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WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST
Plan identification number 004

WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 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
  • 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

WILLIAM H. KALAFATIC, M.D. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H. KALAFATIC, M.D.
Employer identification number (EIN):112473370
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01WILLIAM KALAFATIC2024-08-12
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01WILLIAM KALAFATIC
0042016-01-01WILLIAM KALAFATIC
0042015-01-01WILLIAM KALAFATIC
0042014-01-01WILLIAM KALAFATIC
0042013-01-01WILLIAM KALAFATIC
0042012-01-01WILLIAM KALAFATIC
0042011-01-01WILLIAM KALAFATIC
0042010-01-01WILLIAM KALAFATIC
0042009-01-01WILLIAM KALAFATIC

Plan Statistics for WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST

Measure Date Value
2022: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-154,389
Expenses. Total of all expenses incurred2022-12-31$78,462
Benefits paid (including direct rollovers)2022-12-31$78,462
Total plan assets at end of year2022-12-31$1,551,761
Total plan assets at beginning of year2022-12-31$1,784,612
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-217,961
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-232,851
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,551,761
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,784,612
Total contributions received or receivable from employer(s)2022-12-31$63,572
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$190,772
Expenses. Total of all expenses incurred2021-12-31$76,378
Benefits paid (including direct rollovers)2021-12-31$76,344
Total plan assets at end of year2021-12-31$1,784,612
Total plan assets at beginning of year2021-12-31$1,670,218
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$130,272
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$114,394
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,784,612
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,670,218
Total contributions received or receivable from employer(s)2021-12-31$60,500
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$208,906
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,670,218
Total plan assets at beginning of year2020-12-31$1,461,312
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$150,211
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$208,906
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,670,218
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,461,312
Total contributions received or receivable from employer(s)2020-12-31$58,695
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$240,150
Expenses. Total of all expenses incurred2019-12-31$54,055
Benefits paid (including direct rollovers)2019-12-31$54,055
Total plan assets at end of year2019-12-31$1,461,312
Total plan assets at beginning of year2019-12-31$1,275,217
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$181,691
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$186,095
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,461,312
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,275,217
Total contributions received or receivable from employer(s)2019-12-31$58,459
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$15,663
Expenses. Total of all expenses incurred2018-12-31$53,663
Benefits paid (including direct rollovers)2018-12-31$53,663
Total plan assets at end of year2018-12-31$1,275,217
Total plan assets at beginning of year2018-12-31$1,313,217
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-41,854
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-38,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,275,217
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,313,217
Total contributions received or receivable from employer(s)2018-12-31$57,517
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$161,309
Expenses. Total of all expenses incurred2017-12-31$45,063
Benefits paid (including direct rollovers)2017-12-31$45,063
Total plan assets at end of year2017-12-31$1,313,217
Total plan assets at beginning of year2017-12-31$1,196,971
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$105,006
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$116,246
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,313,217
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,196,971
Total contributions received or receivable from employer(s)2017-12-31$56,303
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$74,068
Expenses. Total of all expenses incurred2016-12-31$44,550
Benefits paid (including direct rollovers)2016-12-31$44,550
Total plan assets at end of year2016-12-31$1,196,971
Total plan assets at beginning of year2016-12-31$1,167,453
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$17,557
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$29,518
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,196,971
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,167,453
Total contributions received or receivable from employer(s)2016-12-31$56,511
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$90,303
Expenses. Total of all expenses incurred2015-12-31$39,480
Benefits paid (including direct rollovers)2015-12-31$39,322
Total plan assets at end of year2015-12-31$1,167,453
Total plan assets at beginning of year2015-12-31$1,116,630
Expenses. Other expenses not covered elsewhere2015-12-31$158
Other income received2015-12-31$33,616
Net income (gross income less expenses)2015-12-31$50,823
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,167,453
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,116,630
Total contributions received or receivable from employer(s)2015-12-31$56,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$58,369
Expenses. Total of all expenses incurred2014-12-31$138
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,116,630
Total plan assets at beginning of year2014-12-31$1,058,399
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,030
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$58,231
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,116,630
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,058,399
Total contributions received or receivable from employer(s)2014-12-31$53,339
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$138
2013 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$54,659
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,058,399
Total plan assets at beginning of year2013-12-31$1,003,740
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,452
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$54,659
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,058,399
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,003,740
Total contributions received or receivable from employer(s)2013-12-31$53,207
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$53,972
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,003,740
Total plan assets at beginning of year2012-12-31$949,768
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,280
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$53,972
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,003,740
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$949,768
Total contributions received or receivable from employer(s)2012-12-31$51,692
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,682
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$903,419
Total plan assets at beginning of year2011-12-31$900,737
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,682
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$2,682
Net plan assets at end of year (total assets less liabilities)2011-12-31$903,419
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$900,737
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$288,953
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$900,737
Total plan assets at beginning of year2010-12-31$611,784
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$234,409
Other income received2010-12-31$3,253
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$288,953
Net plan assets at end of year (total assets less liabilities)2010-12-31$900,737
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$611,784
Total contributions received or receivable from employer(s)2010-12-31$51,291
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST

2022: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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