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WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAM J. KOBZA 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

WILLIAM J. KOBZA DDS has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. KOBZA DDS
Employer identification number (EIN):112854135
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KOBZA 401(K) PROFIT SHARING 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM J. KOBZA2015-10-09
0012013-01-01WILLIAM J. KOBZA2014-08-26
0012012-01-01WILLIAM J. KOBZA2013-10-01
0012011-01-01WILLIAM J. KOBZA2012-10-07
0012010-01-01WILLIAM J. KOBZA2011-07-24

Plan Statistics for WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-176
Total number of particpants at end of year2025-06-176
Number of Participants With Account Balances2025-06-176
2024: WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-186
Total number of particpants at end of year2024-09-186
Number of Participants With Account Balances2024-09-186
2022: WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-245
Total number of particpants at end of year2022-06-245
Number of Participants With Account Balances2022-06-245

Financial Data on WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17200
Net assets as of the end of the plan year2025-06-172285541
Total assets as of the beginning of the plan year2025-06-171882053
Participant contributions to plan in this plan year2025-06-1730500
Other expenses paid from plan in this plan year2025-06-170
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-17331848
Plan net income in this plan year2025-06-17403488
Net assets as of the end of the plan year2025-06-172285541
Net assets as of the beginning of the plan year2025-06-171882053
Employer contributions to plan in this plan year2025-06-1741340
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17200
2024 : WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-180
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-18200
Net assets as of the end of the plan year2024-09-181882053
Total assets as of the beginning of the plan year2024-09-181491420
Participant contributions to plan in this plan year2024-09-1830000
Other income to plan in this plan year2024-09-18302569
Plan net income in this plan year2024-09-18390633
Net assets as of the end of the plan year2024-09-181882053
Net assets as of the beginning of the plan year2024-09-181491420
Employer contributions to plan in this plan year2024-09-1858264
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-18200
2022 : WILLIAM J. KOBZA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-241107
Total expenses incurred by plan in this plan year2022-06-24188
Net assets as of the end of the plan year2022-06-241461252
Total assets as of the beginning of the plan year2022-06-241212599
Participant contributions to plan in this plan year2022-06-2426000
Other income to plan in this plan year2022-06-24177260
Plan net income in this plan year2022-06-24249760
Net assets as of the end of the plan year2022-06-241461252
Net assets as of the beginning of the plan year2022-06-241211492
Employer contributions to plan in this plan year2022-06-2446688
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-24188

Potentially related plans

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