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WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 401k Plan overview

Plan NameWILLIAM J. KOWALSKI DMD LLC 401(K) PLAN
Plan identification number 001

WILLIAM J. KOWALSKI DMD LLC 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM J. KOWALSKI DMD LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. KOWALSKI DMD LLC
Employer identification number (EIN):201240513
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM KOWALSKI2024-07-08 WILLIAM KOWALSKI2024-07-08
0012022-01-01WILLIAM J KOWALSKI DMD MS LLC2023-05-08 WILLIAM J KOWALSKI DMD MS LLC2023-05-08
0012021-01-01WILLIAM J KOWALSKI DMD MS LLC2022-07-07 WILLIAM J KOWALSKI DMD MS LLC2022-07-07
0012020-01-01WILLIAM J KOWALSKI DMD MS LLC2021-05-17 WILLIAM J KOWALSKI DMD MS LLC2021-05-17
0012019-01-01WILLIAM J KOWALSKI DMD MS LLC2020-06-16 WILLIAM J KOWALSKI DMD MS LLC2020-06-16
0012018-01-01WILLIAM KOWALSKI2019-07-18
0012017-01-01WILLIAM KOWALSKI2018-07-17
0012016-01-01WILLIAM KOWALSKI2017-09-22
0012015-01-01WILLIAM KOWALSKI2016-06-02
0012014-01-01WILLIAM KOWALSKI2016-04-11
0012013-01-01WILLIAM KOWALSKI2016-04-11
0012012-01-01WILLIAM KOWALSKI2016-04-11
0012011-01-01WILLIAM KOWALSKI2016-04-11
0012010-01-01WILLIAM KOWALSKI2016-04-11
0012008-01-01WILLIAM KOWALSKI
0012008-01-01

Plan Statistics for WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN

401k plan membership statisitcs for WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN

Measure Date Value
2008: WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-013
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012

Financial Data on WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN

Measure Date Value
2008 : WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$16,818
Expenses. Total of all expenses incurred2008-12-31$3,077
Benefits paid (including direct rollovers)2008-12-31$3,050
Total plan assets at end of year2008-12-31$29,179
Total plan assets at beginning of year2008-12-31$15,438
Total contributions received or receivable from participants2008-12-31$16,139
Expenses. Other expenses not covered elsewhere2008-12-31$27
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-5,535
Noncash contributions received2008-12-31$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 loans2008-12-31$0
Value of corrective distributions2008-12-31$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 securities2008-12-31$0

Form 5500 Responses for WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN

2008: WILLIAM J. KOWALSKI DMD LLC 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number201240513D1
Policy instance 1
Insurance contract or identification number201240513D1
Number of Individuals Covered2
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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