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DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameDAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID J KOSEK DMD PHD LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID J KOSEK DMD PHD LLC
Employer identification number (EIN):821586948
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID KOSEK2024-10-14
0012022-01-01DAVID J KOSEK2023-04-24
0012021-01-01DAVID J KOSEK2022-07-09
0012020-01-01DAVID J KOSEK2021-04-22
0012019-01-01DAVID J KOSEK2020-04-28
0012018-01-01DAVID J KOSEK2019-06-20
0012017-01-01EDWARD ROJAS2018-07-10

Financial Data on DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-09-336495
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-098183
Net assets as of the end of the plan year2025-10-090
Total assets as of the beginning of the plan year2025-10-09227894
Value of plan covered by a fidelity bond2025-10-09385000
Participant contributions to plan in this plan year2025-10-0942597
Other income to plan in this plan year2025-10-0950849
Plan net income in this plan year2025-10-09108601
Net assets as of the end of the plan year2025-10-090
Net assets as of the beginning of the plan year2025-10-09227894
Employer contributions to plan in this plan year2025-10-0923338
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09255
2024 : DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-148183
Net assets as of the end of the plan year2024-10-14336495
Total assets as of the beginning of the plan year2024-10-14227894
Value of plan covered by a fidelity bond2024-10-14385000
Participant contributions to plan in this plan year2024-10-1442597
Other income to plan in this plan year2024-10-1450849
Plan net income in this plan year2024-10-14108601
Net assets as of the end of the plan year2024-10-14336495
Net assets as of the beginning of the plan year2024-10-14227894
Employer contributions to plan in this plan year2024-10-1423338
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14255
2022 : DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0917846
Net assets as of the end of the plan year2022-07-09254126
Total assets as of the beginning of the plan year2022-07-09190163
Value of plan covered by a fidelity bond2022-07-09385000
Participant contributions to plan in this plan year2022-07-0933604
Other contributions to plan in this plan year2022-07-094124
Other income to plan in this plan year2022-07-0928320
Plan net income in this plan year2022-07-0963963
Net assets as of the end of the plan year2022-07-09254126
Net assets as of the beginning of the plan year2022-07-09190163
Employer contributions to plan in this plan year2022-07-0915761
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-09255

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