401k Plan data: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN plan

STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN
Plan identification number	002

STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

STEPHEN D. COOKE DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN D. COOKE DDS, INC.

Employer identification number (EIN): 341346717

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2018-08-24
002 2016-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2017-07-18
002 2015-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2016-07-01
002 2014-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2015-07-28
002 2013-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2014-07-22
002 2012-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2013-06-26
002 2011-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2012-06-14
002 2010-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2011-07-14
002 2009-01-01 STEPHEN D. COOKE STEPHEN D. COOKE 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2018-08-24
002	2016-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2017-07-18
002	2015-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2016-07-01
002	2014-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2015-07-28
002	2013-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2014-07-22
002	2012-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2013-06-26
002	2011-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2012-06-14
002	2010-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2011-07-14
002	2009-01-01	STEPHEN D. COOKE	STEPHEN D. COOKE	2010-07-16

Plan Statistics for STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 0
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 7
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 0
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	0
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	7
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	0
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$819,334
Expenses. Total of all expenses incurred	2023-12-31	$211,022
Benefits paid (including direct rollovers)	2023-12-31	$211,022
Total plan assets at end of year	2023-12-31	$6,337,868
Total plan assets at beginning of year	2023-12-31	$5,729,556
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$15,000
Other income received	2023-12-31	$663,899
Net income (gross income less expenses)	2023-12-31	$608,312
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,337,868
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,729,556
Total contributions received or receivable from employer(s)	2023-12-31	$140,435
2022 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-704,702
Expenses. Total of all expenses incurred	2022-12-31	$185,529
Benefits paid (including direct rollovers)	2022-12-31	$185,529
Total plan assets at end of year	2022-12-31	$5,729,556
Total plan assets at beginning of year	2022-12-31	$6,619,787
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$13,000
Other income received	2022-12-31	$-850,909
Net income (gross income less expenses)	2022-12-31	$-890,231
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,729,556
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,619,787
Total contributions received or receivable from employer(s)	2022-12-31	$133,207
2021 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$528,056
Expenses. Total of all expenses incurred	2021-12-31	$170,584
Benefits paid (including direct rollovers)	2021-12-31	$170,584
Total plan assets at end of year	2021-12-31	$6,619,787
Total plan assets at beginning of year	2021-12-31	$6,262,315
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$13,000
Other income received	2021-12-31	$387,067
Net income (gross income less expenses)	2021-12-31	$357,472
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,619,787
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,262,315
Total contributions received or receivable from employer(s)	2021-12-31	$127,989
2020 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$840,566
Expenses. Total of all expenses incurred	2020-12-31	$12,136
Benefits paid (including direct rollovers)	2020-12-31	$12,136
Total plan assets at end of year	2020-12-31	$6,262,315
Total plan assets at beginning of year	2020-12-31	$5,433,885
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$13,000
Other income received	2020-12-31	$708,070
Net income (gross income less expenses)	2020-12-31	$828,430
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,262,315
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,433,885
Total contributions received or receivable from employer(s)	2020-12-31	$119,496
2019 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$869,348
Expenses. Total of all expenses incurred	2019-12-31	$122,121
Benefits paid (including direct rollovers)	2019-12-31	$122,121
Total plan assets at end of year	2019-12-31	$5,433,885
Total plan assets at beginning of year	2019-12-31	$4,686,658
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$12,000
Other income received	2019-12-31	$734,293
Net income (gross income less expenses)	2019-12-31	$747,227
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,433,885
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,686,658
Total contributions received or receivable from employer(s)	2019-12-31	$123,055
2018 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$60,351
Total plan assets at end of year	2018-12-31	$4,686,658
Total plan assets at beginning of year	2018-12-31	$4,626,307
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$12,000
Other income received	2018-12-31	$-73,084
Net income (gross income less expenses)	2018-12-31	$60,351
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,686,658
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,626,307
Total contributions received or receivable from employer(s)	2018-12-31	$121,435
2017 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$565,825
Expenses. Total of all expenses incurred	2017-12-31	$179,503
Benefits paid (including direct rollovers)	2017-12-31	$179,503
Total plan assets at end of year	2017-12-31	$4,626,307
Total plan assets at beginning of year	2017-12-31	$4,239,985
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$12,000
Other income received	2017-12-31	$436,857
Net income (gross income less expenses)	2017-12-31	$386,322
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,626,307
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,239,985
Total contributions received or receivable from employer(s)	2017-12-31	$116,968
2016 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$300,526
Total plan assets at end of year	2016-12-31	$4,239,985
Total plan assets at beginning of year	2016-12-31	$3,939,459
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$12,000
Other income received	2016-12-31	$171,117
Net income (gross income less expenses)	2016-12-31	$300,526
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,239,985
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,939,459
Total contributions received or receivable from employer(s)	2016-12-31	$117,409
2015 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$205,226
Total plan assets at end of year	2015-12-31	$3,939,459
Total plan assets at beginning of year	2015-12-31	$3,734,233
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$12,000
Other income received	2015-12-31	$76,648
Net income (gross income less expenses)	2015-12-31	$205,226
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,939,459
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,734,233
Total contributions received or receivable from employer(s)	2015-12-31	$116,578
2014 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$335,815
Total plan assets at end of year	2014-12-31	$3,734,233
Total plan assets at beginning of year	2014-12-31	$3,398,418
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$11,000
Other income received	2014-12-31	$211,870
Net income (gross income less expenses)	2014-12-31	$335,815
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,734,233
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,398,418
Total contributions received or receivable from employer(s)	2014-12-31	$112,945
2013 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$369,429
Expenses. Total of all expenses incurred	2013-12-31	$34,047
Benefits paid (including direct rollovers)	2013-12-31	$34,047
Total plan assets at end of year	2013-12-31	$3,398,418
Total plan assets at beginning of year	2013-12-31	$3,063,036
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$11,000
Other income received	2013-12-31	$252,973
Net income (gross income less expenses)	2013-12-31	$335,382
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,398,418
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,063,036
Total contributions received or receivable from employer(s)	2013-12-31	$105,456
2012 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$313,660
Expenses. Total of all expenses incurred	2012-12-31	$36,103
Benefits paid (including direct rollovers)	2012-12-31	$36,103
Total plan assets at end of year	2012-12-31	$3,063,036
Total plan assets at beginning of year	2012-12-31	$2,785,479
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$11,000
Other income received	2012-12-31	$193,551
Net income (gross income less expenses)	2012-12-31	$277,557
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,063,036
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,785,479
Total contributions received or receivable from employer(s)	2012-12-31	$109,109
2011 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$154,811
Total plan assets at end of year	2011-12-31	$2,785,479
Total plan assets at beginning of year	2011-12-31	$2,630,668
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$11,000
Other income received	2011-12-31	$32,047
Net income (gross income less expenses)	2011-12-31	$154,811
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,785,479
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,630,668
Total contributions received or receivable from employer(s)	2011-12-31	$111,764
2010 : STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$306,290
Total plan assets at end of year	2010-12-31	$2,630,668
Total plan assets at beginning of year	2010-12-31	$2,324,378
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$177,690
Net income (gross income less expenses)	2010-12-31	$306,290
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,630,668
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,324,378
Total contributions received or receivable from employer(s)	2010-12-31	$106,600

Form 5500 Responses for STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN

2022: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING 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: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN D. COOKE, DDS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN D. COOKE DDS, INC.
Employer identification number (EIN):	341346717
NAIC Classification:	621210
NAIC Description:	Offices of Dentists