401k Plan data: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN plan

JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING 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
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.
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

JOSEPH R. COHEN, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH R. COHEN, D.D.S., INC.

Employer identification number (EIN): 860290476

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEANETTE WEBSTER JEANETTE WEBSTER 2018-07-23
001 2016-09-01 JEANETTE WEBSTER JEANETTE WEBSTER 2017-07-06
001 2015-09-01 JEANETTE WEBSTER JEANETTE WEBSTER 2016-12-01
001 2014-09-01 JOSEPH COHEN JOSEPH COHEN 2015-12-07
001 2013-09-01 JOSEPH COHEN JOSEPH COHEN 2015-01-12
001 2012-09-01 JOSEPH COHEN JOSEPH COHEN 2014-01-13
001 2011-09-01 JOSEPH COHEN JOSEPH COHEN 2013-01-09
001 2010-09-01 JOSEPH COHEN JOSEPH COHEN 2012-02-19
001 2009-09-01 JOSEPH R. COHEN, D.D.S., P.C. JOSEPH R. COHEN, D.D.S., P.C. 2010-12-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEANETTE WEBSTER	JEANETTE WEBSTER	2018-07-23
001	2016-09-01	JEANETTE WEBSTER	JEANETTE WEBSTER	2017-07-06
001	2015-09-01	JEANETTE WEBSTER	JEANETTE WEBSTER	2016-12-01
001	2014-09-01	JOSEPH COHEN	JOSEPH COHEN	2015-12-07
001	2013-09-01	JOSEPH COHEN	JOSEPH COHEN	2015-01-12
001	2012-09-01	JOSEPH COHEN	JOSEPH COHEN	2014-01-13
001	2011-09-01	JOSEPH COHEN	JOSEPH COHEN	2013-01-09
001	2010-09-01	JOSEPH COHEN	JOSEPH COHEN	2012-02-19
001	2009-09-01	JOSEPH R. COHEN, D.D.S., P.C.	JOSEPH R. COHEN, D.D.S., P.C.	2010-12-15

Plan Statistics for JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
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 7
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 7
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 7
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
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 9
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
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 8
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 10
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 8
Total of all active and inactive participants 2016-09-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 18
Number of participants with account balances 2016-09-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 6
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 10
Total of all active and inactive participants 2015-09-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 16
Number of participants with account balances 2015-09-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 16
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 8
Total of all active and inactive participants 2014-09-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 24
Number of participants with account balances 2014-09-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 13
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 8
Total of all active and inactive participants 2013-09-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 21
Number of participants with account balances 2013-09-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 18
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 7
Total of all active and inactive participants 2012-09-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 25
Number of participants with account balances 2012-09-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 12
Number of retired or separated participants receiving benefits 2011-09-01 7
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 19
Number of participants with account balances 2011-09-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 13
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 8
Total of all active and inactive participants 2010-09-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 21
Number of participants with account balances 2010-09-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 13
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 7
Total of all active and inactive participants 2009-09-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 20
Number of participants with account balances 2009-09-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2022: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
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	7
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	7
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	7
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
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	9
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
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	8
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	10
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	8
Total of all active and inactive participants	2016-09-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	18
Number of participants with account balances	2016-09-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	6
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	10
Total of all active and inactive participants	2015-09-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	16
Number of participants with account balances	2015-09-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	16
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	8
Total of all active and inactive participants	2014-09-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	24
Number of participants with account balances	2014-09-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	13
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	8
Total of all active and inactive participants	2013-09-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	21
Number of participants with account balances	2013-09-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	18
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	7
Total of all active and inactive participants	2012-09-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	25
Number of participants with account balances	2012-09-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	12
Number of retired or separated participants receiving benefits	2011-09-01	7
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	19
Number of participants with account balances	2011-09-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	13
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	8
Total of all active and inactive participants	2010-09-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	21
Number of participants with account balances	2010-09-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	13
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	7
Total of all active and inactive participants	2009-09-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	20
Number of participants with account balances	2009-09-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,868
Expenses. Total of all expenses incurred	2022-12-31	$1,500
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$586,105
Total plan assets at beginning of year	2022-12-31	$590,473
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,868
Net income (gross income less expenses)	2022-12-31	$-4,368
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$586,105
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$590,473
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2022-12-31	$50,000
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,500
2021 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,204
Expenses. Total of all expenses incurred	2021-12-31	$9,208
Benefits paid (including direct rollovers)	2021-12-31	$7,508
Total plan assets at end of year	2021-12-31	$590,473
Total plan assets at beginning of year	2021-12-31	$597,477
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,204
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-7,004
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$590,473
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$597,477
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2021-12-31	$50,000
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,606
Expenses. Total of all expenses incurred	2020-12-31	$1,500
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$597,477
Total plan assets at beginning of year	2020-12-31	$596,371
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,606
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,106
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$597,477
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$596,371
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2020-12-31	$50,000
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$105,336
Expenses. Total of all expenses incurred	2019-12-31	$203,861
Benefits paid (including direct rollovers)	2019-12-31	$202,936
Total plan assets at end of year	2019-12-31	$596,371
Total plan assets at beginning of year	2019-12-31	$694,896
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$900
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$104,436
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-98,525
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$596,371
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$694,896
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2019-12-31	$50,000
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-73,984
Expenses. Total of all expenses incurred	2018-12-31	$383,953
Benefits paid (including direct rollovers)	2018-12-31	$383,683
Total plan assets at end of year	2018-12-31	$694,896
Total plan assets at beginning of year	2018-12-31	$1,152,833
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$2,600
Other income received	2018-12-31	$-76,584
Net income (gross income less expenses)	2018-12-31	$-457,937
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$694,896
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,152,833
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2018-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$107,403
Expenses. Total of all expenses incurred	2017-12-31	$17,037
Benefits paid (including direct rollovers)	2017-12-31	$17,012
Total plan assets at end of year	2017-12-31	$1,152,833
Total plan assets at beginning of year	2017-12-31	$1,062,467
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$5,023
Other income received	2017-12-31	$102,380
Net income (gross income less expenses)	2017-12-31	$90,366
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,152,833
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,062,467
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$79,000
Assets. Value of real-estate (other than employer real property)	2017-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$21,251
Expenses. Total of all expenses incurred	2016-12-31	$23,355
Benefits paid (including direct rollovers)	2016-12-31	$19,679
Total plan assets at end of year	2016-12-31	$1,062,467
Total plan assets at beginning of year	2016-12-31	$1,064,571
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$10,532
Noncash contributions received	2016-12-31	$10,719
Net income (gross income less expenses)	2016-12-31	$-2,104
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,062,467
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,064,571
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$78,849
Assets. Value of real-estate (other than employer real property)	2016-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Total income from all sources	2016-08-31	$70,959
Expenses. Total of all expenses incurred	2016-08-31	$87,915
Benefits paid (including direct rollovers)	2016-08-31	$81,956
Total plan assets at end of year	2016-08-31	$1,064,571
Total plan assets at beginning of year	2016-08-31	$1,081,527
Value of fidelity bond covering the plan	2016-08-31	$150,000
Total contributions received or receivable from participants	2016-08-31	$30,257
Other income received	2016-08-31	$40,702
Net income (gross income less expenses)	2016-08-31	$-16,956
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$1,064,571
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$1,081,527
Assets. Value of assets in partnership/joint-venture interests	2016-08-31	$86,088
Assets. Value of real-estate (other than employer real property)	2016-08-31	$50,000
Value of certain deemed distributions of participant loans	2016-08-31	$5,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
2015 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$54,143
Expenses. Total of all expenses incurred	2015-08-31	$25,748
Benefits paid (including direct rollovers)	2015-08-31	$19,842
Total plan assets at end of year	2015-08-31	$1,081,527
Total plan assets at beginning of year	2015-08-31	$1,053,132
Value of fidelity bond covering the plan	2015-08-31	$150,000
Total contributions received or receivable from participants	2015-08-31	$74,044
Other income received	2015-08-31	$-19,901
Net income (gross income less expenses)	2015-08-31	$28,395
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$1,081,527
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$1,053,132
Assets. Value of assets in partnership/joint-venture interests	2015-08-31	$92,727
Assets. Value of real-estate (other than employer real property)	2015-08-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$5,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$2,157
Total income from all sources	2014-08-31	$122,824
Expenses. Total of all expenses incurred	2014-08-31	$9,138
Benefits paid (including direct rollovers)	2014-08-31	$9,138
Total plan assets at end of year	2014-08-31	$1,053,132
Total plan assets at beginning of year	2014-08-31	$941,603
Value of fidelity bond covering the plan	2014-08-31	$150,000
Total contributions received or receivable from participants	2014-08-31	$28,316
Other income received	2014-08-31	$94,508
Net income (gross income less expenses)	2014-08-31	$113,686
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$1,053,132
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$939,446
Assets. Value of assets in partnership/joint-venture interests	2014-08-31	$91,990
Assets. Value of real-estate (other than employer real property)	2014-08-31	$50,000
2013 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$2,157
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$90,691
Expenses. Total of all expenses incurred	2013-08-31	$6,018
Total plan assets at end of year	2013-08-31	$941,603
Total plan assets at beginning of year	2013-08-31	$854,773
Value of fidelity bond covering the plan	2013-08-31	$150,000
Total contributions received or receivable from participants	2013-08-31	$42,678
Other income received	2013-08-31	$48,013
Net income (gross income less expenses)	2013-08-31	$84,673
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$939,446
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$854,773
Assets. Value of assets in partnership/joint-venture interests	2013-08-31	$94,864
Assets. Value of real-estate (other than employer real property)	2013-08-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$6,018
2012 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$82,330
Expenses. Total of all expenses incurred	2012-08-31	$134,402
Benefits paid (including direct rollovers)	2012-08-31	$127,144
Total plan assets at end of year	2012-08-31	$854,773
Total plan assets at beginning of year	2012-08-31	$906,845
Value of fidelity bond covering the plan	2012-08-31	$150,000
Total contributions received or receivable from participants	2012-08-31	$33,121
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$49,209
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$-52,072
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$854,773
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$906,845
Assets. Value of assets in partnership/joint-venture interests	2012-08-31	$148,597
Total contributions received or receivable from employer(s)	2012-08-31	$0
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$7,258
2011 : JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$127,991
Expenses. Total of all expenses incurred	2011-08-31	$9,812
Benefits paid (including direct rollovers)	2011-08-31	$0
Total plan assets at end of year	2011-08-31	$906,845
Total plan assets at beginning of year	2011-08-31	$788,666
Value of fidelity bond covering the plan	2011-08-31	$107,000
Total contributions received or receivable from participants	2011-08-31	$52,619
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$50,372
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$118,179
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$906,845
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$788,666
Assets. Value of assets in partnership/joint-venture interests	2011-08-31	$103,646
Total contributions received or receivable from employer(s)	2011-08-31	$25,000
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$9,812

Form 5500 Responses for JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

2022: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH R. COHEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	9
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $67
Total amount of fees paid to insurance company	USD $7
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67
Insurance broker organization code?	3
Amount paid for insurance broker fees	7
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $105
Total amount of fees paid to insurance company	USD $11
Are there contracts with allocated funds for group deferred annuity?	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 $105
Insurance broker organization code?	3
Amount paid for insurance broker fees	11

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	11
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $105
Total amount of fees paid to insurance company	USD $11
Are there contracts with allocated funds for group deferred annuity?	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 $105
Insurance broker organization code?	3
Amount paid for insurance broker fees	11

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	16
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $366
Total amount of fees paid to insurance company	USD $54
Are there contracts with allocated funds for group deferred annuity?	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 $366
Insurance broker organization code?	3
Amount paid for insurance broker fees	54
Additional information about fees paid to insurance broker	SERVICE FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	13
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,251
Total amount of fees paid to insurance company	USD $255
Are there contracts with allocated funds for group deferred annuity?	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 $2,251
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	255

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	15
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,900
Total amount of fees paid to insurance company	USD $307
Are there contracts with allocated funds for group deferred annuity?	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 $2,900
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	307
Insurance broker name	PENSION STRATEGIES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	15
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Total amount of commissions paid to insurance broker	USD $2,806
Total amount of fees paid to insurance company	USD $435
Are there contracts with allocated funds for group deferred annuity?	Yes
Commission paid to Insurance Broker	USD $2,806
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	435
Insurance broker name	PENSION STRATEGIES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	17
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $2,620
Total amount of fees paid to insurance company	USD $286
Are there contracts with allocated funds for group deferred annuity?	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 $2,620
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	PENSION STRATEGIES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	17
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $2,609
Total amount of fees paid to insurance company	USD $237
Are there contracts with allocated funds for group deferred annuity?	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 $2,609
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	PENSION STRATEGIES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	21
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $3,106
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Commission paid to Insurance Broker	USD $1,574
Insurance broker organization code?	3
Insurance broker name	CROWN CAPITAL INSURANCE AGENCY, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106034

Policy instance

Insurance contract or identification number	106034
Number of Individuals Covered	19
Insurance policy start date	2012-06-15
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $4,927
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOSEPH R. COHEN, D.D.S., INC.
Employer identification number (EIN):	860290476
NAIC Classification:	621210
NAIC Description:	Offices of Dentists