401k Plan data: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN plan

RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN
Plan identification number	001

RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

RICHARD & ELIZABETH KOZAN PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: RICHARD & ELIZABETH KOZAN PARTNERS

Employer identification number (EIN): 341442799

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICHARD J. KOZAN
001 2017-01-01 RICHARD J. KOZAN
001 2016-01-01 RICHARD J. KOZAN
001 2015-01-01 RICHARD J. KOZAN
001 2014-01-01 RICHARD J. KOZAN
001 2013-01-01 RICHARD J. KOZAN
001 2012-01-01 RICHARD J. KOZAN
001 2011-01-01 RICHARD J KOZAN
001 2010-01-01 RICHARD KOZAN 2011-07-08

Plan Statistics for RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN

Measure Date Value
2021: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Total of all active and inactive participants 2012-01-01 11
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
2011: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Total of all active and inactive participants 2011-01-01 11
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11

Measure	Date	Value
2021: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Total of all active and inactive participants	2012-01-01	11
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
2011: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Total of all active and inactive participants	2011-01-01	11
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11

Financial Data on RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN

Measure	Date	Value
2021 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$483,151
Expenses. Total of all expenses incurred	2021-12-31	$4,483,552
Benefits paid (including direct rollovers)	2021-12-31	$4,483,552
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$4,000,401
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$483,151
Net income (gross income less expenses)	2021-12-31	$-4,000,401
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,000,401
2020 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$541,454
Expenses. Total of all expenses incurred	2020-12-31	$309,958
Benefits paid (including direct rollovers)	2020-12-31	$309,958
Total plan assets at end of year	2020-12-31	$4,000,401
Total plan assets at beginning of year	2020-12-31	$3,768,905
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$62,017
Other income received	2020-12-31	$398,095
Net income (gross income less expenses)	2020-12-31	$231,496
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,000,401
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,768,905
Total contributions received or receivable from employer(s)	2020-12-31	$81,342
2019 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$882,832
Total plan assets at end of year	2019-12-31	$3,768,905
Total plan assets at beginning of year	2019-12-31	$2,886,073
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$63,113
Other income received	2019-12-31	$737,229
Net income (gross income less expenses)	2019-12-31	$882,832
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,768,905
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,886,073
Total contributions received or receivable from employer(s)	2019-12-31	$82,490
2018 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$90,651
Expenses. Total of all expenses incurred	2018-12-31	$3,030
Benefits paid (including direct rollovers)	2018-12-31	$3,030
Total plan assets at end of year	2018-12-31	$2,886,073
Total plan assets at beginning of year	2018-12-31	$2,798,452
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$63,262
Other income received	2018-12-31	$-60,497
Net income (gross income less expenses)	2018-12-31	$87,621
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,886,073
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,798,452
Total contributions received or receivable from employer(s)	2018-12-31	$87,886
2017 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$530,724
Total plan assets at end of year	2017-12-31	$2,798,452
Total plan assets at beginning of year	2017-12-31	$2,267,728
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$60,696
Other income received	2017-12-31	$382,823
Net income (gross income less expenses)	2017-12-31	$530,724
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,798,452
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,267,728
Total contributions received or receivable from employer(s)	2017-12-31	$87,205
2016 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$344,009
Total plan assets at end of year	2016-12-31	$2,267,728
Total plan assets at beginning of year	2016-12-31	$1,923,719
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$59,172
Other income received	2016-12-31	$199,844
Net income (gross income less expenses)	2016-12-31	$344,009
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,267,728
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,923,719
Total contributions received or receivable from employer(s)	2016-12-31	$84,993
2015 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$109,789
Total plan assets at end of year	2015-12-31	$1,923,719
Total plan assets at beginning of year	2015-12-31	$1,813,930
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$58,503
Other income received	2015-12-31	$-31,205
Net income (gross income less expenses)	2015-12-31	$109,789
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,923,719
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,813,930
Total contributions received or receivable from employer(s)	2015-12-31	$82,491
2014 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$291,594
Expenses. Total of all expenses incurred	2014-12-31	$59,214
Benefits paid (including direct rollovers)	2014-12-31	$59,214
Total plan assets at end of year	2014-12-31	$1,813,930
Total plan assets at beginning of year	2014-12-31	$1,581,550
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$56,278
Other income received	2014-12-31	$156,764
Net income (gross income less expenses)	2014-12-31	$232,380
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,813,930
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,581,550
Total contributions received or receivable from employer(s)	2014-12-31	$78,552
2013 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$374,054
Total plan assets at end of year	2013-12-31	$1,581,550
Total plan assets at beginning of year	2013-12-31	$1,207,496
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$55,428
Other income received	2013-12-31	$244,799
Net income (gross income less expenses)	2013-12-31	$374,054
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,581,550
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,207,496
Total contributions received or receivable from employer(s)	2013-12-31	$73,827
2012 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$214,474
Total plan assets at end of year	2012-12-31	$1,207,496
Total plan assets at beginning of year	2012-12-31	$993,022
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$54,673
Other income received	2012-12-31	$86,727
Net income (gross income less expenses)	2012-12-31	$214,474
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,207,496
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$993,022
Total contributions received or receivable from employer(s)	2012-12-31	$73,074
2011 : RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$117,657
Total plan assets at end of year	2011-12-31	$993,022
Total plan assets at beginning of year	2011-12-31	$875,365
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$28,657
Net income (gross income less expenses)	2011-12-31	$117,657
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$993,022
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$875,365
Total contributions received or receivable from employer(s)	2011-12-31	$89,000

Form 5500 Responses for RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN

2021: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD & ELIZABETH KOZAN PARTNERS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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

Company Name:	RICHARD & ELIZABETH KOZAN PARTNERS
Employer identification number (EIN):	341442799
NAIC Classification:	621210
NAIC Description:	Offices of Dentists