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STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN 401k Plan overview

Plan NameSTEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN
Plan identification number 001

STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

STEPHEN J. KROLL, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN J. KROLL, M.D., P.A.
Employer identification number (EIN):570808088
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01STEPHEN J KROLL2013-03-27
0012011-01-01STEPHEN J KROLL2012-05-01
0012010-01-01STEPHEN J KROLL2011-06-28
0012009-01-01STEPHEN J. KROLL

Plan Statistics for STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN

401k plan membership statisitcs for STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN

Measure Date Value
2009: STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-010
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN

2009: STEPHEN J. KROLL, M.D., P.A. 401(K) AND PSP PLAN 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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