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STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 401k Plan overview

Plan NameSTEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN
Plan identification number 003

STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

STEVEN E. SITRIN, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:STEVEN E. SITRIN, DMD, PA
Employer identification number (EIN):222035157
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01STEVEN E. SITRIN
0032017-01-01STEVEN E. SITRIN
0032016-01-01STEVEN E. SITRIN
0032015-01-01STEVEN E. SITRIN
0032014-01-01STEVEN E. SITRIN
0032013-01-01STEVEN E. SITRIN
0032012-01-01STEVEN E. SITRIN
0032011-01-01STEVEN E. SITRIN

Plan Statistics for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

401k plan membership statisitcs for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Measure Date Value
2021: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-11-12783,966
Acturial value of plan assets2021-11-12783,966
Funding target for retired participants and beneficiaries receiving payment2021-11-120
Number of terminated vested participants2021-11-120
Fundng target for terminated vested participants2021-11-120
Active participant vested funding target2021-11-12812,172
Number of active participants2021-11-125
Total funding liabilities for active participants2021-11-12812,172
Total participant count2021-11-125
Total funding target for all participants2021-11-12812,172
Balance at beginning of prior year after applicable adjustments2021-11-120
Prefunding balance at beginning of prior year after applicable adjustments2021-11-1253,953
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-120
Prefunding balanced used to offset prior years funding requirement2021-11-1217,930
Amount remaining of carryover balance2021-11-120
Amount remaining of prefunding balance2021-11-1236,023
Present value of excess contributions2021-11-120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-120
Reductions in caryover balances due to elections or deemed elections2021-11-120
Reductions in prefunding balances due to elections or deemed elections2021-11-120
Balance of carryovers at beginning of current year2021-11-120
Balance of prefunding at beginning of current year2021-11-1238,700
Total employer contributions2021-11-120
Total employee contributions2021-11-120
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-120
Contributions made to avoid restrictions adjusted to valuation date2021-11-120
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-120
Unpaid minimum required contributions for all prior years2021-11-120
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-120
Remaining amount of unpaid minimum required contributions2021-11-120
Minimum required contributions for current year target normal cost2021-11-1255,379
Net shortfall amortization installment of oustanding balance2021-11-1266,906
Total funding amount beforereflecting carryover/prefunding balances2021-11-1271,607
Prefunding balance elected to use to offset funding requirement2021-11-1238,700
Additional cash requirement2021-11-1232,907
Contributions allocatedtoward minimum required contributions for current year2021-11-120
Unpaid minimum required contributions for current year2021-11-1232,907
Unpaid minimum required contributions for all years2021-11-1232,907
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31685,871
Acturial value of plan assets2020-12-31685,871
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31668,024
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-31668,024
Total participant count2020-12-315
Total funding target for all participants2020-12-31668,024
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3158,701
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3111,341
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3147,360
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3153,953
Total employer contributions2020-12-3144,890
Total employee contributions2020-12-310
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 date2020-12-3144,187
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 cost2020-12-3151,785
Net shortfall amortization installment of oustanding balance2020-12-3136,106
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3161,670
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3117,483
Additional cash requirement2020-12-3144,187
Contributions allocatedtoward minimum required contributions for current year2020-12-3144,187
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 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
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: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31549,347
Acturial value of plan assets2019-12-31549,347
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,739
Active participant vested funding target2019-12-31578,191
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-31578,191
Total participant count2019-12-316
Total funding target for all participants2019-12-31579,930
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3171,448
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-319,225
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3162,223
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3158,701
Total employer contributions2019-12-3157,104
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 date2019-12-3156,144
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 cost2019-12-3151,082
Net shortfall amortization installment of oustanding balance2019-12-3189,284
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3167,485
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3111,341
Additional cash requirement2019-12-3156,144
Contributions allocatedtoward minimum required contributions for current year2019-12-3156,144
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31532,713
Acturial value of plan assets2018-12-31532,713
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 target2018-12-31493,248
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31493,248
Total participant count2018-12-316
Total funding target for all participants2018-12-31493,248
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3175,001
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3111,157
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3163,844
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3171,448
Total employer contributions2018-12-3148,752
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 date2018-12-3147,996
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 cost2018-12-3150,798
Net shortfall amortization installment of oustanding balance2018-12-3131,983
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3157,102
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-319,106
Additional cash requirement2018-12-3147,996
Contributions allocatedtoward minimum required contributions for current year2018-12-3147,996
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
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 participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31430,657
Acturial value of plan assets2017-12-31430,657
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,185
Active participant vested funding target2017-12-31409,037
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31410,235
Total participant count2017-12-317
Total funding target for all participants2017-12-31411,420
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3162,338
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 balance2017-12-3162,338
Present value of excess contributions2017-12-317,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-317,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-317,514
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 year2017-12-3175,001
Total employer contributions2017-12-3148,752
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 date2017-12-3147,965
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 cost2017-12-3149,965
Net shortfall amortization installment of oustanding balance2017-12-3155,764
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3159,122
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3111,157
Additional cash requirement2017-12-3147,965
Contributions allocatedtoward minimum required contributions for current year2017-12-3147,965
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31342,325
Acturial value of plan assets2016-12-31342,325
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 target2016-12-31332,157
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31332,157
Total participant count2016-12-317
Total funding target for all participants2016-12-31332,157
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3157,189
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 balance2016-12-3157,189
Present value of excess contributions2016-12-316,999
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-317,431
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 year2016-12-3162,338
Total employer contributions2016-12-3157,000
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 date2016-12-3155,843
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 cost2016-12-3148,752
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3148,752
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3148,752
Contributions allocatedtoward minimum required contributions for current year2016-12-3155,843
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 55002016-01-016
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 participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
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
2014: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
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 participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Measure Date Value
2021 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 401k financial data
Transfers to/from the plan2021-11-12$0
Total plan liabilities at end of year2021-11-12$0
Total plan liabilities at beginning of year2021-11-12$0
Total income from all sources2021-11-12$70,332
Expenses. Total of all expenses incurred2021-11-12$854,298
Benefits paid (including direct rollovers)2021-11-12$854,298
Total plan assets at end of year2021-11-12$0
Total plan assets at beginning of year2021-11-12$783,966
Value of fidelity bond covering the plan2021-11-12$100,000
Total contributions received or receivable from participants2021-11-12$0
Expenses. Other expenses not covered elsewhere2021-11-12$0
Contributions received from other sources (not participants or employers)2021-11-12$0
Other income received2021-11-12$70,332
Noncash contributions received2021-11-12$0
Net income (gross income less expenses)2021-11-12$-783,966
Net plan assets at end of year (total assets less liabilities)2021-11-12$0
Net plan assets at beginning of year (total assets less liabilities)2021-11-12$783,966
Total contributions received or receivable from employer(s)2021-11-12$0
Value of certain deemed distributions of participant loans2021-11-12$0
Value of corrective distributions2021-11-12$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-12$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-12$0
2020 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$98,095
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$783,966
Total plan assets at beginning of year2020-12-31$685,871
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$53,205
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$98,095
Net plan assets at end of year (total assets less liabilities)2020-12-31$783,966
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$685,871
Total contributions received or receivable from employer(s)2020-12-31$44,890
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$138,760
Expenses. Total of all expenses incurred2019-12-31$2,236
Benefits paid (including direct rollovers)2019-12-31$2,236
Total plan assets at end of year2019-12-31$685,871
Total plan assets at beginning of year2019-12-31$549,347
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$81,656
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$136,524
Net plan assets at end of year (total assets less liabilities)2019-12-31$685,871
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$549,347
Total contributions received or receivable from employer(s)2019-12-31$57,104
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$16,634
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$549,347
Total plan assets at beginning of year2018-12-31$532,713
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-32,118
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$16,634
Net plan assets at end of year (total assets less liabilities)2018-12-31$549,347
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$532,713
Total contributions received or receivable from employer(s)2018-12-31$48,752
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$104,049
Expenses. Total of all expenses incurred2017-12-31$1,993
Benefits paid (including direct rollovers)2017-12-31$1,993
Total plan assets at end of year2017-12-31$532,713
Total plan assets at beginning of year2017-12-31$430,657
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$55,297
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$102,056
Net plan assets at end of year (total assets less liabilities)2017-12-31$532,713
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$430,657
Total contributions received or receivable from employer(s)2017-12-31$48,752
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$642
Total income from all sources2016-12-31$88,332
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$430,657
Total plan assets at beginning of year2016-12-31$342,967
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$31,332
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$88,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$430,657
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$342,325
Total contributions received or receivable from employer(s)2016-12-31$57,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$642
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$41,432
Expenses. Total of all expenses incurred2015-12-31$3,209
Benefits paid (including direct rollovers)2015-12-31$3,209
Total plan assets at end of year2015-12-31$342,967
Total plan assets at beginning of year2015-12-31$304,102
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,568
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$38,223
Net plan assets at end of year (total assets less liabilities)2015-12-31$342,325
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$304,102
Total contributions received or receivable from employer(s)2015-12-31$55,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$61,151
Expenses. Total of all expenses incurred2014-12-31$1,612
Benefits paid (including direct rollovers)2014-12-31$1,612
Total plan assets at end of year2014-12-31$304,102
Total plan assets at beginning of year2014-12-31$244,563
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$6,151
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$59,539
Net plan assets at end of year (total assets less liabilities)2014-12-31$304,102
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$244,563
Total contributions received or receivable from employer(s)2014-12-31$55,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$68,531
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$244,563
Total plan assets at beginning of year2013-12-31$176,032
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$22,611
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$68,531
Net plan assets at end of year (total assets less liabilities)2013-12-31$244,563
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$176,032
Total contributions received or receivable from employer(s)2013-12-31$45,920
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEVEN E. SITRIN, DMD, PA CASH BALANCE 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$73,941
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$176,032
Total plan assets at beginning of year2012-12-31$102,091
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,941
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$73,941
Net plan assets at end of year (total assets less liabilities)2012-12-31$176,032
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$102,091
Total contributions received or receivable from employer(s)2012-12-31$61,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$50,036
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$102,091
Total plan assets at beginning of year2011-12-31$52,055
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-4,964
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$50,036
Net plan assets at end of year (total assets less liabilities)2011-12-31$102,091
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$52,055
Total contributions received or receivable from employer(s)2011-12-31$55,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$52,055
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$52,055
Total plan assets at beginning of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$52,055
Net plan assets at end of year (total assets less liabilities)2010-12-31$52,055
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$52,055
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

2021: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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
2014: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN E. SITRIN, DMD, PA CASH BALANCE 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
2011: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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