401k Plan data: COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN plan

COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN 401k Plan overview

Plan Name	COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN
Plan identification number	002

COSTELLO DENTAL EXCELLENCE RETIREMENT 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.
Plan covering Self-Employed individuals.
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

MT. PROSPECT DENTAL EXCELLENCE LTD has sponsored the creation of one or more 401k plans.

Company Name: MT. PROSPECT DENTAL EXCELLENCE LTD

Employer identification number (EIN): 743103768

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ERNEST COSTELLO 2024-07-10
002 2022-01-01 ERNEST COSTELLO 2023-09-21
002 2021-01-01 LIZ WOJTKOWSKI 2022-06-30
002 2021-01-01 LIZ WOJTKOWSKI 2022-06-30
002 2020-01-01 ERNEST COSTELLO 2021-04-29 ERNEST COSTELLO 2021-04-29
002 2019-01-01 ERNEST L COSTELLO 2020-09-25
002 2018-01-01 ERNEST COSTELLO 2019-05-31 ERNEST COSTELLO 2019-05-31
002 2017-01-01 ERNEST L. COSTELLO 2018-09-19 ERNEST L. COSTELLO 2018-09-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ERNEST COSTELLO	2024-07-10
002	2022-01-01	ERNEST COSTELLO	2023-09-21
002	2021-01-01	LIZ WOJTKOWSKI	2022-06-30
002	2021-01-01	LIZ WOJTKOWSKI	2022-06-30
002	2020-01-01	ERNEST COSTELLO	2021-04-29	ERNEST COSTELLO	2021-04-29
002	2019-01-01	ERNEST L COSTELLO	2020-09-25
002	2018-01-01	ERNEST COSTELLO	2019-05-31	ERNEST COSTELLO	2019-05-31
002	2017-01-01	ERNEST L. COSTELLO	2018-09-19	ERNEST L. COSTELLO	2018-09-19

Financial Data on COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN

Measure	Date	Value
2025 : COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-31	6789
Net assets as of the end of the plan year	2025-05-31	1132154
Total assets as of the beginning of the plan year	2025-05-31	839199
Value of plan covered by a fidelity bond	2025-05-31	84000
Participant contributions to plan in this plan year	2025-05-31	144406
Other income to plan in this plan year	2025-05-31	115276
Plan net income in this plan year	2025-05-31	292955
Net assets as of the end of the plan year	2025-05-31	1132154
Net assets as of the beginning of the plan year	2025-05-31	839199
Employer contributions to plan in this plan year	2025-05-31	40062
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-31	6789
2024 : COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-10	19082
Net assets as of the end of the plan year	2024-07-10	839199
Total assets as of the beginning of the plan year	2024-07-10	604516
Value of plan covered by a fidelity bond	2024-07-10	61000
Participant contributions to plan in this plan year	2024-07-10	94328
Other contributions to plan in this plan year	2024-07-10	727
Other income to plan in this plan year	2024-07-10	119385
Plan net income in this plan year	2024-07-10	234683
Net assets as of the end of the plan year	2024-07-10	839199
Net assets as of the beginning of the plan year	2024-07-10	604516
Employer contributions to plan in this plan year	2024-07-10	39325
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-10	5089
2022 : COSTELLO DENTAL EXCELLENCE RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-06-30	0
Total expenses incurred by plan in this plan year	2022-06-30	6250
Net assets as of the end of the plan year	2022-06-30	628585
Total assets as of the beginning of the plan year	2022-06-30	441697
Value of plan covered by a fidelity bond	2022-06-30	30000
Participant contributions to plan in this plan year	2022-06-30	83567
Other income to plan in this plan year	2022-06-30	78897
Plan net income in this plan year	2022-06-30	186888
Net assets as of the end of the plan year	2022-06-30	628585
Net assets as of the beginning of the plan year	2022-06-30	441697
Employer contributions to plan in this plan year	2022-06-30	30674
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-30	4020

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Company Name:	MT. PROSPECT DENTAL EXCELLENCE LTD
Employer identification number (EIN):	743103768
NAIC Classification:	621210
NAIC Description:	Offices of Dentists