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COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN
Plan identification number 003

COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COPPOLA & DORMAN PSC has sponsored the creation of one or more 401k plans.

Company Name:COPPOLA & DORMAN PSC
Employer identification number (EIN):610870683
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-02-01
0032019-02-01
0032018-02-01
0032017-02-01
0032017-02-01
0032017-02-01
0032016-02-01
0032015-02-01
0032014-02-01
0032013-02-01
0032012-02-01CARL D. COPPOLA, MD
0032011-02-01CARL D. COPPOLA, MD
0032010-02-01CARL D. COPPOLA
0032009-02-01CARL D COPPOLA CARL D COPPOLA2010-05-14
0032009-02-01CARL D. COPPOLA
0032009-02-01CARL D. COPPOLA

Plan Statistics for COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-017
Total number of active participants reported on line 7a of the Form 55002018-02-014
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-013
Total of all active and inactive participants2018-02-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-017
Number of participants with account balances2018-02-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-016
Total number of active participants reported on line 7a of the Form 55002017-02-015
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-015
Number of participants with account balances2017-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-019
Total number of active participants reported on line 7a of the Form 55002016-02-014
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-014
Total of all active and inactive participants2016-02-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-018
Number of participants with account balances2016-02-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-012
2015: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-019
Total number of active participants reported on line 7a of the Form 55002015-02-017
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-012
Total of all active and inactive participants2015-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-019
Number of participants with account balances2015-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-011
2014: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-018
Total number of active participants reported on line 7a of the Form 55002014-02-018
Number of other retired or separated participants entitled to future benefits2014-02-011
Total of all active and inactive participants2014-02-019
Total participants2014-02-019
Number of participants with account balances2014-02-019
2013: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-018
Total number of active participants reported on line 7a of the Form 55002013-02-017
Number of other retired or separated participants entitled to future benefits2013-02-011
Total of all active and inactive participants2013-02-018
Total participants2013-02-018
Number of participants with account balances2013-02-018
2012: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-017
Total number of active participants reported on line 7a of the Form 55002012-02-018
Total of all active and inactive participants2012-02-018
Total participants2012-02-018
Number of participants with account balances2012-02-018
2011: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-018
Total number of active participants reported on line 7a of the Form 55002011-02-016
Number of other retired or separated participants entitled to future benefits2011-02-011
Total of all active and inactive participants2011-02-017
Total participants2011-02-017
Number of participants with account balances2011-02-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-018
Total number of active participants reported on line 7a of the Form 55002010-02-018
Total of all active and inactive participants2010-02-018
Total participants2010-02-018
Number of participants with account balances2010-02-018
2009: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-018
Total number of active participants reported on line 7a of the Form 55002009-02-018
Total of all active and inactive participants2009-02-018
Total participants2009-02-018
Number of participants with account balances2009-02-018

Financial Data on COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-01-31$-93,057
Expenses. Total of all expenses incurred2019-01-31$89,247
Benefits paid (including direct rollovers)2019-01-31$71,626
Total plan assets at end of year2019-01-31$1,391,131
Total plan assets at beginning of year2019-01-31$1,573,435
Value of fidelity bond covering the plan2019-01-31$140,000
Total contributions received or receivable from participants2019-01-31$13,000
Other income received2019-01-31$-112,124
Net income (gross income less expenses)2019-01-31$-182,304
Net plan assets at end of year (total assets less liabilities)2019-01-31$1,391,131
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$1,573,435
Total contributions received or receivable from employer(s)2019-01-31$6,067
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$17,621
2018 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-01-31$307,119
Expenses. Total of all expenses incurred2018-01-31$331,829
Benefits paid (including direct rollovers)2018-01-31$315,244
Total plan assets at end of year2018-01-31$1,573,435
Total plan assets at beginning of year2018-01-31$1,598,145
Value of fidelity bond covering the plan2018-01-31$160,000
Total contributions received or receivable from participants2018-01-31$25,434
Other income received2018-01-31$243,914
Net income (gross income less expenses)2018-01-31$-24,710
Net plan assets at end of year (total assets less liabilities)2018-01-31$1,573,435
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$1,598,145
Total contributions received or receivable from employer(s)2018-01-31$37,771
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$16,585
2017 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-01-31$231,832
Expenses. Total of all expenses incurred2017-01-31$26,058
Benefits paid (including direct rollovers)2017-01-31$11,426
Total plan assets at end of year2017-01-31$1,598,145
Total plan assets at beginning of year2017-01-31$1,392,371
Value of fidelity bond covering the plan2017-01-31$160,000
Total contributions received or receivable from participants2017-01-31$24,000
Other income received2017-01-31$159,359
Net income (gross income less expenses)2017-01-31$205,774
Net plan assets at end of year (total assets less liabilities)2017-01-31$1,598,145
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$1,392,371
Total contributions received or receivable from employer(s)2017-01-31$48,473
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$14,632
2016 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$-2,349
Expenses. Total of all expenses incurred2016-01-31$10,184
Total plan assets at end of year2016-01-31$1,392,371
Total plan assets at beginning of year2016-01-31$1,404,904
Value of fidelity bond covering the plan2016-01-31$141,000
Total contributions received or receivable from participants2016-01-31$23,077
Other income received2016-01-31$-81,355
Net income (gross income less expenses)2016-01-31$-12,533
Net plan assets at end of year (total assets less liabilities)2016-01-31$1,392,371
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$1,404,904
Total contributions received or receivable from employer(s)2016-01-31$55,929
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$10,184
2015 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$141,865
Expenses. Total of all expenses incurred2015-01-31$70,181
Benefits paid (including direct rollovers)2015-01-31$64,213
Total plan assets at end of year2015-01-31$1,404,904
Total plan assets at beginning of year2015-01-31$1,333,220
Value of fidelity bond covering the plan2015-01-31$134,000
Total contributions received or receivable from participants2015-01-31$23,153
Other income received2015-01-31$63,527
Net income (gross income less expenses)2015-01-31$71,684
Net plan assets at end of year (total assets less liabilities)2015-01-31$1,404,904
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$1,333,220
Total contributions received or receivable from employer(s)2015-01-31$55,185
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$5,968
2014 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$123,806
Expenses. Total of all expenses incurred2014-01-31$4,890
Total plan assets at end of year2014-01-31$1,333,220
Total plan assets at beginning of year2014-01-31$1,214,304
Value of fidelity bond covering the plan2014-01-31$122,000
Total contributions received or receivable from participants2014-01-31$23,000
Other income received2014-01-31$86,344
Net income (gross income less expenses)2014-01-31$118,916
Net plan assets at end of year (total assets less liabilities)2014-01-31$1,333,220
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$1,214,304
Total contributions received or receivable from employer(s)2014-01-31$14,462
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$4,890
2013 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$151,052
Total plan assets at end of year2013-01-31$1,214,304
Total plan assets at beginning of year2013-01-31$1,063,252
Value of fidelity bond covering the plan2013-01-31$107,000
Total contributions received or receivable from participants2013-01-31$22,500
Other income received2013-01-31$74,323
Net income (gross income less expenses)2013-01-31$151,052
Net plan assets at end of year (total assets less liabilities)2013-01-31$1,214,304
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$1,063,252
Total contributions received or receivable from employer(s)2013-01-31$54,229
2012 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$89,253
Expenses. Total of all expenses incurred2012-01-31$55,842
Benefits paid (including direct rollovers)2012-01-31$55,842
Total plan assets at end of year2012-01-31$1,063,252
Total plan assets at beginning of year2012-01-31$1,029,841
Value of fidelity bond covering the plan2012-01-31$103,000
Total contributions received or receivable from participants2012-01-31$21,154
Other income received2012-01-31$20,051
Net income (gross income less expenses)2012-01-31$33,411
Net plan assets at end of year (total assets less liabilities)2012-01-31$1,063,252
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$1,029,841
Total contributions received or receivable from employer(s)2012-01-31$48,048
2011 : COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$174,116
Total plan assets at end of year2011-01-31$1,029,841
Total plan assets at beginning of year2011-01-31$855,725
Value of fidelity bond covering the plan2011-01-31$86,000
Total contributions received or receivable from participants2011-01-31$22,000
Other income received2011-01-31$99,949
Net income (gross income less expenses)2011-01-31$174,116
Net plan assets at end of year (total assets less liabilities)2011-01-31$1,029,841
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$855,725
Total contributions received or receivable from employer(s)2011-01-31$52,167

Form 5500 Responses for COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN

2018: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: COPPOLA & DORMAN, PSC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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