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STEVEN L KAGEN 401k Plan overview

Plan NameSTEVEN L KAGEN
Plan identification number 001

STEVEN L KAGEN 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).
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

STEVEN L KAGEN has sponsored the creation of one or more 401k plans.

Company Name:STEVEN L KAGEN
Employer identification number (EIN):391397434
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN L KAGEN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01STEVEN KAGEN2020-02-16 STEVEN KAGEN2020-02-16
0012018-01-01STEVEN KAGEN2019-04-01 STEVEN KAGEN2019-04-01
0012017-01-01STEVEN KAGEN2018-03-09
0012016-01-01STEVEN KAGEN2017-03-25
0012015-01-01STEVEN KAGEN2016-02-25
0012014-01-01STEVEN KAGEN2015-03-14
0012013-01-01STEVEN KAGEN2014-03-07
0012012-01-01STEVEN KAGEN2015-02-08 STEVEN KAGEN2015-02-08
0012011-01-01STEVEN KAGEN
0012010-01-01STEVEN KAGEN
0012009-01-01STEVEN KAGEN
0012009-01-01STEVEN KAGEN

Plan Statistics for STEVEN L KAGEN

401k plan membership statisitcs for STEVEN L KAGEN

Measure Date Value
2011: STEVEN L KAGEN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: STEVEN L KAGEN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: STEVEN L KAGEN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on STEVEN L KAGEN

Measure Date Value
2011 : STEVEN L KAGEN 2011 401k financial data
Total income from all sources2011-12-31$37,497
Total plan assets at end of year2011-12-31$410,021
Total plan assets at beginning of year2011-12-31$372,524
Other income received2011-12-31$37,497
Net income (gross income less expenses)2011-12-31$37,497
Net plan assets at end of year (total assets less liabilities)2011-12-31$410,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$372,524
2010 : STEVEN L KAGEN 2010 401k financial data
Total income from all sources2010-12-31$73,813
Total plan assets at end of year2010-12-31$942,451
Total plan assets at beginning of year2010-12-31$868,638
Other income received2010-12-31$73,813
Net income (gross income less expenses)2010-12-31$73,813
Net plan assets at end of year (total assets less liabilities)2010-12-31$942,451
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$868,638

Form 5500 Responses for STEVEN L KAGEN

2011: STEVEN L KAGEN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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: STEVEN L KAGEN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: STEVEN L KAGEN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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