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DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

DAVID E. KOSIOREK, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. KOSIOREK, D.M.D., P.C.
Employer identification number (EIN):043497373
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01DAVID E. KOSIOREK2020-01-24
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID E. KOSIOREK
0012013-01-01DAVID E. KOSIOREK
0012012-01-01DAVID E. KOSIOREK
0012011-01-01DAVID E. KOSIOREK
0012009-01-01DAVID E. KOSIOREK

Plan Statistics for DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2019: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
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 participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
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 participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2019 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$321,435
Expenses. Total of all expenses incurred2019-12-31$86,497
Benefits paid (including direct rollovers)2019-12-31$76,427
Total plan assets at end of year2019-12-31$1,209,952
Total plan assets at beginning of year2019-12-31$975,014
Value of fidelity bond covering the plan2019-12-31$175,000
Total contributions received or receivable from participants2019-12-31$40,142
Other income received2019-12-31$269,369
Net income (gross income less expenses)2019-12-31$234,938
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,209,952
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$975,014
Assets. Value of real-estate (other than employer real property)2019-12-31$149,500
Total contributions received or receivable from employer(s)2019-12-31$11,924
Value of certain deemed distributions of participant loans2019-12-31$10,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$84,772
Expenses. Total of all expenses incurred2018-12-31$795,593
Benefits paid (including direct rollovers)2018-12-31$780,592
Total plan assets at end of year2018-12-31$975,014
Total plan assets at beginning of year2018-12-31$1,685,835
Value of fidelity bond covering the plan2018-12-31$175,000
Total contributions received or receivable from participants2018-12-31$48,659
Other income received2018-12-31$26,926
Net income (gross income less expenses)2018-12-31$-710,821
Net plan assets at end of year (total assets less liabilities)2018-12-31$975,014
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,685,835
Assets. Value of real-estate (other than employer real property)2018-12-31$137,800
Total contributions received or receivable from employer(s)2018-12-31$9,187
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$292,499
Expenses. Total of all expenses incurred2017-12-31$14,001
Total plan assets at end of year2017-12-31$1,685,835
Total plan assets at beginning of year2017-12-31$1,407,337
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$48,590
Other income received2017-12-31$235,128
Net income (gross income less expenses)2017-12-31$278,498
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,685,835
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,407,337
Assets. Value of real-estate (other than employer real property)2017-12-31$137,800
Total contributions received or receivable from employer(s)2017-12-31$8,781
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$137,073
Expenses. Total of all expenses incurred2016-12-31$16,798
Benefits paid (including direct rollovers)2016-12-31$4,904
Total plan assets at end of year2016-12-31$1,407,337
Total plan assets at beginning of year2016-12-31$1,287,062
Total contributions received or receivable from participants2016-12-31$48,731
Other income received2016-12-31$68,406
Net income (gross income less expenses)2016-12-31$120,275
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,407,337
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,287,062
Assets. Value of real-estate (other than employer real property)2016-12-31$137,800
Total contributions received or receivable from employer(s)2016-12-31$19,936
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$44,229
Expenses. Total of all expenses incurred2015-12-31$122,178
Benefits paid (including direct rollovers)2015-12-31$110,862
Total plan assets at end of year2015-12-31$1,287,062
Total plan assets at beginning of year2015-12-31$1,365,011
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$48,698
Other income received2015-12-31$-14,955
Net income (gross income less expenses)2015-12-31$-77,949
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,287,062
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,365,011
Assets. Value of real-estate (other than employer real property)2015-12-31$184,000
Total contributions received or receivable from employer(s)2015-12-31$10,486
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$218,194
Expenses. Total of all expenses incurred2014-12-31$35,132
Benefits paid (including direct rollovers)2014-12-31$23,857
Total plan assets at end of year2014-12-31$1,365,011
Total plan assets at beginning of year2014-12-31$1,181,949
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$148,925
Net income (gross income less expenses)2014-12-31$183,062
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,365,011
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,181,949
Assets. Value of real-estate (other than employer real property)2014-12-31$143,000
Total contributions received or receivable from employer(s)2014-12-31$23,269
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$278,708
Expenses. Total of all expenses incurred2013-12-31$9,055
Total plan assets at end of year2013-12-31$1,181,949
Total plan assets at beginning of year2013-12-31$912,296
Value of fidelity bond covering the plan2013-12-31$85,000
Total contributions received or receivable from participants2013-12-31$45,848
Other income received2013-12-31$205,330
Net income (gross income less expenses)2013-12-31$269,653
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,181,949
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$912,296
Assets. Value of real-estate (other than employer real property)2013-12-31$136,500
Total contributions received or receivable from employer(s)2013-12-31$27,530
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,055
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,901
Expenses. Total of all expenses incurred2012-12-31$11,001
Benefits paid (including direct rollovers)2012-12-31$2,975
Total plan assets at end of year2012-12-31$912,296
Total plan assets at beginning of year2012-12-31$812,396
Value of fidelity bond covering the plan2012-12-31$85,000
Total contributions received or receivable from participants2012-12-31$47,002
Expenses. Other expenses not covered elsewhere2012-12-31$8,026
Other income received2012-12-31$27,864
Net income (gross income less expenses)2012-12-31$99,900
Net plan assets at end of year (total assets less liabilities)2012-12-31$912,296
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$812,396
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$36,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-9,817
Expenses. Total of all expenses incurred2011-12-31$14,934
Benefits paid (including direct rollovers)2011-12-31$5,027
Total plan assets at end of year2011-12-31$812,396
Total plan assets at beginning of year2011-12-31$837,147
Value of fidelity bond covering the plan2011-12-31$85,000
Total contributions received or receivable from participants2011-12-31$44,650
Other income received2011-12-31$-89,983
Net income (gross income less expenses)2011-12-31$-24,751
Net plan assets at end of year (total assets less liabilities)2011-12-31$812,396
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$837,147
Assets. Value of real-estate (other than employer real property)2011-12-31$105,300
Total contributions received or receivable from employer(s)2011-12-31$35,516
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,907
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$180,487
Expenses. Total of all expenses incurred2010-12-31$7,744
Benefits paid (including direct rollovers)2010-12-31$2,217
Total plan assets at end of year2010-12-31$837,147
Total plan assets at beginning of year2010-12-31$664,404
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$45,100
Expenses. Other expenses not covered elsewhere2010-12-31$5,527
Other income received2010-12-31$100,131
Net income (gross income less expenses)2010-12-31$172,743
Net plan assets at end of year (total assets less liabilities)2010-12-31$837,147
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$664,404
Assets. Value of real-estate (other than employer real property)2010-12-31$195,000
Total contributions received or receivable from employer(s)2010-12-31$35,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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 DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN

2019: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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 - TrustYes
2011: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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 - TrustYes
2009: DAVID E. KOSIOREK, D.M.D., P.C. 401K PROFIT SHARING 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 - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ439
Policy instance 1
Insurance contract or identification numberPHQ439
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $88
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88
Insurance broker organization code?4
Insurance broker nameAMERITAS INVESTMENT CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ439
Policy instance 1
Insurance contract or identification numberPHQ439
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84
Insurance broker organization code?4
Insurance broker nameAMERITAS INVESTMENT CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ439
Policy instance 1
Insurance contract or identification numberPHQ439
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $76
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ439
Policy instance 1
Insurance contract or identification numberPHQ439
Number of Individuals Covered4
Total amount of commissions paid to insurance brokerUSD $84
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84
Insurance broker organization code?4
Insurance broker nameAMERITAS INVESTMENT CORP

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