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MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST
Plan identification number 002

MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

MAX J. COHEN, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:MAX J. COHEN, DDS, PC
Employer identification number (EIN):581436170
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-06-01
0022020-06-01
0022016-06-01MAX COHEN
0022015-06-01MAX COHEN
0022014-06-01MAX COHEN
0022013-06-01MAX COHEN
0022012-06-01MAX COHEN
0022011-06-01MAX COHEN
0022009-06-01MAX COHEN
0022008-06-01MAX COHEN

Plan Statistics for MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-0110
Total number of active participants reported on line 7a of the Form 55002021-06-010
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-010
Number of participants with account balances2021-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
2020: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-0112
Total number of active participants reported on line 7a of the Form 55002020-06-0110
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-0110
Number of participants with account balances2020-06-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2016: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-0113
Total number of active participants reported on line 7a of the Form 55002016-06-0110
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-013
Total of all active and inactive participants2016-06-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-0113
Number of participants with account balances2016-06-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-0112
Total number of active participants reported on line 7a of the Form 55002015-06-0110
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-013
Total of all active and inactive participants2015-06-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0113
Number of participants with account balances2015-06-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-0114
Total number of active participants reported on line 7a of the Form 55002014-06-019
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-013
Total of all active and inactive participants2014-06-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0112
Number of participants with account balances2014-06-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-0113
Total number of active participants reported on line 7a of the Form 55002013-06-0110
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-014
Total of all active and inactive participants2013-06-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-0114
Number of participants with account balances2013-06-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-0114
Total number of active participants reported on line 7a of the Form 55002012-06-0111
Number of other retired or separated participants entitled to future benefits2012-06-013
Total of all active and inactive participants2012-06-0114
Total participants2012-06-0114
Number of participants with account balances2012-06-0112
2011: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-0114
Total number of active participants reported on line 7a of the Form 55002011-06-0111
Number of retired or separated participants receiving benefits2011-06-013
Total of all active and inactive participants2011-06-0114
Total participants2011-06-0114
Number of participants with account balances2011-06-0112
2009: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-0113
Total number of active participants reported on line 7a of the Form 55002009-06-019
Number of other retired or separated participants entitled to future benefits2009-06-013
Total of all active and inactive participants2009-06-0112
Total participants2009-06-0112
Number of participants with account balances2009-06-0112
2008: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-06-0112
Total number of active participants reported on line 7a of the Form 55002008-06-0111
Number of other retired or separated participants entitled to future benefits2008-06-011
Total of all active and inactive participants2008-06-0112
Total participants2008-06-0112
Number of participants with account balances2008-06-0112

Financial Data on MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2021 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$1,889,914
Expenses. Total of all expenses incurred2021-12-31$25,244,626
Benefits paid (including direct rollovers)2021-12-31$25,223,396
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$23,354,712
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$1,889,914
Net income (gross income less expenses)2021-12-31$-23,354,712
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$23,354,712
Value of corrective distributions2021-12-31$4,026
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,204
Total income from all sources2021-05-31$6,233,624
Expenses. Total of all expenses incurred2021-05-31$148,501
Benefits paid (including direct rollovers)2021-05-31$148,286
Total plan assets at end of year2021-05-31$23,354,712
Total plan assets at beginning of year2021-05-31$17,269,589
Value of fidelity bond covering the plan2021-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-05-31$215
Other income received2021-05-31$6,233,624
Net income (gross income less expenses)2021-05-31$6,085,123
Net plan assets at end of year (total assets less liabilities)2021-05-31$23,354,712
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$17,269,589
2017 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-05-31$1,700,706
Expenses. Total of all expenses incurred2017-05-31$620,597
Benefits paid (including direct rollovers)2017-05-31$620,596
Total plan assets at end of year2017-05-31$9,623,052
Total plan assets at beginning of year2017-05-31$8,542,943
Value of fidelity bond covering the plan2017-05-31$1,000,000
Other income received2017-05-31$1,700,706
Net income (gross income less expenses)2017-05-31$1,080,109
Net plan assets at end of year (total assets less liabilities)2017-05-31$9,623,052
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$8,542,943
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$1
2016 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-05-31$1,024,035
Expenses. Total of all expenses incurred2016-05-31$30
Total plan assets at end of year2016-05-31$8,542,943
Total plan assets at beginning of year2016-05-31$7,518,938
Value of fidelity bond covering the plan2016-05-31$500,000
Other income received2016-05-31$1,024,035
Net income (gross income less expenses)2016-05-31$1,024,005
Net plan assets at end of year (total assets less liabilities)2016-05-31$8,542,943
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$7,518,938
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$30
2015 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-05-31$1,162,567
Expenses. Total of all expenses incurred2015-05-31$22,679
Benefits paid (including direct rollovers)2015-05-31$22,671
Total plan assets at end of year2015-05-31$7,518,938
Total plan assets at beginning of year2015-05-31$6,379,050
Value of fidelity bond covering the plan2015-05-31$500,000
Other income received2015-05-31$1,162,567
Net income (gross income less expenses)2015-05-31$1,139,888
Net plan assets at end of year (total assets less liabilities)2015-05-31$7,518,938
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$6,379,050
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$8
2014 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-05-31$751,500
Expenses. Total of all expenses incurred2014-05-31$12
Total plan assets at end of year2014-05-31$6,379,050
Total plan assets at beginning of year2014-05-31$5,627,562
Value of fidelity bond covering the plan2014-05-31$420,000
Other income received2014-05-31$751,500
Net income (gross income less expenses)2014-05-31$751,488
Net plan assets at end of year (total assets less liabilities)2014-05-31$6,379,050
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$5,627,562
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$12
2013 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-05-31$1,267,426
Expenses. Total of all expenses incurred2013-05-31$8
Total plan assets at end of year2013-05-31$5,627,562
Total plan assets at beginning of year2013-05-31$4,360,144
Value of fidelity bond covering the plan2013-05-31$420,000
Expenses. Other expenses not covered elsewhere2013-05-31$8
Other income received2013-05-31$1,267,426
Net income (gross income less expenses)2013-05-31$1,267,418
Net plan assets at end of year (total assets less liabilities)2013-05-31$5,627,562
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$4,360,144
2012 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-05-31$541,957
Total plan assets at end of year2012-05-31$4,360,144
Total plan assets at beginning of year2012-05-31$3,818,187
Value of fidelity bond covering the plan2012-05-31$420,000
Other income received2012-05-31$541,957
Net income (gross income less expenses)2012-05-31$541,957
Net plan assets at end of year (total assets less liabilities)2012-05-31$4,360,144
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$3,818,187
2011 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-05-31$314,967
Total plan assets at end of year2011-05-31$3,818,187
Total plan assets at beginning of year2011-05-31$3,503,220
Value of fidelity bond covering the plan2011-05-31$420,000
Other income received2011-05-31$314,967
Net income (gross income less expenses)2011-05-31$314,967
Net plan assets at end of year (total assets less liabilities)2011-05-31$3,818,187
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$3,503,220
2009 : MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total income from all sources2009-05-31$-1,008,875
Expenses. Total of all expenses incurred2009-05-31$23,971
Benefits paid (including direct rollovers)2009-05-31$23,971
Total plan assets at end of year2009-05-31$2,767,825
Total plan assets at beginning of year2009-05-31$3,800,671
Value of fidelity bond covering the plan2009-05-31$400,000
Other income received2009-05-31$-1,008,875
Net income (gross income less expenses)2009-05-31$-1,032,846
Net plan assets at end of year (total assets less liabilities)2009-05-31$2,767,825
Net plan assets at beginning of year (total assets less liabilities)2009-05-31$3,800,671

Form 5500 Responses for MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST

2021: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingYes
2021-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2016: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes
2008: MAX J. COHEN, DDS, PC PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Submission has been amendedNo
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planNo
2008-06-01Plan funding arrangement – TrustYes
2008-06-01Plan benefit arrangement - TrustYes

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