Logo

RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameRICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • 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

RICHARD COPELAND DDS has sponsored the creation of one or more 401k plans.

Company Name:RICHARD COPELAND DDS
Employer identification number (EIN):411570850
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01RICHARD W COPELAND JR2023-04-20 RICHARD W COPELAND JR2023-04-20
0012021-01-01RICHARD COPELAND2022-03-08 RICHARD COPELAND2022-03-08
0012020-01-01RICHARD COPELAND2021-04-08 RICHARD COPELAND2021-04-08
0012019-01-01RICHARD COPELAND2020-03-24 RICHARD COPELAND2020-03-24
0012018-01-01RICHARD COPELAND2019-04-05 RICHARD COPELAND2019-04-05
0012017-01-01RICHARD COPELAND2018-03-09 RICHARD COPELAND2018-03-09
0012016-01-01RICHARD COPELAND2017-04-19 RICHARD COPELAND2017-04-19
0012015-01-01RICHARD COPELAND2016-03-01 RICHARD COPELAND2016-03-01
0012014-01-01RICHARD COPELAND2015-04-06 RICHARD COPELAND2015-04-06
0012013-01-01RICHARD COPELAND2015-04-06 RICHARD COPELAND2015-04-06
0012012-01-01RICHARD COPELAND2013-07-18
0012011-01-01RICHARD COPELAND2012-08-07
0012010-01-01RICHARD COPELAND2012-01-20 RICHARD COPELAND2012-01-20

Plan Statistics for RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-086
Total number of particpants at end of year2022-03-085
Number of Participants With Account Balances2022-03-085

Financial Data on RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : RICHARD COPELAND 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-0825249
Net assets as of the end of the plan year2022-03-082544072
Total assets as of the beginning of the plan year2022-03-082030228
Value of plan covered by a fidelity bond2022-03-08101000
Participant contributions to plan in this plan year2022-03-0826000
Other income to plan in this plan year2022-03-08467325
Plan net income in this plan year2022-03-08513844
Net assets as of the end of the plan year2022-03-082544072
Net assets as of the beginning of the plan year2022-03-082030228
Employer contributions to plan in this plan year2022-03-0845768
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0824903

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup