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JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 401k Plan overview

Plan NameJOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN
Plan identification number 002

JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JOHN E. KONKOL, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. KONKOL, D.D.S.
Employer identification number (EIN):363490948
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01JOHN E. KONKOL
0022017-01-01JOHN E. KONKOL
0022016-01-01JOHN E. KONKOL
0022015-01-01JOHN E. KONKOL
0022014-01-01JOHN E. KONKOL
0022013-01-01JOHN E. KONKOL
0022012-01-01JOHN KONKOL JOHN KONKOL2013-09-23
0022011-01-01JOHN KONKOL JOHN KONKOL2012-07-19
0022009-01-01JOHN KONKOL JOHN KONKOL2010-06-23

Plan Statistics for JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN

401k plan membership statisitcs for JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN

Measure Date Value
2019: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: JOHN E. KONKOL, D.D.S., 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 JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN

Measure Date Value
2019 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$193,857
Expenses. Total of all expenses incurred2019-12-31$1,324,809
Benefits paid (including direct rollovers)2019-12-31$1,324,809
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$1,130,952
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$193,857
Net income (gross income less expenses)2019-12-31$-1,130,952
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,130,952
2018 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-37,225
Expenses. Total of all expenses incurred2018-12-31$12,567
Total plan assets at end of year2018-12-31$1,130,952
Total plan assets at beginning of year2018-12-31$1,180,744
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$12,567
Other income received2018-12-31$-37,225
Net income (gross income less expenses)2018-12-31$-49,792
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,130,952
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,180,744
2017 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$56,414
Expenses. Total of all expenses incurred2017-12-31$10,069
Total plan assets at end of year2017-12-31$1,180,744
Total plan assets at beginning of year2017-12-31$1,134,399
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$10,069
Other income received2017-12-31$56,414
Net income (gross income less expenses)2017-12-31$46,345
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,180,744
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,134,399
2016 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$59,122
Total plan assets at end of year2016-12-31$1,134,399
Total plan assets at beginning of year2016-12-31$1,075,277
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$27,008
Net income (gross income less expenses)2016-12-31$59,122
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,134,399
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,075,277
Total contributions received or receivable from employer(s)2016-12-31$32,114
2015 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$28,213
Expenses. Total of all expenses incurred2015-12-31$12,264
Benefits paid (including direct rollovers)2015-12-31$4,275
Total plan assets at end of year2015-12-31$1,075,277
Total plan assets at beginning of year2015-12-31$1,059,328
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$7,989
Other income received2015-12-31$-3,129
Net income (gross income less expenses)2015-12-31$15,949
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,075,277
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,059,328
Assets. Value of participant loans2015-12-31$29,628
Total contributions received or receivable from employer(s)2015-12-31$31,342
2014 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$99,068
Expenses. Total of all expenses incurred2014-12-31$4,275
Benefits paid (including direct rollovers)2014-12-31$4,275
Total plan assets at end of year2014-12-31$1,059,328
Total plan assets at beginning of year2014-12-31$964,535
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$65,235
Net income (gross income less expenses)2014-12-31$94,793
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,059,328
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$964,535
Assets. Value of participant loans2014-12-31$38,476
Total contributions received or receivable from employer(s)2014-12-31$33,833
2013 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$79,154
Expenses. Total of all expenses incurred2013-12-31$99,275
Benefits paid (including direct rollovers)2013-12-31$99,275
Total plan assets at end of year2013-12-31$964,535
Total plan assets at beginning of year2013-12-31$984,656
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$44,578
Net income (gross income less expenses)2013-12-31$-20,121
Net plan assets at end of year (total assets less liabilities)2013-12-31$964,535
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$984,656
Total contributions received or receivable from employer(s)2013-12-31$34,576
2012 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$119,437
Expenses. Total of all expenses incurred2012-12-31$12,623
Benefits paid (including direct rollovers)2012-12-31$4,275
Total plan assets at end of year2012-12-31$984,656
Total plan assets at beginning of year2012-12-31$877,842
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$85,102
Net income (gross income less expenses)2012-12-31$106,814
Net plan assets at end of year (total assets less liabilities)2012-12-31$984,656
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$877,842
Total contributions received or receivable from employer(s)2012-12-31$34,335
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,348
2011 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$40,701
Expenses. Total of all expenses incurred2011-12-31$11,903
Benefits paid (including direct rollovers)2011-12-31$4,275
Total plan assets at end of year2011-12-31$877,842
Total plan assets at beginning of year2011-12-31$849,044
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$15,801
Net income (gross income less expenses)2011-12-31$28,798
Net plan assets at end of year (total assets less liabilities)2011-12-31$877,842
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$849,044
Total contributions received or receivable from employer(s)2011-12-31$24,900
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,628
2010 : JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$84,939
Total plan assets at end of year2010-12-31$849,044
Total plan assets at beginning of year2010-12-31$764,105
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$56,499
Net income (gross income less expenses)2010-12-31$84,939
Net plan assets at end of year (total assets less liabilities)2010-12-31$849,044
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$764,105
Total contributions received or receivable from employer(s)2010-12-31$28,440

Form 5500 Responses for JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN

2019: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN E. KONKOL, D.D.S., PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN E. KONKOL, D.D.S., 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

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2018-05-22
Insurance policy end date2019-05-21
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Insurance policy start date2018-05-22
Insurance policy end date2019-05-21
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2017-05-22
Insurance policy end date2018-05-21
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN J. ADAM - TERRA INSURANCE SERV
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2015-05-22
Insurance policy end date2016-05-21
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN J. ADAM - TERRA INSURANCE SERV
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2014-05-22
Insurance policy end date2015-05-21
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN J. ADAM - TERRA INSURANCE SERV
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2013-05-21
Insurance policy end date2014-05-21
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN J. ADAM - TERRA INSURANCE SERV
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Insurance policy start date2012-05-20
Insurance policy end date2013-05-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameTERRA INSURANCE SERV- JOHN J. ADAM
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2011-05-20
Insurance policy end date2012-05-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2 518 665
Policy instance 1
Insurance contract or identification number2 518 665
Number of Individuals Covered1
Insurance policy start date2010-05-20
Insurance policy end date2011-05-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameTERRA INSURANCE SERV- JOHN J. ADAM

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