401k Plan data: ROGER A COSTON DDS PROFIT SHARING PLAN plan

ROGER A COSTON DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROGER A COSTON DDS PROFIT SHARING PLAN
Plan identification number	001

ROGER A COSTON DDS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ROGER A COSTON DDS PA has sponsored the creation of one or more 401k plans.

Company Name: ROGER A COSTON DDS PA

Employer identification number (EIN): 200512601

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A COSTON DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROGER COSTON 2019-04-03 ROGER COSTON 2019-04-03
001 2017-01-01 ROGER COSTON 2018-10-07 ROGER COSTON 2018-10-07
001 2016-01-01 ROGER COSTON 2017-05-16 ROGER COSTON 2017-05-16
001 2015-01-01 ROGER COSTON 2016-07-08 ROGER COSTON 2016-07-08
001 2014-01-01 ROGER COSTON ROGER COSTON 2015-10-13
001 2013-01-01 ROGER A. COSTON ROGER A. COSTON 2014-09-26
001 2012-01-01 ROGER COSTON ROGER COSTON 2013-07-20
001 2011-01-01 ROGER COSTON ROGER COSTON 2012-06-11
001 2009-01-01 ROGER COST ROGER COST 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROGER COSTON	2019-04-03	ROGER COSTON	2019-04-03
001	2017-01-01	ROGER COSTON	2018-10-07	ROGER COSTON	2018-10-07
001	2016-01-01	ROGER COSTON	2017-05-16	ROGER COSTON	2017-05-16
001	2015-01-01	ROGER COSTON	2016-07-08	ROGER COSTON	2016-07-08
001	2014-01-01	ROGER COSTON		ROGER COSTON	2015-10-13
001	2013-01-01	ROGER A. COSTON		ROGER A. COSTON	2014-09-26
001	2012-01-01	ROGER COSTON		ROGER COSTON	2013-07-20
001	2011-01-01	ROGER COSTON		ROGER COSTON	2012-06-11
001	2009-01-01	ROGER COST		ROGER COST	2010-10-11

Plan Statistics for ROGER A COSTON DDS PROFIT SHARING PLAN

401k plan membership statisitcs for ROGER A COSTON DDS PROFIT SHARING PLAN

Measure Date Value
2014: ROGER A COSTON DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 2
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ROGER A COSTON DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ROGER A COSTON DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 3
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROGER A COSTON DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: ROGER A COSTON DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
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: ROGER A COSTON DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	2
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ROGER A COSTON DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ROGER A COSTON DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	3
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROGER A COSTON DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: ROGER A COSTON DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROGER A COSTON DDS PROFIT SHARING PLAN

Measure	Date	Value
2014 : ROGER A COSTON DDS PROFIT SHARING 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	$133,302
Expenses. Total of all expenses incurred	2014-12-31	$97,656
Benefits paid (including direct rollovers)	2014-12-31	$85,166
Total plan assets at end of year	2014-12-31	$688,899
Total plan assets at beginning of year	2014-12-31	$653,253
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$30,313
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	$51,349
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$35,646
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$688,899
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$653,253
Total contributions received or receivable from employer(s)	2014-12-31	$51,640
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	$12,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROGER A COSTON DDS PROFIT SHARING 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$110,093
Expenses. Total of all expenses incurred	2013-12-31	$73,666
Benefits paid (including direct rollovers)	2013-12-31	$64,450
Total plan assets at end of year	2013-12-31	$653,253
Total plan assets at beginning of year	2013-12-31	$616,826
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$30,188
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$31,014
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$36,427
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$653,253
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$616,826
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$48,891
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	$9,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$5,000
2012 : ROGER A COSTON DDS PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$121,664
Expenses. Total of all expenses incurred	2012-12-31	$22,982
Benefits paid (including direct rollovers)	2012-12-31	$14,497
Total plan assets at end of year	2012-12-31	$616,826
Total plan assets at beginning of year	2012-12-31	$518,144
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$22,250
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$54,826
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$98,682
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$616,826
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$518,144
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$5,000
Total contributions received or receivable from employer(s)	2012-12-31	$44,588
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROGER A COSTON DDS PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$13,512
Expenses. Total of all expenses incurred	2011-12-31	$6,728
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$518,144
Total plan assets at beginning of year	2011-12-31	$511,360
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$24,896
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-56,128
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$6,784
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$518,144
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$511,360
Assets. Value of participant loans	2011-12-31	$7,587
Assets. Value of real-estate (other than employer real property)	2011-12-31	$5,000
Total contributions received or receivable from employer(s)	2011-12-31	$44,744
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,728
2010 : ROGER A COSTON DDS PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$125,806
Expenses. Total of all expenses incurred	2010-12-31	$4,756
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$511,360
Total plan assets at beginning of year	2010-12-31	$390,310
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$25,041
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$50,345
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$121,050
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$511,360
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$390,310
Assets. Value of participant loans	2010-12-31	$21,821
Assets. Value of real-estate (other than employer real property)	2010-12-31	$5,000
Total contributions received or receivable from employer(s)	2010-12-31	$50,420
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,756

Form 5500 Responses for ROGER A COSTON DDS PROFIT SHARING PLAN

2014: ROGER A COSTON DDS PROFIT SHARING 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: ROGER A COSTON DDS PROFIT SHARING 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: ROGER A COSTON DDS PROFIT SHARING 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: ROGER A COSTON DDS PROFIT SHARING 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: ROGER A COSTON DDS PROFIT SHARING 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROGER A COSTON DDS PA
Employer identification number (EIN):	200512601
NAIC Classification:	621210
NAIC Description:	Offices of Dentists