401k Plan data: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN plan

JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

JAMES P. KOSTAS, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: JAMES P. KOSTAS, DMD, PC

Employer identification number (EIN): 800021556

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAMES KOSTAS 2024-07-31
002 2022-01-01 JAMES KOSTAS 2023-05-31
002 2021-01-01
002 2021-01-01 JAMES KOSTAS
002 2020-01-01
002 2019-01-01
002 2018-01-01 JAMES KOSTAS
002 2017-01-01 JAMES KOSTAS
002 2016-01-01 JAMES KOSTAS
002 2015-01-01 JAMES KOSTAS
002 2014-01-01 JAMES KOSTAS
002 2013-01-01 JAMES KOSTAS
002 2012-01-01 JAMES KOSTAS
002 2011-01-01 JAMES KOSTAS
002 2010-01-01 JAMES KOSTAS
002 2009-01-01 JAMES KOSTAS

Financial Data on JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-05-28	0
Total liabilities as of the beginning of the plan year	2025-05-28	0
Total expenses incurred by plan in this plan year	2025-05-28	29714
Net assets as of the end of the plan year	2025-05-28	4247822
Total assets as of the beginning of the plan year	2025-05-28	3664635
Value of plan covered by a fidelity bond	2025-05-28	366464
Participant contributions to plan in this plan year	2025-05-28	87156
Value of participant loans at end of plan year	2025-05-28	12651
Other income to plan in this plan year	2025-05-28	454886
Plan net income in this plan year	2025-05-28	583187
Net assets as of the end of the plan year	2025-05-28	4247822
Net assets as of the beginning of the plan year	2025-05-28	3664635
Employer contributions to plan in this plan year	2025-05-28	70859
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-28	29714
2024 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-31	0
Total liabilities as of the end of the plan year	2024-07-31	0
Total liabilities as of the beginning of the plan year	2024-07-31	0
Total expenses incurred by plan in this plan year	2024-07-31	27277
Net assets as of the end of the plan year	2024-07-31	3664635
Total assets as of the beginning of the plan year	2024-07-31	3116298
Value of plan covered by a fidelity bond	2024-07-31	350000
Participant contributions to plan in this plan year	2024-07-31	85583
Value of participant loans at end of plan year	2024-07-31	21339
Other expenses paid from plan in this plan year	2024-07-31	0
Other contributions to plan in this plan year	2024-07-31	0
Other income to plan in this plan year	2024-07-31	424517
Plan net income in this plan year	2024-07-31	548337
Net assets as of the end of the plan year	2024-07-31	3664635
Net assets as of the beginning of the plan year	2024-07-31	3116298
Employer contributions to plan in this plan year	2024-07-31	65514
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-31	26968
2021 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$470,338
Expenses. Total of all expenses incurred	2021-12-31	$27,498
Benefits paid (including direct rollovers)	2021-12-31	$1,377
Total plan assets at end of year	2021-12-31	$3,631,420
Total plan assets at beginning of year	2021-12-31	$3,188,580
Value of fidelity bond covering the plan	2021-12-31	$364,000
Total contributions received or receivable from participants	2021-12-31	$67,785
Other income received	2021-12-31	$343,469
Net income (gross income less expenses)	2021-12-31	$442,840
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,631,420
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,188,580
Assets. Value of participant loans	2021-12-31	$40,377
Total contributions received or receivable from employer(s)	2021-12-31	$59,084
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$631,030
Expenses. Total of all expenses incurred	2020-12-31	$28,821
Benefits paid (including direct rollovers)	2020-12-31	$8,677
Total plan assets at end of year	2020-12-31	$3,188,580
Total plan assets at beginning of year	2020-12-31	$2,586,371
Value of fidelity bond covering the plan	2020-12-31	$319,000
Total contributions received or receivable from participants	2020-12-31	$62,930
Other income received	2020-12-31	$515,906
Net income (gross income less expenses)	2020-12-31	$602,209
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,188,580
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,586,371
Assets. Value of participant loans	2020-12-31	$47,572
Total contributions received or receivable from employer(s)	2020-12-31	$52,194
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$20,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$587,500
Expenses. Total of all expenses incurred	2019-12-31	$59,671
Benefits paid (including direct rollovers)	2019-12-31	$42,023
Total plan assets at end of year	2019-12-31	$2,586,371
Total plan assets at beginning of year	2019-12-31	$2,058,542
Value of fidelity bond covering the plan	2019-12-31	$265,000
Total contributions received or receivable from participants	2019-12-31	$58,818
Other income received	2019-12-31	$474,985
Net income (gross income less expenses)	2019-12-31	$527,829
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,586,371
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,058,542
Assets. Value of participant loans	2019-12-31	$7,593
Total contributions received or receivable from employer(s)	2019-12-31	$53,697
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-48,006
Expenses. Total of all expenses incurred	2018-12-31	$36,822
Benefits paid (including direct rollovers)	2018-12-31	$19,939
Total plan assets at end of year	2018-12-31	$2,058,542
Total plan assets at beginning of year	2018-12-31	$2,143,370
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$55,916
Other income received	2018-12-31	$-155,988
Net income (gross income less expenses)	2018-12-31	$-84,828
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,058,542
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,143,370
Assets. Value of participant loans	2018-12-31	$16,660
Total contributions received or receivable from employer(s)	2018-12-31	$52,066
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$442,372
Expenses. Total of all expenses incurred	2017-12-31	$13,795
Total plan assets at end of year	2017-12-31	$2,143,370
Total plan assets at beginning of year	2017-12-31	$1,714,793
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$56,224
Other income received	2017-12-31	$332,107
Net income (gross income less expenses)	2017-12-31	$428,577
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,143,370
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,714,793
Assets. Value of participant loans	2017-12-31	$35,445
Total contributions received or receivable from employer(s)	2017-12-31	$54,041
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,795
2016 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$226,759
Expenses. Total of all expenses incurred	2016-12-31	$12,728
Total plan assets at end of year	2016-12-31	$1,714,793
Total plan assets at beginning of year	2016-12-31	$1,500,762
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$53,807
Other income received	2016-12-31	$120,087
Net income (gross income less expenses)	2016-12-31	$214,031
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,714,793
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,500,762
Assets. Value of participant loans	2016-12-31	$47,749
Total contributions received or receivable from employer(s)	2016-12-31	$52,865
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,728
2015 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$86,577
Expenses. Total of all expenses incurred	2015-12-31	$10,817
Total plan assets at end of year	2015-12-31	$1,500,762
Total plan assets at beginning of year	2015-12-31	$1,425,002
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$47,550
Other income received	2015-12-31	$-9,989
Net income (gross income less expenses)	2015-12-31	$75,760
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,500,762
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,425,002
Assets. Value of participant loans	2015-12-31	$58,560
Total contributions received or receivable from employer(s)	2015-12-31	$49,016
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,817
2014 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$184,973
Expenses. Total of all expenses incurred	2014-12-31	$13,977
Benefits paid (including direct rollovers)	2014-12-31	$5,190
Total plan assets at end of year	2014-12-31	$1,425,002
Total plan assets at beginning of year	2014-12-31	$1,254,006
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$48,853
Other income received	2014-12-31	$86,454
Net income (gross income less expenses)	2014-12-31	$170,996
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,425,002
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,254,006
Total contributions received or receivable from employer(s)	2014-12-31	$49,666
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,787
2013 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$290,249
Expenses. Total of all expenses incurred	2013-12-31	$6,771
Total plan assets at end of year	2013-12-31	$1,254,006
Total plan assets at beginning of year	2013-12-31	$970,528
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$44,423
Other income received	2013-12-31	$192,881
Net income (gross income less expenses)	2013-12-31	$283,478
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,254,006
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$970,528
Total contributions received or receivable from employer(s)	2013-12-31	$52,945
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,771
2012 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$183,371
Expenses. Total of all expenses incurred	2012-12-31	$1,268
Total plan assets at end of year	2012-12-31	$970,528
Total plan assets at beginning of year	2012-12-31	$788,425
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$48,787
Other income received	2012-12-31	$89,322
Net income (gross income less expenses)	2012-12-31	$182,103
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$970,528
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$788,425
Total contributions received or receivable from employer(s)	2012-12-31	$45,262
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,268
2011 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,190
Expenses. Total of all expenses incurred	2011-12-31	$1,018
Total plan assets at end of year	2011-12-31	$788,425
Total plan assets at beginning of year	2011-12-31	$736,253
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$44,239
Other income received	2011-12-31	$-34,981
Net income (gross income less expenses)	2011-12-31	$52,172
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$788,425
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$736,253
Total contributions received or receivable from employer(s)	2011-12-31	$43,932
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,018
2010 : JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$131,678
Expenses. Total of all expenses incurred	2010-12-31	$12,432
Benefits paid (including direct rollovers)	2010-12-31	$12,432
Total plan assets at end of year	2010-12-31	$736,253
Total plan assets at beginning of year	2010-12-31	$617,007
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$41,808
Other income received	2010-12-31	$53,023
Net income (gross income less expenses)	2010-12-31	$119,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$736,253
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$617,007
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$1,379
Total contributions received or receivable from employer(s)	2010-12-31	$36,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN

2021: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES P. KOSTAS, DMD, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	86947
Policy instance	1

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Company Name:	JAMES P. KOSTAS, DMD, PC
Employer identification number (EIN):	800021556
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JAMES KOSTAS	2024-07-31
002	2022-01-01	JAMES KOSTAS	2023-05-31
002	2021-01-01
002	2021-01-01	JAMES KOSTAS
002	2020-01-01
002	2019-01-01
002	2018-01-01	JAMES KOSTAS
002	2017-01-01	JAMES KOSTAS
002	2016-01-01	JAMES KOSTAS
002	2015-01-01	JAMES KOSTAS
002	2014-01-01	JAMES KOSTAS
002	2013-01-01	JAMES KOSTAS
002	2012-01-01	JAMES KOSTAS
002	2011-01-01	JAMES KOSTAS
002	2010-01-01	JAMES KOSTAS
002	2009-01-01	JAMES KOSTAS