401k Plan data: SUNBOW FAMILY DENTISTRY 401(K) PLAN plan

SUNBOW FAMILY DENTISTRY 401(K) PLAN 401k Plan overview

Plan Name	SUNBOW FAMILY DENTISTRY 401(K) PLAN
Plan identification number	001

SUNBOW FAMILY DENTISTRY 401(K) 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

NICOLO ADDARIO DDS INC DBA SUNBOW FAMILY DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name: NICOLO ADDARIO DDS INC DBA SUNBOW FAMILY DENTISTRY

Employer identification number (EIN): 331034877

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNBOW FAMILY DENTISTRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 NICOLO ADDARIO 2023-06-29
001 2021-01-01 NICOLO ADDARIO 2022-08-12
001 2020-01-01 NICOLO ADDARIO 2021-07-15
001 2018-01-01 NICOLO ADDARIO 2019-09-25
001 2018-01-01 NICOLO ADDARIO 2020-04-22 NICOLO ADDARIO 2020-04-22
001 2017-01-01 NICOLO ADDARIO 2018-08-29 NICOLO ADDARIO 2018-08-29
001 2016-01-01 NICOLO ADDARIO 2017-09-18
001 2015-01-01 NICOLO ADDARIO 2016-07-26
001 2014-01-01 NICOLO ADDARIO
001 2013-01-01 NICOLO ADDARIO
001 2012-01-01 NICOLO ADDARIO
001 2011-01-01 NICOLO ADDARIO
001 2009-01-01 NICOLO ADDARIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	NICOLO ADDARIO	2023-06-29
001	2021-01-01	NICOLO ADDARIO	2022-08-12
001	2020-01-01	NICOLO ADDARIO	2021-07-15
001	2018-01-01	NICOLO ADDARIO	2019-09-25
001	2018-01-01	NICOLO ADDARIO	2020-04-22	NICOLO ADDARIO	2020-04-22
001	2017-01-01	NICOLO ADDARIO	2018-08-29	NICOLO ADDARIO	2018-08-29
001	2016-01-01	NICOLO ADDARIO	2017-09-18
001	2015-01-01	NICOLO ADDARIO	2016-07-26
001	2014-01-01	NICOLO ADDARIO
001	2013-01-01	NICOLO ADDARIO
001	2012-01-01	NICOLO ADDARIO
001	2011-01-01	NICOLO ADDARIO
001	2009-01-01	NICOLO ADDARIO

Plan Statistics for SUNBOW FAMILY DENTISTRY 401(K) PLAN

401k plan membership statisitcs for SUNBOW FAMILY DENTISTRY 401(K) PLAN

Measure Date Value
2014: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 3
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	3
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUNBOW FAMILY DENTISTRY 401(K) PLAN

Measure	Date	Value
2014 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$133,759
Expenses. Total of all expenses incurred	2014-12-31	$995
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$765,080
Total plan assets at beginning of year	2014-12-31	$632,316
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$48,328
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$58,222
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$132,764
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$765,080
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$632,316
Total contributions received or receivable from employer(s)	2014-12-31	$27,209
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$995
2013 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$190,118
Expenses. Total of all expenses incurred	2013-12-31	$361
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$632,316
Total plan assets at beginning of year	2013-12-31	$442,559
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$52,748
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$24,030
Other income received	2013-12-31	$100,396
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$189,757
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$632,316
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$442,559
Total contributions received or receivable from employer(s)	2013-12-31	$12,944
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$361
2012 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$106,202
Expenses. Total of all expenses incurred	2012-12-31	$360
Total plan assets at end of year	2012-12-31	$442,559
Total plan assets at beginning of year	2012-12-31	$336,717
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$46,839
Other income received	2012-12-31	$46,557
Net income (gross income less expenses)	2012-12-31	$105,842
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$442,559
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$336,717
Total contributions received or receivable from employer(s)	2012-12-31	$12,806
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$360
2011 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$63,406
Expenses. Total of all expenses incurred	2011-12-31	$360
Total plan assets at end of year	2011-12-31	$336,717
Total plan assets at beginning of year	2011-12-31	$273,671
Value of fidelity bond covering the plan	2011-12-31	$10,300
Total contributions received or receivable from participants	2011-12-31	$49,330
Other income received	2011-12-31	$1,312
Net income (gross income less expenses)	2011-12-31	$63,046
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$336,717
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$273,671
Total contributions received or receivable from employer(s)	2011-12-31	$12,764
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$360
2010 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$93,606
Expenses. Total of all expenses incurred	2010-12-31	$360
Total plan assets at end of year	2010-12-31	$273,671
Total plan assets at beginning of year	2010-12-31	$180,425
Value of fidelity bond covering the plan	2010-12-31	$10,300
Total contributions received or receivable from participants	2010-12-31	$47,789
Other income received	2010-12-31	$32,998
Net income (gross income less expenses)	2010-12-31	$93,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$273,671
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$180,425
Total contributions received or receivable from employer(s)	2010-12-31	$12,819
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$360
2009 : SUNBOW FAMILY DENTISTRY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUNBOW FAMILY DENTISTRY 401(K) PLAN

2014: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUNBOW FAMILY DENTISTRY 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUNBOW FAMILY DENTISTRY 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUNBOW FAMILY DENTISTRY 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUNBOW FAMILY DENTISTRY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NICOLO ADDARIO DDS INC DBA SUNBOW FAMILY DENTISTRY
Employer identification number (EIN):	331034877
NAIC Classification:	621210
NAIC Description:	Offices of Dentists