
Amount paid for insurance broker fees	643
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	THE LAMCO GROUP, INC.

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Company Name:	MARIO A. VILARDI, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
Employer identification number (EIN):	061216339
NAIC Classification:	621210
NAIC Description:	Offices of Dentists