SUSAN J. KENNEDY MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUSAN J. KENNEDY MD PC PSP & TRUST
401k plan membership statisitcs for SUSAN J. KENNEDY MD PC PSP & TRUST
| Measure | Date | Value |
|---|
| 2014: SUSAN J. KENNEDY MD PC PSP & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 0 |
| Number of participants with account balances | 2014-04-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: SUSAN J. KENNEDY MD PC PSP & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 1 |
| Number of participants with account balances | 2013-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: SUSAN J. KENNEDY MD PC PSP & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 1 |
| Number of participants with account balances | 2012-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2011: SUSAN J. KENNEDY MD PC PSP & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 1 |
| Number of participants with account balances | 2011-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2009: SUSAN J. KENNEDY MD PC PSP & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 1 |
| Number of participants with account balances | 2009-04-01 | 1 |
| Measure | Date | Value |
|---|
| 2015 : SUSAN J. KENNEDY MD PC PSP & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-03-31 | $-1,405,400 |
| Total income from all sources | 2015-03-31 | $105,157 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $69,724 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $54,045 |
| Total plan assets at end of year | 2015-03-31 | $0 |
| Total plan assets at beginning of year | 2015-03-31 | $1,369,967 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $123 |
| Other income received | 2015-03-31 | $105,157 |
| Net income (gross income less expenses) | 2015-03-31 | $35,433 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,369,967 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $15,556 |
| 2014 : SUSAN J. KENNEDY MD PC PSP & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $178,720 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $60,656 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $46,912 |
| Total plan assets at end of year | 2014-03-31 | $1,369,967 |
| Total plan assets at beginning of year | 2014-03-31 | $1,251,903 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $109 |
| Other income received | 2014-03-31 | $178,720 |
| Net income (gross income less expenses) | 2014-03-31 | $118,064 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,369,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,251,903 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $13,635 |
| 2013 : SUSAN J. KENNEDY MD PC PSP & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $114,363 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $55,075 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $41,810 |
| Total plan assets at end of year | 2013-03-31 | $1,251,903 |
| Total plan assets at beginning of year | 2013-03-31 | $1,192,615 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $111 |
| Other income received | 2013-03-31 | $114,363 |
| Net income (gross income less expenses) | 2013-03-31 | $59,288 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,251,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,192,615 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $13,154 |
| 2012 : SUSAN J. KENNEDY MD PC PSP & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-03-31 | $79,274 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $20,813 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $10,200 |
| Total plan assets at end of year | 2012-03-31 | $1,192,615 |
| Total plan assets at beginning of year | 2012-03-31 | $1,134,154 |
| Other income received | 2012-03-31 | $79,274 |
| Net income (gross income less expenses) | 2012-03-31 | $58,461 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,192,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,134,154 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $10,613 |
| 2011 : SUSAN J. KENNEDY MD PC PSP & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-03-31 | $114,036 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $14,195 |
| Total plan assets at end of year | 2011-03-31 | $1,134,154 |
| Total plan assets at beginning of year | 2011-03-31 | $1,034,313 |
| Other income received | 2011-03-31 | $114,036 |
| Net income (gross income less expenses) | 2011-03-31 | $99,841 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,134,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,034,313 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $14,195 |
| 2014: SUSAN J. KENNEDY MD PC PSP & TRUST 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | This submission is the final filing | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SUSAN J. KENNEDY MD PC PSP & TRUST 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SUSAN J. KENNEDY MD PC PSP & TRUST 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SUSAN J. KENNEDY MD PC PSP & TRUST 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SUSAN J. KENNEDY MD PC PSP & TRUST 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
