401k Plan data: DONNA M. COPPOLA, DMD, PC 401(K) PLAN plan

DONNA M. COPPOLA, DMD, PC 401(K) PLAN 401k Plan overview

Plan Name	DONNA M. COPPOLA, DMD, PC 401(K) PLAN
Plan identification number	002

DONNA M. COPPOLA, DMD, PC 401(K) PLAN Benefits

401k Plan Type

Defined 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
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.
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

DONNA M. COPPOLA, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: DONNA M. COPPOLA, DMD, PC

Employer identification number (EIN): 232845784

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONNA M. COPPOLA, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DONNA M. COPPOLA, DMD 2023-01-25
002 2021-01-01 DONNA M. COPPOLA, DMD 2022-04-22
002 2020-01-01 DONNA M. COPPOLA, DMD 2021-06-21
002 2019-01-01 DONNA M. COPPOLA, DMD 2020-04-03
002 2018-01-01 DONNA M. COPPOLA 2019-04-20
002 2017-01-01 DONNA M. COPPOLA 2018-03-28
002 2016-01-01 DONNA M. COPPOLA 2017-04-29
002 2015-01-01 DONNA M. COPPOLA 2016-04-01
002 2014-01-01 DONNA M. COPPOLA 2015-02-22
002 2013-01-01 DONNA M. COPPOLA
002 2012-01-01 DONNA M. COPPOLA
002 2011-01-01 DONNA M. COPPOLA
002 2010-01-01 DONNA M. COPPOLA
002 2009-01-01 DONNA M. COPPOLA DONNA M. COPPOLA 2010-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DONNA M. COPPOLA, DMD	2023-01-25
002	2021-01-01	DONNA M. COPPOLA, DMD	2022-04-22
002	2020-01-01	DONNA M. COPPOLA, DMD	2021-06-21
002	2019-01-01	DONNA M. COPPOLA, DMD	2020-04-03
002	2018-01-01	DONNA M. COPPOLA	2019-04-20
002	2017-01-01	DONNA M. COPPOLA	2018-03-28
002	2016-01-01	DONNA M. COPPOLA	2017-04-29
002	2015-01-01	DONNA M. COPPOLA	2016-04-01
002	2014-01-01	DONNA M. COPPOLA	2015-02-22
002	2013-01-01	DONNA M. COPPOLA
002	2012-01-01	DONNA M. COPPOLA
002	2011-01-01	DONNA M. COPPOLA
002	2010-01-01	DONNA M. COPPOLA
002	2009-01-01	DONNA M. COPPOLA		DONNA M. COPPOLA	2010-05-12

Plan Statistics for DONNA M. COPPOLA, DMD, PC 401(K) PLAN

401k plan membership statisitcs for DONNA M. COPPOLA, DMD, PC 401(K) PLAN

Measure Date Value
2013: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DONNA M. COPPOLA, DMD, PC 401(K) PLAN

Measure	Date	Value
2013 : DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$125,314
Expenses. Total of all expenses incurred	2013-12-31	$1,119
Benefits paid (including direct rollovers)	2013-12-31	$1,119
Total plan assets at end of year	2013-12-31	$1,032,715
Total plan assets at beginning of year	2013-12-31	$908,520
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$23,650
Other income received	2013-12-31	$61,734
Net income (gross income less expenses)	2013-12-31	$124,195
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,032,715
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$908,520
Total contributions received or receivable from employer(s)	2013-12-31	$39,930
2012 : DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$146,234
Expenses. Total of all expenses incurred	2012-12-31	$4,355
Benefits paid (including direct rollovers)	2012-12-31	$4,355
Total plan assets at end of year	2012-12-31	$908,520
Total plan assets at beginning of year	2012-12-31	$766,641
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$23,150
Other income received	2012-12-31	$84,492
Net income (gross income less expenses)	2012-12-31	$141,879
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$908,520
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$766,641
Total contributions received or receivable from employer(s)	2012-12-31	$38,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$76,641
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$766,641
Total plan assets at beginning of year	2011-12-31	$690,000
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$22,172
Other income received	2011-12-31	$14,941
Net income (gross income less expenses)	2011-12-31	$76,641
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$766,641
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$690,000
Total contributions received or receivable from employer(s)	2011-12-31	$39,528
2010 : DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$626,681
Expenses. Total of all expenses incurred	2010-12-31	$78
Benefits paid (including direct rollovers)	2010-12-31	$78
Total plan assets at end of year	2010-12-31	$690,000
Total plan assets at beginning of year	2010-12-31	$63,397
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$22,650
Other income received	2010-12-31	$6,950
Noncash contributions received	2010-12-31	$558,511
Net income (gross income less expenses)	2010-12-31	$626,603
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$690,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$63,397
Total contributions received or receivable from employer(s)	2010-12-31	$38,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DONNA M. COPPOLA, DMD, PC 401(K) PLAN

2013: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DONNA M. COPPOLA, DMD, PC 401(K) 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: DONNA M. COPPOLA, DMD, PC 401(K) 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
2010: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DONNA M. COPPOLA, DMD, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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:	DONNA M. COPPOLA, DMD, PC
Employer identification number (EIN):	232845784
NAIC Classification:	621210
NAIC Description:	Offices of Dentists