Logo

ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN
Plan identification number 001

ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

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

Company Name:ROBERT J. KOSTIAL, DDS, PC
Employer identification number (EIN):860845128
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT KOSTIAL ROBERT KOSTIAL2018-10-14
0012016-01-01ROBERT KOSTIAL2017-10-16 ROBERT KOSTIAL2017-10-16
0012015-01-01ROBERT KOSTIAL2016-10-14 ROBERT KOSTIAL2016-10-14
0012014-01-01ROBERT KOSTIAL2015-10-15 ROBERT KOSTIAL2015-10-15
0012013-01-01ROBERT KOSTIAL2014-10-10 ROBERT KOSTIAL2014-10-10
0012012-01-01ROBERT KOSTIAL2013-10-15 ROBERT KOSTIAL2013-10-15
0012011-01-01ROBERT KOSTIAL2012-10-14 ROBERT KOSTIAL2012-10-14
0012010-01-01ROBERT KOSTIAL2011-10-13 ROBERT KOSTIAL2011-10-13

Plan Statistics for ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN

Measure Date Value
2023: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31680,357
Acturial value of plan assets2022-12-31680,357
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3197,757
Active participant vested funding target2022-12-31814,035
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-31814,635
Total participant count2022-12-314
Total funding target for all participants2022-12-31912,392
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3120,911
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3120,911
Present value of excess contributions2022-12-3114,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3115,094
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3115,094
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3133,834
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-31265,869
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3125,181
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3125,181
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31726,984
Acturial value of plan assets2021-12-31726,984
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3190,525
Active participant vested funding target2021-12-31758,926
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-31759,471
Total participant count2021-12-314
Total funding target for all participants2021-12-31849,996
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31806
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31806
Present value of excess contributions2021-12-3119,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3120,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3120,126
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3120,911
Total employer contributions2021-12-3129,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3127,727
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31143,923
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3113,420
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3113,420
Contributions allocatedtoward minimum required contributions for current year2021-12-3127,727
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31716,970
Acturial value of plan assets2020-12-31716,970
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3185,105
Active participant vested funding target2020-12-31709,722
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31710,219
Total participant count2020-12-314
Total funding target for all participants2020-12-31795,324
Balance at beginning of prior year after applicable adjustments2020-12-3115
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,611
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-3115
Prefunding balanced used to offset prior years funding requirement2020-12-314,974
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31637
Present value of excess contributions2020-12-31152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31155
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31806
Total employer contributions2020-12-3128,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3126,485
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-3179,160
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-317,432
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-317,432
Contributions allocatedtoward minimum required contributions for current year2020-12-3126,485
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31681,898
Acturial value of plan assets2019-12-31681,898
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3181,449
Active participant vested funding target2019-12-31689,809
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31690,293
Total participant count2019-12-314
Total funding target for all participants2019-12-31771,742
Balance at beginning of prior year after applicable adjustments2019-12-3114
Prefunding balance at beginning of prior year after applicable adjustments2019-12-314,429
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3114
Amount remaining of prefunding balance2019-12-314,429
Present value of excess contributions2019-12-31940
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31991
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3115
Balance of prefunding at beginning of current year2019-12-315,611
Total employer contributions2019-12-3127,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3124,328
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-3195,470
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3129,317
Carryover balance elected to use to offset funding requirement2019-12-3115
Prefunding balance elected to use to offset funding requirement2019-12-314,974
Additional cash requirement2019-12-3124,328
Contributions allocatedtoward minimum required contributions for current year2019-12-3124,328
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31627,013
Acturial value of plan assets2018-12-31627,013
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3176,172
Active participant vested funding target2018-12-31661,327
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31661,911
Total participant count2018-12-314
Total funding target for all participants2018-12-31738,083
Balance at beginning of prior year after applicable adjustments2018-12-3113
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,472
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3113
Amount remaining of prefunding balance2018-12-311,472
Present value of excess contributions2018-12-312,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,898
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,898
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3114
Balance of prefunding at beginning of current year2018-12-314,429
Total employer contributions2018-12-3135,267
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3132,311
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,081
Net shortfall amortization installment of oustanding balance2018-12-31115,513
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3131,371
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3131,371
Contributions allocatedtoward minimum required contributions for current year2018-12-3132,311
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31562,668
Acturial value of plan assets2017-12-31562,668
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3170,808
Active participant vested funding target2017-12-31630,397
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-31630,397
Total participant count2017-12-313
Total funding target for all participants2017-12-31701,205
Balance at beginning of prior year after applicable adjustments2017-12-3112
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31283
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3112
Amount remaining of prefunding balance2017-12-31283
Present value of excess contributions2017-12-311,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,163
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,163
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3113
Balance of prefunding at beginning of current year2017-12-311,472
Total employer contributions2017-12-3144,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3141,301
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31140,022
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3138,544
Additional cash requirement2017-12-3138,544
Contributions allocatedtoward minimum required contributions for current year2017-12-3141,301
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31475,128
Acturial value of plan assets2016-12-31475,128
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3165,648
Active participant vested funding target2016-12-31556,843
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-31556,843
Total participant count2016-12-313
Total funding target for all participants2016-12-31622,491
Balance at beginning of prior year after applicable adjustments2016-12-3113
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31290
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3113
Amount remaining of prefunding balance2016-12-31290
Present value of excess contributions2016-12-3110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3111
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3111
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3112
Balance of prefunding at beginning of current year2016-12-31283
Total employer contributions2016-12-3148,555
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3144,306
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31147,658
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3143,208
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3143,208
Contributions allocatedtoward minimum required contributions for current year2016-12-3144,306
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN

Measure Date Value
2023 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-114,566
Expenses. Total of all expenses incurred2023-12-31$44,850
Benefits paid (including direct rollovers)2023-12-31$40,000
Total plan assets at end of year2023-12-31$432,154
Total plan assets at beginning of year2023-12-31$591,570
Value of fidelity bond covering the plan2023-12-31$180,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$7,500
Other income received2023-12-31$-122,066
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-159,416
Net plan assets at end of year (total assets less liabilities)2023-12-31$432,154
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$591,570
Assets. Value of real-estate (other than employer real property)2023-12-31$220,000
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,850
2022 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-86,013
Expenses. Total of all expenses incurred2022-12-31$2,774
Total plan assets at end of year2022-12-31$591,570
Total plan assets at beginning of year2022-12-31$680,357
Value of fidelity bond covering the plan2022-12-31$180,000
Expenses. Other expenses not covered elsewhere2022-12-31$2,774
Other income received2022-12-31$-86,013
Net income (gross income less expenses)2022-12-31$-88,787
Net plan assets at end of year (total assets less liabilities)2022-12-31$591,570
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$680,357
Assets. Value of real-estate (other than employer real property)2022-12-31$220,000
2021 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-46,757
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$680,357
Total plan assets at beginning of year2021-12-31$727,114
Value of fidelity bond covering the plan2021-12-31$180,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-75,757
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-46,757
Net plan assets at end of year (total assets less liabilities)2021-12-31$680,357
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$727,114
Assets. Value of real-estate (other than employer real property)2021-12-31$225,000
Total contributions received or receivable from employer(s)2021-12-31$29,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$14,252
Expenses. Total of all expenses incurred2020-12-31$4,848
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$727,114
Total plan assets at beginning of year2020-12-31$717,710
Value of fidelity bond covering the plan2020-12-31$180,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-13,748
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$9,404
Net plan assets at end of year (total assets less liabilities)2020-12-31$727,114
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$717,710
Assets. Value of real-estate (other than employer real property)2020-12-31$215,000
Total contributions received or receivable from employer(s)2020-12-31$28,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,848
2019 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$41,349
Expenses. Total of all expenses incurred2019-12-31$6,093
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$717,710
Total plan assets at beginning of year2019-12-31$682,454
Value of fidelity bond covering the plan2019-12-31$180,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$14,349
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$35,256
Net plan assets at end of year (total assets less liabilities)2019-12-31$717,710
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$682,454
Assets. Value of real-estate (other than employer real property)2019-12-31$205,000
Total contributions received or receivable from employer(s)2019-12-31$27,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,093
2018 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$62,340
Expenses. Total of all expenses incurred2018-12-31$6,933
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$682,454
Total plan assets at beginning of year2018-12-31$627,047
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$4,697
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$27,073
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$55,407
Net plan assets at end of year (total assets less liabilities)2018-12-31$682,454
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$627,047
Assets. Value of real-estate (other than employer real property)2018-12-31$180,000
Total contributions received or receivable from employer(s)2018-12-31$35,267
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$66,027
Expenses. Total of all expenses incurred2017-12-31$2,434
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$627,047
Total plan assets at beginning of year2017-12-31$563,454
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$198
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$22,027
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$63,593
Net plan assets at end of year (total assets less liabilities)2017-12-31$627,047
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$563,454
Assets. Value of real-estate (other than employer real property)2017-12-31$171,000
Total contributions received or receivable from employer(s)2017-12-31$44,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN

2023: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. KOSTIAL, DDS, PC DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1