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DAVID COPPE PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID COPPE PROFIT SHARING PLAN
Plan identification number 001

DAVID COPPE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

DR. DAVID COPPE DAVID COPPE, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DR. DAVID COPPE DAVID COPPE, M.D.
Employer identification number (EIN):050409349
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID COPPE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID COPPE2015-10-14 DAVID COPPE2015-10-14
0012013-01-01DAVID COPPE2014-10-15 DAVID COPPE2014-10-15
0012012-01-01DAVID COPPE2014-10-15 DAVID COPPE2014-10-15
0012011-01-01DAVID COPPE2012-10-15
0012010-01-01DAVID COPPE
0012009-01-01DAVID COPPE

Plan Statistics for DAVID COPPE PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID COPPE PROFIT SHARING PLAN

Measure Date Value
2010: DAVID COPPE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: DAVID COPPE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DAVID COPPE PROFIT SHARING PLAN

Measure Date Value
2010 : DAVID COPPE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$211,966
Expenses. Total of all expenses incurred2010-12-31$16,826
Total plan assets at end of year2010-12-31$1,658,638
Total plan assets at beginning of year2010-12-31$1,463,498
Other income received2010-12-31$211,966
Net income (gross income less expenses)2010-12-31$195,140
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,658,638
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,463,498
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16,826

Form 5500 Responses for DAVID COPPE PROFIT SHARING PLAN

2010: DAVID COPPE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID COPPE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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