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PHILIP E. KOCH, DMD, PC 401K PLAN 401k Plan overview

Plan NamePHILIP E. KOCH, DMD, PC 401K PLAN
Plan identification number 004

PHILIP E. KOCH, DMD, PC 401K 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
  • 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.
  • 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

PHILIP E. KOCH, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:PHILIP E. KOCH, DMD, PC
Employer identification number (EIN):581439867
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP E. KOCH, DMD, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01PHILIP KOCH2024-10-09
0042022-01-01PHILIP KOCH2023-09-18
0042021-01-01PHILIP KOCH2022-06-27
0042020-01-01PHILIP KOCH2021-09-07
0042019-01-01
0042019-01-01PHILIP KOCH2020-12-21
0042018-01-01PHILIP E. KOCH, DMD2019-10-09
0042017-01-01PHILIP E. KOCH, DMD2018-09-27
0042016-01-01PHILIP E. KOCH, DMD2017-06-07
0042015-01-01PHILIP E. KOCH, DMD2016-10-04
0042014-01-01PHILIP E. KOCH, DMD2016-10-04
0042014-01-01PHILIP E. KOCH, DMD2015-10-07
0042013-01-01PHILIP E. KOCH, DMD
0042012-01-01PHILIP E. KOCH, DMD
0042011-01-01PHILIP E. KOCH, DMD
0042010-01-01PHILIP E. KOCH, DMD
0042009-01-01PHILIP E. KOCH, DMD

Financial Data on PHILIP E. KOCH, DMD, PC 401K PLAN

Measure Date Value
2025 : PHILIP E. KOCH, DMD, PC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-14610
Total expenses incurred by plan in this plan year2025-07-14197643
Net assets as of the end of the plan year2025-07-142122867
Total assets as of the beginning of the plan year2025-07-142127991
Value of plan covered by a fidelity bond2025-07-14350000
Participant contributions to plan in this plan year2025-07-1431800
Value of participant loans at end of plan year2025-07-14834
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14127980
Plan net income in this plan year2025-07-14-4514
Net assets as of the end of the plan year2025-07-142122867
Net assets as of the beginning of the plan year2025-07-142127381
Employer contributions to plan in this plan year2025-07-1433349
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1414621
2024 : PHILIP E. KOCH, DMD, PC 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-09610
Total liabilities as of the beginning of the plan year2024-10-09610
Total expenses incurred by plan in this plan year2024-10-0942117
Net assets as of the end of the plan year2024-10-092127991
Total assets as of the beginning of the plan year2024-10-091926027
Value of plan covered by a fidelity bond2024-10-09350000
Participant contributions to plan in this plan year2024-10-0931300
Value of participant loans at end of plan year2024-10-09834
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09182781
Plan net income in this plan year2024-10-09201964
Net assets as of the end of the plan year2024-10-092127381
Net assets as of the beginning of the plan year2024-10-091925417
Employer contributions to plan in this plan year2024-10-0930000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0913099
2013 : PHILIP E. KOCH, DMD, PC 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$1,333
Total income from all sources2013-12-31$192,877
Total plan assets at end of year2013-12-31$2,302,668
Total plan assets at beginning of year2013-12-31$2,111,124
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$23,000
Contributions received from other sources (not participants or employers)2013-12-31$60,520
Other income received2013-12-31$61,768
Net income (gross income less expenses)2013-12-31$192,877
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,302,668
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,109,791
Total contributions received or receivable from employer(s)2013-12-31$47,589
2012 : PHILIP E. KOCH, DMD, PC 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,333
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$226,354
Total plan assets at end of year2012-12-31$2,111,124
Total plan assets at beginning of year2012-12-31$1,883,437
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$156,945
Net income (gross income less expenses)2012-12-31$226,354
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,109,791
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,883,437
Total contributions received or receivable from employer(s)2012-12-31$46,909
2011 : PHILIP E. KOCH, DMD, PC 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$126,679
Expenses. Total of all expenses incurred2011-12-31$363,091
Benefits paid (including direct rollovers)2011-12-31$363,076
Total plan assets at end of year2011-12-31$1,883,437
Total plan assets at beginning of year2011-12-31$2,119,849
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$15
Other income received2011-12-31$60,670
Net income (gross income less expenses)2011-12-31$-236,412
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,883,437
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,119,849
Total contributions received or receivable from employer(s)2011-12-31$44,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PHILIP E. KOCH, DMD, PC 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,919,906
Expenses. Total of all expenses incurred2010-12-31$952
Benefits paid (including direct rollovers)2010-12-31$952
Total plan assets at end of year2010-12-31$2,119,849
Total plan assets at beginning of year2010-12-31$200,895
Value of fidelity bond covering the plan2010-12-31$212,000
Total contributions received or receivable from participants2010-12-31$22,000
Contributions received from other sources (not participants or employers)2010-12-31$1,839,417
Noncash contributions received2010-12-31$15,587
Net income (gross income less expenses)2010-12-31$1,918,954
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,119,849
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$200,895
Total contributions received or receivable from employer(s)2010-12-31$42,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PHILIP E. KOCH, DMD, PC 401K PLAN

2013: PHILIP E. KOCH, DMD, PC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILIP E. KOCH, DMD, PC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILIP E. KOCH, DMD, PC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PHILIP E. KOCH, DMD, PC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PHILIP E. KOCH, DMD, PC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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