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LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan NameLIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN
Plan identification number 003

LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

LIPARI MANGIAMELI PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:LIPARI MANGIAMELI PARTNERSHIP
Employer identification number (EIN):133682637
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01ANNETTE COLLAZO
0032023-01-01
0032023-01-01ANNETTE COLLAZO
0032022-01-01
0032022-01-01ANNETTE COLLAZO
0032021-01-01
0032021-01-01ANNETTE COLLAZO
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ANNETTE COLLAZO

Financial Data on LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2023 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$250,813
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$864,460
Total plan assets at beginning of year2023-12-31$613,647
Value of fidelity bond covering the plan2023-12-31$260,000
Total contributions received or receivable from participants2023-12-31$94,015
Other income received2023-12-31$89,882
Net income (gross income less expenses)2023-12-31$250,813
Net plan assets at end of year (total assets less liabilities)2023-12-31$864,460
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$613,647
Total contributions received or receivable from employer(s)2023-12-31$66,916
2022 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
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$58,394
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$613,647
Total plan assets at beginning of year2022-12-31$555,253
Value of fidelity bond covering the plan2022-12-31$260,000
Total contributions received or receivable from participants2022-12-31$83,117
Other income received2022-12-31$-83,708
Net income (gross income less expenses)2022-12-31$58,394
Net plan assets at end of year (total assets less liabilities)2022-12-31$613,647
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$555,253
Total contributions received or receivable from employer(s)2022-12-31$58,985
2021 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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$157,133
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$555,253
Total plan assets at beginning of year2021-12-31$398,120
Value of fidelity bond covering the plan2021-12-31$260,000
Total contributions received or receivable from participants2021-12-31$58,002
Other income received2021-12-31$47,301
Net income (gross income less expenses)2021-12-31$157,133
Net plan assets at end of year (total assets less liabilities)2021-12-31$555,253
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$398,120
Total contributions received or receivable from employer(s)2021-12-31$51,830
2020 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
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$118,818
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$398,120
Total plan assets at beginning of year2020-12-31$279,302
Value of fidelity bond covering the plan2020-12-31$260,000
Total contributions received or receivable from participants2020-12-31$54,781
Other income received2020-12-31$36,567
Net income (gross income less expenses)2020-12-31$118,818
Net plan assets at end of year (total assets less liabilities)2020-12-31$398,120
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$279,302
Total contributions received or receivable from employer(s)2020-12-31$27,470
2019 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$119,696
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$279,302
Total plan assets at beginning of year2019-12-31$159,606
Value of fidelity bond covering the plan2019-12-31$260,000
Total contributions received or receivable from participants2019-12-31$53,163
Other income received2019-12-31$27,791
Net income (gross income less expenses)2019-12-31$119,696
Net plan assets at end of year (total assets less liabilities)2019-12-31$279,302
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$159,606
Total contributions received or receivable from employer(s)2019-12-31$38,742
2018 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$77,013
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$159,606
Total plan assets at beginning of year2018-12-31$82,593
Value of fidelity bond covering the plan2018-12-31$260,000
Total contributions received or receivable from participants2018-12-31$52,105
Other income received2018-12-31$-12,487
Net income (gross income less expenses)2018-12-31$77,013
Net plan assets at end of year (total assets less liabilities)2018-12-31$159,606
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$82,593
Total contributions received or receivable from employer(s)2018-12-31$37,395
2017 : LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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$82,593
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$82,593
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$260,000
Total contributions received or receivable from participants2017-12-31$48,451
Other income received2017-12-31$1
Net income (gross income less expenses)2017-12-31$82,593
Net plan assets at end of year (total assets less liabilities)2017-12-31$82,593
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$34,141

Form 5500 Responses for LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN

2023: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIPARI MANGIAMELI PARTNERSHIP 401 K SAFE HARBOR PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
Insurance contract or identification number625867
Number of Individuals Covered9
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
Insurance contract or identification number625867
Number of Individuals Covered9
Insurance policy start date2022-11-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number625867
Policy instance 1

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