JOSEPH E. CANZONA, DDS, MD, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN
401k plan membership statisitcs for JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN
Measure | Date | Value |
---|
2017: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2017 401k membership |
---|
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 123,108 |
Amount remaining of carryover balance | 2017-12-31 | 123,108 |
Balance of carryovers at beginning of current year | 2017-12-31 | 137,549 |
Additional cash requirement | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
2016: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 1,687,019 |
Acturial value of plan assets | 2016-12-31 | 1,687,019 |
Active participant vested funding target | 2016-12-31 | 986,645 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 986,645 |
Total participant count | 2016-12-31 | 1 |
Total funding target for all participants | 2016-12-31 | 986,645 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 116,436 |
Amount remaining of carryover balance | 2016-12-31 | 116,436 |
Present value of excess contributions | 2016-12-31 | 101,530 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 107,784 |
Balance of carryovers at beginning of current year | 2016-12-31 | 123,108 |
Additional cash requirement | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
2015: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
2014: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
2013: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 6 |
2012: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
2011: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
2009: JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Measure | Date | Value |
---|
2017 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $-2,144,413 |
Total income from all sources | 2017-12-31 | $244,604 |
Expenses. Total of all expenses incurred | 2017-12-31 | $94,681 |
Benefits paid (including direct rollovers) | 2017-12-31 | $84,000 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $1,994,490 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $10,681 |
Other income received | 2017-12-31 | $244,604 |
Net income (gross income less expenses) | 2017-12-31 | $149,923 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,994,490 |
2016 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2016 401k financial data |
---|
Total plan liabilities at beginning of year | 2016-12-31 | $77,420 |
Total income from all sources | 2016-12-31 | $147,700 |
Expenses. Total of all expenses incurred | 2016-12-31 | $498,905 |
Benefits paid (including direct rollovers) | 2016-12-31 | $485,568 |
Total plan assets at end of year | 2016-12-31 | $1,994,490 |
Total plan assets at beginning of year | 2016-12-31 | $2,423,115 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $13,337 |
Other income received | 2016-12-31 | $147,700 |
Net income (gross income less expenses) | 2016-12-31 | $-351,205 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,994,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,345,695 |
2015 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $77,420 |
Total income from all sources | 2015-12-31 | $85,800 |
Expenses. Total of all expenses incurred | 2015-12-31 | $89,847 |
Benefits paid (including direct rollovers) | 2015-12-31 | $77,420 |
Total plan assets at end of year | 2015-12-31 | $2,423,115 |
Total plan assets at beginning of year | 2015-12-31 | $2,349,742 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12,427 |
Other income received | 2015-12-31 | $-14,200 |
Net income (gross income less expenses) | 2015-12-31 | $-4,047 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,345,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,349,742 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $100,000 |
2014 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $255,182 |
Expenses. Total of all expenses incurred | 2014-12-31 | $145,612 |
Benefits paid (including direct rollovers) | 2014-12-31 | $134,124 |
Total plan assets at end of year | 2014-12-31 | $2,349,742 |
Total plan assets at beginning of year | 2014-12-31 | $2,240,172 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $11,488 |
Other income received | 2014-12-31 | $104,977 |
Net income (gross income less expenses) | 2014-12-31 | $109,570 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,349,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,240,172 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $150,205 |
2013 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $358,472 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,425 |
Total plan assets at end of year | 2013-12-31 | $2,240,172 |
Total plan assets at beginning of year | 2013-12-31 | $1,891,125 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,425 |
Other income received | 2013-12-31 | $158,472 |
Net income (gross income less expenses) | 2013-12-31 | $349,047 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,240,172 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,891,125 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
2012 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $352,021 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,196 |
Total plan assets at end of year | 2012-12-31 | $1,891,125 |
Total plan assets at beginning of year | 2012-12-31 | $1,547,300 |
Value of fidelity bond covering the plan | 2012-12-31 | $210,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,196 |
Other income received | 2012-12-31 | $152,021 |
Net income (gross income less expenses) | 2012-12-31 | $343,825 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,891,125 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,547,300 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $200,000 |
2011 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $199,661 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,302 |
Total plan assets at end of year | 2011-12-31 | $1,547,300 |
Total plan assets at beginning of year | 2011-12-31 | $1,354,941 |
Value of fidelity bond covering the plan | 2011-12-31 | $190,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,302 |
Other income received | 2011-12-31 | $-339 |
Net income (gross income less expenses) | 2011-12-31 | $192,359 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,547,300 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,354,941 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $200,000 |
2010 : JOSEPH E CANZONA, DDS, MD LTD DEFINED BENEFIT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $264,230 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,296 |
Total plan assets at end of year | 2010-12-31 | $1,354,941 |
Total plan assets at beginning of year | 2010-12-31 | $1,094,007 |
Value of fidelity bond covering the plan | 2010-12-31 | $190,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,296 |
Other income received | 2010-12-31 | $114,230 |
Net income (gross income less expenses) | 2010-12-31 | $260,934 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,354,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,094,007 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $150,000 |