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JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN
Plan identification number 001

JOHN C. KOECHLEY, D.D.S. 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.
  • 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.
  • 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

JOHN C. KOECHLEY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. KOECHLEY, D.D.S.
Employer identification number (EIN):363333897
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. JOHN C KOECHLEY2023-08-27
0012022-01-01DR. JOHN C KOECHLEY2023-03-04
0012021-01-01
0012021-01-01DR. JOHN C KOECHLEY
0012020-01-01
0012019-01-01
0012018-01-01JOHN KOECHLEY
0012017-01-01JOHN KOECHLEY
0012016-01-01JOHN KOECHLEY
0012015-01-01JOHN C. KOECHLEY, D.D.S.
0012014-01-01JOHN C. KOECHLEY, D.D.S.

Financial Data on JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2021 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$144,799
Expenses. Total of all expenses incurred2021-12-31$18,994
Total plan assets at end of year2021-12-31$1,868,287
Total plan assets at beginning of year2021-12-31$1,742,482
Value of fidelity bond covering the plan2021-12-31$110,000
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$73,304
Net income (gross income less expenses)2021-12-31$125,805
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,868,287
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,742,482
Total contributions received or receivable from employer(s)2021-12-31$45,495
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$64,496
Expenses. Total of all expenses incurred2020-12-31$19,120
Benefits paid (including direct rollovers)2020-12-31$378
Total plan assets at end of year2020-12-31$1,742,482
Total plan assets at beginning of year2020-12-31$1,697,106
Value of fidelity bond covering the plan2020-12-31$110,000
Total contributions received or receivable from participants2020-12-31$25,000
Other income received2020-12-31$641
Net income (gross income less expenses)2020-12-31$45,376
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,742,482
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,697,106
Total contributions received or receivable from employer(s)2020-12-31$38,855
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$273,948
Expenses. Total of all expenses incurred2019-12-31$34,160
Benefits paid (including direct rollovers)2019-12-31$16,421
Total plan assets at end of year2019-12-31$1,697,106
Total plan assets at beginning of year2019-12-31$1,457,318
Value of fidelity bond covering the plan2019-12-31$110,000
Total contributions received or receivable from participants2019-12-31$24,500
Other income received2019-12-31$207,995
Net income (gross income less expenses)2019-12-31$239,788
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,697,106
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,457,318
Total contributions received or receivable from employer(s)2019-12-31$41,453
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$6,282
Expenses. Total of all expenses incurred2018-12-31$17,837
Benefits paid (including direct rollovers)2018-12-31$652
Total plan assets at end of year2018-12-31$1,457,318
Total plan assets at beginning of year2018-12-31$1,468,873
Value of fidelity bond covering the plan2018-12-31$110,000
Total contributions received or receivable from participants2018-12-31$24,000
Other income received2018-12-31$-60,451
Net income (gross income less expenses)2018-12-31$-11,555
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,457,318
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,468,873
Total contributions received or receivable from employer(s)2018-12-31$42,733
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$202,297
Expenses. Total of all expenses incurred2017-12-31$17,816
Benefits paid (including direct rollovers)2017-12-31$1,553
Total plan assets at end of year2017-12-31$1,468,873
Total plan assets at beginning of year2017-12-31$1,284,392
Value of fidelity bond covering the plan2017-12-31$110,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$136,321
Net income (gross income less expenses)2017-12-31$184,481
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,468,873
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,284,392
Total contributions received or receivable from employer(s)2017-12-31$41,976
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$159,726
Expenses. Total of all expenses incurred2016-12-31$14,410
Total plan assets at end of year2016-12-31$1,284,392
Total plan assets at beginning of year2016-12-31$1,139,076
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$95,910
Net income (gross income less expenses)2016-12-31$145,316
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,284,392
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,139,076
Total contributions received or receivable from employer(s)2016-12-31$39,816
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,410
2015 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$38,057
Expenses. Total of all expenses incurred2015-12-31$15,802
Total plan assets at end of year2015-12-31$1,139,076
Total plan assets at beginning of year2015-12-31$1,116,821
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$23,000
Other income received2015-12-31$-22,175
Net income (gross income less expenses)2015-12-31$22,255
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,139,076
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,116,821
Total contributions received or receivable from employer(s)2015-12-31$37,232
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,802
2014 : JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$87,631
Expenses. Total of all expenses incurred2014-12-31$14,138
Benefits paid (including direct rollovers)2014-12-31$897
Total plan assets at end of year2014-12-31$1,116,821
Total plan assets at beginning of year2014-12-31$1,043,328
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$30,318
Net income (gross income less expenses)2014-12-31$73,493
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,116,821
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,043,328
Total contributions received or receivable from employer(s)2014-12-31$34,313
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN

2021: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN C. KOECHLEY, D.D.S. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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