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J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 401k Plan overview

Plan NameJ. MARK COPAS, D. D. S. PROFIT SHARING PLAN
Plan identification number 001

J. MARK COPAS, D. D. S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

J. MARK COPAS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:J. MARK COPAS, D.D.S.
Employer identification number (EIN):541248241
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. MARK COPAS, D. D. S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY MARK COPAS2023-10-10 JEFFREY MARK COPAS2023-10-10
0012022-01-01JEFFREY MARK COPAS2023-10-10 JEFFREY MARK COPAS2023-10-10
0012021-01-01ANNAH L COURTS2022-07-29
0012020-01-01ANNAH COURTS2021-08-18 ANNAH COURTS2021-08-18
0012019-01-01ANNAH COURTS2020-09-01
0012018-01-01JEFFREY MARK COPAS2019-07-31 JEFFREY MARK COPAS2019-07-31
0012017-01-01JEFFREY MARK COPAS2018-08-28
0012016-01-01J. MARK COPAS2017-09-13 J. MARK COPAS2017-09-13
0012015-01-01J. MARK COPAS2016-10-06 J. MARK COPAS2016-10-06
0012015-01-01J. MARK COPAS2016-10-06 J. MARK COPAS2016-10-06
0012015-01-01J. MARK COPAS2016-10-06 J. MARK COPAS2016-10-06
0012014-01-01J. MARK COPAS2015-10-12 J. MARK COPAS2015-10-12
0012013-01-01JMARKCOPAS2015-01-05
0012012-01-01JEFFREY COPAS2013-10-09
0012011-01-01JEFFREY COPAS
0012010-01-01JEFFREY COPAS
0012009-01-01JEFFREY COPAS

Plan Statistics for J. MARK COPAS, D. D. S. PROFIT SHARING PLAN

401k plan membership statisitcs for J. MARK COPAS, D. D. S. PROFIT SHARING PLAN

Measure Date Value
2011: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J. MARK COPAS, D. D. S. PROFIT SHARING PLAN

Measure Date Value
2011 : J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-29,178
Expenses. Total of all expenses incurred2011-12-31$16,536
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,279,420
Total plan assets at beginning of year2011-12-31$1,325,134
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-29,178
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-45,714
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,279,420
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,325,134
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,536
2010 : J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$159,380
Expenses. Total of all expenses incurred2010-12-31$8,486
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,324,700
Total plan assets at beginning of year2010-12-31$1,173,806
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$86,279
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$150,894
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,324,700
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,173,806
Total contributions received or receivable from employer(s)2010-12-31$73,101
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,486

Form 5500 Responses for J. MARK COPAS, D. D. S. PROFIT SHARING PLAN

2011: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J. MARK COPAS, D. D. S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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