401k Plan data: PHILIP E. KOCH, DMD, PC 401K PLAN plan

PHILIP E. KOCH, DMD, PC 401K PLAN 401k Plan overview

Plan Name	PHILIP E. KOCH, DMD, PC 401K PLAN
Plan identification number	004

PHILIP E. KOCH, DMD, PC 401K 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
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.
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

PHILIP E. KOCH, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: PHILIP E. KOCH, DMD, PC

Employer identification number (EIN): 581439867

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP E. KOCH, DMD, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 PHILIP KOCH 2023-09-18
004 2021-01-01 PHILIP KOCH 2022-06-27
004 2020-01-01 PHILIP KOCH 2021-09-07
004 2019-01-01
004 2019-01-01 PHILIP KOCH 2020-12-21
004 2018-01-01 PHILIP E. KOCH, DMD 2019-10-09
004 2017-01-01 PHILIP E. KOCH, DMD 2018-09-27
004 2016-01-01 PHILIP E. KOCH, DMD 2017-06-07
004 2015-01-01 PHILIP E. KOCH, DMD 2016-10-04
004 2014-01-01 PHILIP E. KOCH, DMD 2016-10-04
004 2014-01-01 PHILIP E. KOCH, DMD 2015-10-07
004 2013-01-01 PHILIP E. KOCH, DMD
004 2012-01-01 PHILIP E. KOCH, DMD
004 2011-01-01 PHILIP E. KOCH, DMD
004 2010-01-01 PHILIP E. KOCH, DMD
004 2009-01-01 PHILIP E. KOCH, DMD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01	PHILIP KOCH	2023-09-18
004	2021-01-01	PHILIP KOCH	2022-06-27
004	2020-01-01	PHILIP KOCH	2021-09-07
004	2019-01-01
004	2019-01-01	PHILIP KOCH	2020-12-21
004	2018-01-01	PHILIP E. KOCH, DMD	2019-10-09
004	2017-01-01	PHILIP E. KOCH, DMD	2018-09-27
004	2016-01-01	PHILIP E. KOCH, DMD	2017-06-07
004	2015-01-01	PHILIP E. KOCH, DMD	2016-10-04
004	2014-01-01	PHILIP E. KOCH, DMD	2016-10-04
004	2014-01-01	PHILIP E. KOCH, DMD	2015-10-07
004	2013-01-01	PHILIP E. KOCH, DMD
004	2012-01-01	PHILIP E. KOCH, DMD
004	2011-01-01	PHILIP E. KOCH, DMD
004	2010-01-01	PHILIP E. KOCH, DMD
004	2009-01-01	PHILIP E. KOCH, DMD

Plan Statistics for PHILIP E. KOCH, DMD, PC 401K PLAN

401k plan membership statisitcs for PHILIP E. KOCH, DMD, PC 401K PLAN

Measure Date Value
2013: PHILIP E. KOCH, DMD, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILIP E. KOCH, DMD, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHILIP E. KOCH, DMD, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: PHILIP E. KOCH, DMD, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHILIP E. KOCH, DMD, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 3
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: PHILIP E. KOCH, DMD, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILIP E. KOCH, DMD, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHILIP E. KOCH, DMD, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: PHILIP E. KOCH, DMD, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHILIP E. KOCH, DMD, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	3
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PHILIP E. KOCH, DMD, PC 401K PLAN

Measure	Date	Value
2013 : PHILIP E. KOCH, DMD, PC 401K PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$1,333
Total income from all sources	2013-12-31	$192,877
Total plan assets at end of year	2013-12-31	$2,302,668
Total plan assets at beginning of year	2013-12-31	$2,111,124
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Contributions received from other sources (not participants or employers)	2013-12-31	$60,520
Other income received	2013-12-31	$61,768
Net income (gross income less expenses)	2013-12-31	$192,877
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,302,668
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,109,791
Total contributions received or receivable from employer(s)	2013-12-31	$47,589
2012 : PHILIP E. KOCH, DMD, PC 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,333
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$226,354
Total plan assets at end of year	2012-12-31	$2,111,124
Total plan assets at beginning of year	2012-12-31	$1,883,437
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$156,945
Net income (gross income less expenses)	2012-12-31	$226,354
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,109,791
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,883,437
Total contributions received or receivable from employer(s)	2012-12-31	$46,909
2011 : PHILIP E. KOCH, DMD, PC 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$126,679
Expenses. Total of all expenses incurred	2011-12-31	$363,091
Benefits paid (including direct rollovers)	2011-12-31	$363,076
Total plan assets at end of year	2011-12-31	$1,883,437
Total plan assets at beginning of year	2011-12-31	$2,119,849
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$15
Other income received	2011-12-31	$60,670
Net income (gross income less expenses)	2011-12-31	$-236,412
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,883,437
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,119,849
Total contributions received or receivable from employer(s)	2011-12-31	$44,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHILIP E. KOCH, DMD, PC 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,919,906
Expenses. Total of all expenses incurred	2010-12-31	$952
Benefits paid (including direct rollovers)	2010-12-31	$952
Total plan assets at end of year	2010-12-31	$2,119,849
Total plan assets at beginning of year	2010-12-31	$200,895
Value of fidelity bond covering the plan	2010-12-31	$212,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Contributions received from other sources (not participants or employers)	2010-12-31	$1,839,417
Noncash contributions received	2010-12-31	$15,587
Net income (gross income less expenses)	2010-12-31	$1,918,954
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,119,849
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$200,895
Total contributions received or receivable from employer(s)	2010-12-31	$42,902
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 PHILIP E. KOCH, DMD, PC 401K PLAN

2013: PHILIP E. KOCH, DMD, PC 401K 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: PHILIP E. KOCH, DMD, PC 401K 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: PHILIP E. KOCH, DMD, PC 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHILIP E. KOCH, DMD, PC 401K 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILIP E. KOCH, DMD, PC 401K 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILIP E. KOCH, DMD, PC
Employer identification number (EIN):	581439867
NAIC Classification:	621210
NAIC Description:	Offices of Dentists