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STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSTEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN
Plan identification number 002

STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

STEVEN S. SABATINO, DDS, MS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:STEVEN S. SABATINO, DDS, MS, PLLC
Employer identification number (EIN):593837571
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01STEVEN S. SABATINO, DDS2017-10-12
0022015-01-01STEVEN S. SABATINO, DDS
0022014-01-01STEVEN S. SABATINO, DDS
0022013-01-01STEVEN SABATINO
0022012-01-01STEVEN SABATINO
0022011-01-01STEVEN SABATINO
0022010-01-01STEVEN SABAINO
0022009-01-01STEVEN SABAINO

Plan Statistics for STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2021: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-11-305,817,393
Acturial value of plan assets2021-11-305,817,393
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-304,677,088
Number of active participants2021-11-305
Total funding liabilities for active participants2021-11-304,677,088
Total participant count2021-11-305
Total funding target for all participants2021-11-304,677,088
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-30383,832
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-30383,832
Present value of excess contributions2021-11-30181,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30181,361
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-30407,131
Total employer contributions2021-11-302,758
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-302,775
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-302,775
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-315,193,762
Acturial value of plan assets2020-12-315,193,762
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3125,691
Active participant vested funding target2020-12-314,466,812
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-314,466,904
Total participant count2020-12-316
Total funding target for all participants2020-12-314,492,595
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31336,429
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31336,429
Present value of excess contributions2020-12-31139,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31139,775
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 year2020-12-31383,832
Total employer contributions2020-12-31180,000
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 date2020-12-31181,361
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 cost2020-12-319,489
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31181,361
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-314,717,865
Acturial value of plan assets2019-12-314,717,865
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-314,228,068
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-314,228,068
Total participant count2019-12-316
Total funding target for all participants2019-12-314,228,068
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31357,941
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31357,941
Present value of excess contributions2019-12-318,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-318,844
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 year2019-12-31336,429
Total employer contributions2019-12-31180,000
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 date2019-12-31178,670
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 cost2019-12-31176,249
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3138,895
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3138,895
Contributions allocatedtoward minimum required contributions for current year2019-12-31178,670
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-313,975,649
Acturial value of plan assets2018-12-313,975,649
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-3113,873
Active participant vested funding target2018-12-313,903,099
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-313,903,099
Total participant count2018-12-316
Total funding target for all participants2018-12-313,916,972
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31324,899
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31324,899
Present value of excess contributions2018-12-31190,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31190,325
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 year2018-12-31357,941
Total employer contributions2018-12-31180,000
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 date2018-12-31178,452
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 cost2018-12-31169,608
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31169,608
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31169,608
Contributions allocatedtoward minimum required contributions for current year2018-12-31178,452
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-314,010,074
Acturial value of plan assets2017-12-314,010,074
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-313,497,744
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-313,497,744
Total participant count2017-12-316
Total funding target for all participants2017-12-313,497,744
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31309,369
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 balance2017-12-31309,369
Present value of excess contributions2017-12-31135,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31135,643
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-31324,899
Total employer contributions2017-12-31192,242
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 date2017-12-31190,325
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 cost2017-12-314,538
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31190,325
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-313,444,343
Acturial value of plan assets2016-12-313,444,343
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 target2016-12-313,177,939
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-313,177,939
Total participant count2016-12-316
Total funding target for all participants2016-12-313,177,939
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31315,747
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 balance2016-12-31315,747
Present value of excess contributions2016-12-31277,348
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31277,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31309,369
Total employer contributions2016-12-31200,000
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 date2016-12-31197,330
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 cost2016-12-311,478
Net shortfall amortization installment of oustanding balance2016-12-31309,697
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3161,687
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3161,687
Contributions allocatedtoward minimum required contributions for current year2016-12-31197,330
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
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 participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT 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 S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
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 S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT 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
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
2011: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
2010: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
2009: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016

Financial Data on STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2015 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$296,378
Expenses. Total of all expenses incurred2015-12-31$5,045
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,287,534
Total plan assets at beginning of year2015-12-31$2,996,201
Value of fidelity bond covering the plan2015-12-31$1,000,000
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$0
Other income received2015-12-31$-53,622
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$291,333
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,287,534
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,996,201
Total contributions received or receivable from employer(s)2015-12-31$350,000
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$5,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT 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$510,791
Expenses. Total of all expenses incurred2014-12-31$4,904
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,996,201
Total plan assets at beginning of year2014-12-31$2,490,314
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$124,254
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$505,887
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,996,201
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,490,314
Total contributions received or receivable from employer(s)2014-12-31$386,537
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$4,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2013 401k financial data
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$698,897
Expenses. Total of all expenses incurred2013-12-31$7,324
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,490,314
Total plan assets at beginning of year2013-12-31$1,798,741
Value of fidelity bond covering the plan2013-12-31$652,000
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$198,897
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$691,573
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,490,314
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,798,741
Total contributions received or receivable from employer(s)2013-12-31$500,000
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$7,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$514,872
Expenses. Total of all expenses incurred2012-12-31$6,715
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,798,741
Total plan assets at beginning of year2012-12-31$1,290,584
Value of fidelity bond covering the plan2012-12-31$200,000
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$114,872
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$508,157
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,798,741
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,290,584
Total contributions received or receivable from employer(s)2012-12-31$400,000
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$6,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$395,152
Expenses. Total of all expenses incurred2011-12-31$5,826
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,290,584
Total plan assets at beginning of year2011-12-31$901,258
Value of fidelity bond covering the plan2011-12-31$160,000
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$0
Other income received2011-12-31$-7,548
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$389,326
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,290,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$901,258
Total contributions received or receivable from employer(s)2011-12-31$402,700
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$5,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$257,775
Expenses. Total of all expenses incurred2010-12-31$3,857
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$901,258
Total plan assets at beginning of year2010-12-31$647,340
Value of fidelity bond covering the plan2010-12-31$25,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$57,775
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$253,918
Net plan assets at end of year (total assets less liabilities)2010-12-31$901,258
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$647,340
Total contributions received or receivable from employer(s)2010-12-31$200,000
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$3,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN

2015: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEVEN S. SABATINO, DDS, MS, PLLC DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,421
Total amount of fees paid to insurance companyUSD $125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,421
Insurance broker organization code?4
Amount paid for insurance broker fees125
Insurance broker nameBOYCE & ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number138915LK8
Policy instance 2
Insurance contract or identification number138915LK8
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,860
Insurance broker organization code?3
Insurance broker name1ST GLOBAL INSURANCE SERVICES INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010892380
Policy instance 3
Insurance contract or identification number1010892380
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameANTHONY MARTIN KONG
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501401
Policy instance 4
Insurance contract or identification numberSV3501401
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6315486
Policy instance 5
Insurance contract or identification number01-6315486
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,654
Insurance broker organization code?3
Insurance broker name1ST GLOBAL INSURANCE SERVICES INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010892380
Policy instance 3
Insurance contract or identification number1010892380
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameANTHONY MARTIN KONG
TRANSAMERICA LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number138915LK8
Policy instance 2
Insurance contract or identification number138915LK8
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker name1ST GLOBAL INS SERVICE INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,110
Total amount of fees paid to insurance companyUSD $250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,110
Insurance broker organization code?4
Amount paid for insurance broker fees250
Insurance broker nameBOYCE & ASSOCIATES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010892380
Policy instance 3
Insurance contract or identification number1010892380
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,031
Insurance broker organization code?3
Insurance broker nameANTHONY MARTIN KONG
TRANSAMERICA LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number138915LK8
Policy instance 2
Insurance contract or identification number138915LK8
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,510
Insurance broker name1ST GLOBAL INS SERVICE INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,357
Insurance broker organization code?4
Insurance broker name1ST. GLOBAL CAPITAL CORP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010892380
Policy instance 3
Insurance contract or identification number1010892380
Total amount of commissions paid to insurance brokerUSD $12,664
Commission paid to Insurance BrokerUSD $12,664
Insurance broker organization code?3
Insurance broker nameANTHONY MARTIN KONG
TRANSAMERICA LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number138915LK8
Policy instance 2
Insurance contract or identification number138915LK8
Total amount of commissions paid to insurance brokerUSD $12,157
Commission paid to Insurance BrokerUSD $12,157
Insurance broker name1ST GLOBAL INS SERVICE INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,974
Total amount of fees paid to insurance companyUSD $61
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,974
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees61
Insurance broker nameBOYCE AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,871
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77617
Policy instance 1
Insurance contract or identification number77617
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,707
Total amount of fees paid to insurance companyUSD $121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,707
Insurance broker organization code?4
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES, INC.

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