401k Plan data: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN plan

KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN
Plan identification number	001

KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

KOPP & BLOOM DDS PC has sponsored the creation of one or more 401k plans.

Company Name: KOPP & BLOOM DDS PC

Employer identification number (EIN): 363723121

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 THOMAS KOPP DDS
001 2017-01-01 THOMAS KOPP DDS
001 2016-01-01 THOMAS KOPP DDS
001 2015-01-01 THOMAS KOPP DDS
001 2014-01-01 THOMAS KOPP DDS
001 2013-01-01 THOMAS KOPP DDS
001 2012-01-01 THOMAS KOPP DDS
001 2011-01-01 THOMAS KOPP DDS
001 2009-01-01 THOMAS KOPP DDS

Plan Statistics for KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN

Measure Date Value
2023: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 10
Total participants 2023-01-01 10
Number of participants with account balances 2023-01-01 10
2022: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 10
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
2021: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 10
2020: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 11
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
2019: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Total of all active and inactive participants 2017-01-01 10
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
2016: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
2015: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 14
2014: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
2013: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
2012: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
2011: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
2009: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2023: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	10
Total participants	2023-01-01	10
Number of participants with account balances	2023-01-01	10
2022: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	10
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
2021: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	10
2020: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	11
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
2019: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Total of all active and inactive participants	2017-01-01	10
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
2016: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
2015: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	14
2014: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
2013: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
2012: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
2011: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
2009: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$677,555
Expenses. Total of all expenses incurred	2023-12-31	$259,448
Benefits paid (including direct rollovers)	2023-12-31	$237,150
Total plan assets at end of year	2023-12-31	$3,957,140
Total plan assets at beginning of year	2023-12-31	$3,539,033
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$129,709
Expenses. Other expenses not covered elsewhere	2023-12-31	$22,298
Other income received	2023-12-31	$429,323
Net income (gross income less expenses)	2023-12-31	$418,107
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,957,140
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,539,033
Assets. Value of participant loans	2023-12-31	$22,263
Total contributions received or receivable from employer(s)	2023-12-31	$118,523
2022 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-131,737
Expenses. Total of all expenses incurred	2022-12-31	$40,140
Benefits paid (including direct rollovers)	2022-12-31	$19,393
Total plan assets at end of year	2022-12-31	$3,539,033
Total plan assets at beginning of year	2022-12-31	$3,710,910
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$123,766
Expenses. Other expenses not covered elsewhere	2022-12-31	$20,747
Other income received	2022-12-31	$-372,357
Net income (gross income less expenses)	2022-12-31	$-171,877
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,539,033
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,710,910
Total contributions received or receivable from employer(s)	2022-12-31	$116,854
2021 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$452,363
Expenses. Total of all expenses incurred	2021-12-31	$20,896
Total plan assets at end of year	2021-12-31	$3,710,910
Total plan assets at beginning of year	2021-12-31	$3,279,443
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$129,110
Expenses. Other expenses not covered elsewhere	2021-12-31	$20,896
Other income received	2021-12-31	$208,691
Net income (gross income less expenses)	2021-12-31	$431,467
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,710,910
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,279,443
Assets. Value of participant loans	2021-12-31	$856
Total contributions received or receivable from employer(s)	2021-12-31	$114,562
2020 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$353,760
Expenses. Total of all expenses incurred	2020-12-31	$20,086
Benefits paid (including direct rollovers)	2020-12-31	$337
Total plan assets at end of year	2020-12-31	$3,279,443
Total plan assets at beginning of year	2020-12-31	$2,945,769
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$125,986
Expenses. Other expenses not covered elsewhere	2020-12-31	$19,749
Other income received	2020-12-31	$119,347
Net income (gross income less expenses)	2020-12-31	$333,674
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,279,443
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,945,769
Assets. Value of participant loans	2020-12-31	$5,869
Total contributions received or receivable from employer(s)	2020-12-31	$108,427
2019 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$464,514
Expenses. Total of all expenses incurred	2019-12-31	$333,643
Benefits paid (including direct rollovers)	2019-12-31	$312,989
Total plan assets at end of year	2019-12-31	$2,945,769
Total plan assets at beginning of year	2019-12-31	$2,814,898
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$124,594
Expenses. Other expenses not covered elsewhere	2019-12-31	$20,654
Other income received	2019-12-31	$233,466
Net income (gross income less expenses)	2019-12-31	$130,871
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,945,769
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,814,898
Assets. Value of participant loans	2019-12-31	$10,088
Total contributions received or receivable from employer(s)	2019-12-31	$106,454
2018 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$185,514
Expenses. Total of all expenses incurred	2018-12-31	$197,033
Benefits paid (including direct rollovers)	2018-12-31	$177,344
Total plan assets at end of year	2018-12-31	$2,814,898
Total plan assets at beginning of year	2018-12-31	$2,826,417
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$121,199
Expenses. Other expenses not covered elsewhere	2018-12-31	$19,689
Other income received	2018-12-31	$-35,409
Net income (gross income less expenses)	2018-12-31	$-11,519
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,814,898
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,826,417
Assets. Value of participant loans	2018-12-31	$14,915
Total contributions received or receivable from employer(s)	2018-12-31	$99,724
2017 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$398,777
Expenses. Total of all expenses incurred	2017-12-31	$30,878
Benefits paid (including direct rollovers)	2017-12-31	$14,294
Total plan assets at end of year	2017-12-31	$2,826,417
Total plan assets at beginning of year	2017-12-31	$2,458,518
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$116,486
Expenses. Other expenses not covered elsewhere	2017-12-31	$16,584
Other income received	2017-12-31	$185,410
Net income (gross income less expenses)	2017-12-31	$367,899
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,826,417
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,458,518
Assets. Value of participant loans	2017-12-31	$19,719
Total contributions received or receivable from employer(s)	2017-12-31	$96,881
2016 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$369,224
Expenses. Total of all expenses incurred	2016-12-31	$225,058
Benefits paid (including direct rollovers)	2016-12-31	$213,341
Total plan assets at end of year	2016-12-31	$2,458,519
Total plan assets at beginning of year	2016-12-31	$2,314,353
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$119,156
Expenses. Other expenses not covered elsewhere	2016-12-31	$11,717
Other income received	2016-12-31	$159,831
Net income (gross income less expenses)	2016-12-31	$144,166
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,458,519
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,314,353
Assets. Value of participant loans	2016-12-31	$24,312
Total contributions received or receivable from employer(s)	2016-12-31	$90,237
2015 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$246,627
Expenses. Total of all expenses incurred	2015-12-31	$160,591
Benefits paid (including direct rollovers)	2015-12-31	$150,694
Total plan assets at end of year	2015-12-31	$2,314,353
Total plan assets at beginning of year	2015-12-31	$2,228,317
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$120,438
Expenses. Other expenses not covered elsewhere	2015-12-31	$9,897
Other income received	2015-12-31	$22,981
Net income (gross income less expenses)	2015-12-31	$86,036
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,314,353
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,228,317
Assets. Value of participant loans	2015-12-31	$2,923
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$368,707
Total contributions received or receivable from employer(s)	2015-12-31	$103,208
2014 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$460,582
Expenses. Total of all expenses incurred	2014-12-31	$609,290
Benefits paid (including direct rollovers)	2014-12-31	$601,141
Total plan assets at end of year	2014-12-31	$2,228,317
Total plan assets at beginning of year	2014-12-31	$2,377,025
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$85,756
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,149
Contributions received from other sources (not participants or employers)	2014-12-31	$145,663
Other income received	2014-12-31	$132,000
Net income (gross income less expenses)	2014-12-31	$-148,708
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,228,317
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,377,025
Assets. Value of participant loans	2014-12-31	$5,989
Total contributions received or receivable from employer(s)	2014-12-31	$97,163
2013 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$36
Total income from all sources	2013-12-31	$377,418
Expenses. Total of all expenses incurred	2013-12-31	$403,125
Benefits paid (including direct rollovers)	2013-12-31	$397,643
Total plan assets at end of year	2013-12-31	$2,377,025
Total plan assets at beginning of year	2013-12-31	$2,402,768
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$83,982
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,482
Other income received	2013-12-31	$200,181
Net income (gross income less expenses)	2013-12-31	$-25,707
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,377,025
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,402,732
Assets. Value of participant loans	2013-12-31	$9,047
Total contributions received or receivable from employer(s)	2013-12-31	$93,255
2012 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$36
Total income from all sources	2012-12-31	$448,576
Expenses. Total of all expenses incurred	2012-12-31	$1,096,473
Benefits paid (including direct rollovers)	2012-12-31	$1,093,536
Total plan assets at end of year	2012-12-31	$2,402,768
Total plan assets at beginning of year	2012-12-31	$3,050,629
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$57,401
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,937
Other income received	2012-12-31	$330,708
Net income (gross income less expenses)	2012-12-31	$-647,897
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,402,732
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,050,629
Assets. Value of participant loans	2012-12-31	$11,979
Total contributions received or receivable from employer(s)	2012-12-31	$60,467
2011 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$187,332
Expenses. Total of all expenses incurred	2011-12-31	$136,606
Benefits paid (including direct rollovers)	2011-12-31	$136,536
Total plan assets at end of year	2011-12-31	$3,050,629
Total plan assets at beginning of year	2011-12-31	$2,999,903
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$81,703
Expenses. Other expenses not covered elsewhere	2011-12-31	$70
Other income received	2011-12-31	$23,911
Net income (gross income less expenses)	2011-12-31	$50,726
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,050,629
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,999,903
Total contributions received or receivable from employer(s)	2011-12-31	$81,718
2010 : KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$417,762
Total plan assets at end of year	2010-12-31	$2,999,903
Total plan assets at beginning of year	2010-12-31	$2,582,141
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$80,076
Other income received	2010-12-31	$255,250
Net income (gross income less expenses)	2010-12-31	$417,762
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,999,903
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,582,141
Total contributions received or receivable from employer(s)	2010-12-31	$82,436

Form 5500 Responses for KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN

2023: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KOPP & BLOOM DDS PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

KOPP & ASSOCIATES 401(K) RETIREMENT PLAN [EIN = 912012385]

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Company Name:	KOPP & BLOOM DDS PC
Employer identification number (EIN):	363723121
NAIC Classification:	621210
NAIC Description:	Offices of Dentists