401k Plan data: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN plan

KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 401k Plan overview

Plan Name	KOSKI PROFESSIONAL GROUP P.C. 401K PLAN
Plan identification number	003

KOSKI PROFESSIONAL GROUP P.C. 401K PLAN Benefits

401k Plan Type

Defined 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.
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

KOSKI PROFESSIONAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KOSKI PROFESSIONAL GROUP, P.C.

Employer identification number (EIN): 470742720

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 MICHELLE THORNBURG 2023-07-19 MICHELLE THORNBURG 2023-07-19
003 2021-01-01 MICHELLE THORNBURG 2022-09-10 MICHELLE THORNBURG 2022-09-10
003 2020-01-01 RANDALL KOSKI 2021-07-27 RANDALL KOSKI 2021-07-27
003 2019-01-01 RANDALL KOSKI 2020-10-14 RANDALL KOSKI 2020-10-14
003 2018-01-01 RANDALL KOSKI 2019-07-29 RANDALL KOSKI 2019-07-29
003 2017-01-01 RANDALL KOSKI 2018-08-24 RANDALL KOSKI 2018-08-24
003 2016-01-01 RANDALL KOSKI 2017-07-26 RANDALL KOSKI 2017-07-26
003 2015-01-01 RANDALL KOSKI 2016-07-22 RANDALL KOSKI 2016-07-22
003 2014-01-01 RANDALL KOSKI 2015-07-30 RANDALL KOSKI 2015-07-30
003 2013-01-01 RANDALL KOSKI 2014-07-24 RANDALL KOSKI 2014-07-24
003 2012-01-01 RANDALL KOSKI 2013-10-01 RANDALL KOSKI 2013-10-01
003 2011-01-01 RANDALL K KOSKI RANDALL KOSKI 2012-09-17
003 2010-01-01 RANDALL K KOSKI RANDALL KOSKI 2011-09-15
003 2009-01-01 RANDALL K KOSKI
003 2009-01-01 RANDALL K KOSKI RANDALL KOSKI 2010-09-15
003 2009-01-01 RANDALL K KOSKI RANDALL K KOSKI 2010-09-14
003 2009-01-01 RANDALL K KOSKI RANDALL KOSKI 2010-09-15
003 2009-01-01 RANDALL K KOSKI RANDALL K KOSKI 2010-09-15
003 2009-01-01 RANDALL K KOSKI RANDALL K KOSKI 2010-09-14
003 2009-01-01 RANDALL K KOSKI RANDALL KOSKI 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	MICHELLE THORNBURG	2023-07-19	MICHELLE THORNBURG	2023-07-19
003	2021-01-01	MICHELLE THORNBURG	2022-09-10	MICHELLE THORNBURG	2022-09-10
003	2020-01-01	RANDALL KOSKI	2021-07-27	RANDALL KOSKI	2021-07-27
003	2019-01-01	RANDALL KOSKI	2020-10-14	RANDALL KOSKI	2020-10-14
003	2018-01-01	RANDALL KOSKI	2019-07-29	RANDALL KOSKI	2019-07-29
003	2017-01-01	RANDALL KOSKI	2018-08-24	RANDALL KOSKI	2018-08-24
003	2016-01-01	RANDALL KOSKI	2017-07-26	RANDALL KOSKI	2017-07-26
003	2015-01-01	RANDALL KOSKI	2016-07-22	RANDALL KOSKI	2016-07-22
003	2014-01-01	RANDALL KOSKI	2015-07-30	RANDALL KOSKI	2015-07-30
003	2013-01-01	RANDALL KOSKI	2014-07-24	RANDALL KOSKI	2014-07-24
003	2012-01-01	RANDALL KOSKI	2013-10-01	RANDALL KOSKI	2013-10-01
003	2011-01-01	RANDALL K KOSKI		RANDALL KOSKI	2012-09-17
003	2010-01-01	RANDALL K KOSKI		RANDALL KOSKI	2011-09-15
003	2009-01-01	RANDALL K KOSKI
003	2009-01-01	RANDALL K KOSKI		RANDALL KOSKI	2010-09-15
003	2009-01-01	RANDALL K KOSKI		RANDALL K KOSKI	2010-09-14
003	2009-01-01	RANDALL K KOSKI		RANDALL KOSKI	2010-09-15
003	2009-01-01	RANDALL K KOSKI		RANDALL K KOSKI	2010-09-15
003	2009-01-01	RANDALL K KOSKI		RANDALL K KOSKI	2010-09-14
003	2009-01-01	RANDALL K KOSKI		RANDALL KOSKI	2010-09-15

Plan Statistics for KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

401k plan membership statisitcs for KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

Measure Date Value
2011: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
2009: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2011: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
2009: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

Measure	Date	Value
2011 : KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,290
Expenses. Total of all expenses incurred	2011-12-31	$16,719
Benefits paid (including direct rollovers)	2011-12-31	$13,878
Total plan assets at end of year	2011-12-31	$697,647
Total plan assets at beginning of year	2011-12-31	$630,076
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$80,431
Expenses. Other expenses not covered elsewhere	2011-12-31	$100
Other income received	2011-12-31	$-34,039
Net income (gross income less expenses)	2011-12-31	$67,571
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$697,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$630,076
Total contributions received or receivable from employer(s)	2011-12-31	$37,898
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,741
2010 : KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$162,393
Expenses. Total of all expenses incurred	2010-12-31	$2,734
Total plan assets at end of year	2010-12-31	$630,076
Total plan assets at beginning of year	2010-12-31	$470,417
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$66,916
Other income received	2010-12-31	$62,603
Net income (gross income less expenses)	2010-12-31	$159,659
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$630,076
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$470,417
Total contributions received or receivable from employer(s)	2010-12-31	$32,874
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,734

Form 5500 Responses for KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

2011: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: KOSKI PROFESSIONAL GROUP P.C. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

937931

Policy instance

Insurance contract or identification number	937931
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,741
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

937931

Policy instance

Insurance contract or identification number	937931
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,734
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,734
Insurance broker organization code?	3
Insurance broker name	ROBERT C FOSTER

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Company Name:	KOSKI PROFESSIONAL GROUP, P.C.
Employer identification number (EIN):	470742720
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants