| Plan Name | DAVID M COONRAD DC PA 401 K PROFIT SHARING PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID M COONRAD DC PA |
| Employer identification number (EIN): | 203583798 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | VU TRAN | 2022-05-20 | ||
| 001 | 2020-01-01 | VU TRAN | 2021-06-10 | ||
| 001 | 2019-01-01 | VU TRAN | 2020-06-29 | ||
| 001 | 2018-01-01 | VU TRAN | 2019-10-14 | ||
| 001 | 2017-01-01 | DAVID COONRAD | 2018-07-10 | ||
| 001 | 2016-01-01 | DAVID COONRAD | 2017-07-14 | ||
| 001 | 2015-01-01 | DAVID COONRAD | 2016-06-06 |
| Measure | Date | Value |
|---|---|---|
| 2022 : DAVID M COONRAD DC PA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-20 | 34 |
| Net assets as of the end of the plan year | 2022-05-20 | 189100 |
| Total assets as of the beginning of the plan year | 2022-05-20 | 137039 |
| Value of plan covered by a fidelity bond | 2022-05-20 | 20000 |
| Participant contributions to plan in this plan year | 2022-05-20 | 27986 |
| Other income to plan in this plan year | 2022-05-20 | 15872 |
| Plan net income in this plan year | 2022-05-20 | 52061 |
| Net assets as of the end of the plan year | 2022-05-20 | 189100 |
| Net assets as of the beginning of the plan year | 2022-05-20 | 137039 |
| Employer contributions to plan in this plan year | 2022-05-20 | 8237 |
| Fees paid to broker by Benefit Provider | 2022-05-20 | 813 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-20 | 34 |