ROBERT L. COE, D.D.S., INC. 401(K) PLAN 401k Plan overview

ROBERT L. COE, D.D.S., INC. 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	ROBERT L. COE, D.D.S., INC.
Employer identification number (EIN):	710920277
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KARI COE	2023-09-08	KARI COE	2023-09-08
001	2021-01-01	KARI COE	2022-09-09	KARI COE	2022-09-09
001	2020-01-01	KARI COE	2021-04-20	KARI COE	2021-04-20
001	2019-06-15	KARI COE	2020-12-07	KARI COE	2020-12-07

Plan Statistics for ROBERT L. COE, D.D.S., INC. 401(K) PLAN

Measure	Date	Value
2025: ROBERT L. COE, D.D.S., INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-08	4
Total number of particpants at end of year	2025-08-08	4
Number of Participants With Account Balances	2025-08-08	2

Financial Data on ROBERT L. COE, D.D.S., INC. 401(K) PLAN

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• ROBERT L. BARMEYER M.D. PROFIT SHARING PLAN [EIN = 951876614]
• ROBERT L. SCHULTZE, MD PROFIT SHARING PLAN [EIN = 164625980]
• ROBERT L. DESHONG, II, D.M.D. CASH BALANCE PLAN AND TRUST [EIN = 164385067]
• ROBERT L. KANTOR, M.D., P.A. SAVINGS PLAN [EIN = 591480300]
• ROBERT L. PETERSON, MD, SC 401(K) PROFIT SHARING PLAN [EIN = 391588711]
• ROBERT L. SCHMIDT, DMD 401(K) PLAN [EIN = 042619756]
• ROBERT L. SHAMBLEN PROFIT SHARING PLAN [EIN = 276516811]
• ROBERT L. KILROY 401(K) PLAN [EIN = 043663423]
• ROBERT L. ORME, MD 401(K) PROFIT SHARING PLAN [EIN = 870504725]
• ROBERT L. FALER, CPA, P.C. 401(K) PLAN [EIN = 931126800]
• ROBERT L. JENSEN, PH. D. , LLC PROFIT SHARING PLAN [EIN = 204561791]
• ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN [EIN = 454965484]
• ROBERT L. SWENSON DDS INC. PROFIT SHARING PLAN [EIN = 472672427]
• ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN [EIN = 800101870]
• ROBERT L. WEISS, M.D., P.C. RETIREMENT TRUST [EIN = 060950205]
• ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN [EIN = 204149121]
• ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN [EIN = 204149121]
• ROBERT L. WEBSTER, JR. 401(K) PLAN [EIN = 262060067]

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