Plan Name | WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WILLIAM J. KOWALSKI DMD LLC |
Employer identification number (EIN): | 201240513 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | WILLIAM KOWALSKI | 2024-07-08 | WILLIAM KOWALSKI | 2024-07-08 |
001 | 2022-01-01 | WILLIAM J KOWALSKI DMD MS LLC | 2023-05-08 | WILLIAM J KOWALSKI DMD MS LLC | 2023-05-08 |
001 | 2021-01-01 | WILLIAM J KOWALSKI DMD MS LLC | 2022-07-07 | WILLIAM J KOWALSKI DMD MS LLC | 2022-07-07 |
001 | 2020-01-01 | WILLIAM J KOWALSKI DMD MS LLC | 2021-05-17 | WILLIAM J KOWALSKI DMD MS LLC | 2021-05-17 |
001 | 2019-01-01 | WILLIAM J KOWALSKI DMD MS LLC | 2020-06-16 | WILLIAM J KOWALSKI DMD MS LLC | 2020-06-16 |
001 | 2018-01-01 | WILLIAM KOWALSKI | 2019-07-18 | ||
001 | 2017-01-01 | WILLIAM KOWALSKI | 2018-07-17 | ||
001 | 2016-01-01 | WILLIAM KOWALSKI | 2017-09-22 | ||
001 | 2015-01-01 | WILLIAM KOWALSKI | 2016-06-02 | ||
001 | 2014-01-01 | WILLIAM KOWALSKI | 2016-04-11 | ||
001 | 2013-01-01 | WILLIAM KOWALSKI | 2016-04-11 | ||
001 | 2012-01-01 | WILLIAM KOWALSKI | 2016-04-11 | ||
001 | 2011-01-01 | WILLIAM KOWALSKI | 2016-04-11 | ||
001 | 2010-01-01 | WILLIAM KOWALSKI | 2016-04-11 | ||
001 | 2008-01-01 | WILLIAM KOWALSKI | |||
001 | 2008-01-01 |
Measure | Date | Value |
---|---|---|
2008: WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 2 |
Number of participants with account balances | 2008-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2008 : WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 401k financial data | ||
Transfers to/from the plan | 2008-12-31 | $0 |
Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $16,818 |
Expenses. Total of all expenses incurred | 2008-12-31 | $3,077 |
Benefits paid (including direct rollovers) | 2008-12-31 | $3,050 |
Total plan assets at end of year | 2008-12-31 | $29,179 |
Total plan assets at beginning of year | 2008-12-31 | $15,438 |
Total contributions received or receivable from participants | 2008-12-31 | $16,139 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $27 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $-5,535 |
Noncash contributions received | 2008-12-31 | $0 |
Net income (gross income less expenses) | 2008-12-31 | $13,741 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $29,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $15,438 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $6,214 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
2008: WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | First time form 5500 has been submitted | Yes |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 201240513D1 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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