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JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 401k Plan overview

Plan NameJOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN
Plan identification number 003

JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

JOHN F. KOZLOVSKY, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. KOZLOVSKY, M.D.
Employer identification number (EIN):742961321
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOHN KOZLOVSKY2024-05-29
0032022-01-01JOHN KOZLOVSKY2023-10-01
0032021-01-01JOHN KOZLOVSKY2022-10-05
0032020-01-01JOHN KOZLOVSKY2021-10-11
0032019-01-01JOHN KOZLOVSKY2020-10-12
0032019-01-01JOHN KOZLOVSKY2021-06-30
0032018-01-01JOHN KOZLOVSKY2019-10-11
0032017-01-01JOHN KOZLOVSKY2018-10-01
0032016-01-01JOHN KOZLOVSKY2017-10-05
0032015-01-01JOHN KOZLOVSKY2016-09-08
0032014-01-01JOHN KOZLOVSKY2015-09-29
0032013-01-01JOHN KOZLOVSKY2014-07-18
0032012-01-01JOHN KOZLOVSKY
0032011-01-01JOHN KOZLOVSKY

Plan Statistics for JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN

401k plan membership statisitcs for JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN

Measure Date Value
2022: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,409,400
Acturial value of plan assets2022-12-312,409,400
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3112
Fundng target for terminated vested participants2022-12-3134,214
Active participant vested funding target2022-12-312,114,024
Number of active participants2022-12-3117
Total funding liabilities for active participants2022-12-312,114,664
Total participant count2022-12-3129
Total funding target for all participants2022-12-312,148,878
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31375
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31393
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31276,270
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31265,383
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,861
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-314,861
Contributions allocatedtoward minimum required contributions for current year2022-12-31276,270
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-312,145,006
Acturial value of plan assets2021-12-312,145,006
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-319
Fundng target for terminated vested participants2021-12-3122,205
Active participant vested funding target2021-12-311,830,204
Number of active participants2021-12-3122
Total funding liabilities for active participants2021-12-311,830,625
Total participant count2021-12-3131
Total funding target for all participants2021-12-311,852,830
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3198,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31103,450
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3188,680
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3181,900
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31373,701
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3181,525
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3181,525
Contributions allocatedtoward minimum required contributions for current year2021-12-3181,900
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,924,848
Acturial value of plan assets2020-12-311,924,848
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3110
Fundng target for terminated vested participants2020-12-3120,638
Active participant vested funding target2020-12-311,449,108
Number of active participants2020-12-3120
Total funding liabilities for active participants2020-12-311,449,108
Total participant count2020-12-3130
Total funding target for all participants2020-12-311,469,746
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3197,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31102,322
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31107,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3198,234
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31364,961
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3198,234
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,677,355
Acturial value of plan assets2019-12-311,677,355
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3111
Fundng target for terminated vested participants2019-12-3125,217
Active participant vested funding target2019-12-311,096,159
Number of active participants2019-12-3120
Total funding liabilities for active participants2019-12-311,097,584
Total participant count2019-12-3131
Total funding target for all participants2019-12-311,122,801
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3198,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31103,773
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31106,200
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3197,043
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31140,042
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3197,043
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,560,939
Acturial value of plan assets2018-12-311,560,939
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3111
Fundng target for terminated vested participants2018-12-3125,407
Active participant vested funding target2018-12-31928,930
Number of active participants2018-12-3122
Total funding liabilities for active participants2018-12-31930,648
Total participant count2018-12-3133
Total funding target for all participants2018-12-31956,055
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3187,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3192,715
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31107,800
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3198,270
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31129,779
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3198,270
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-311,445,429
Acturial value of plan assets2017-12-311,445,429
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-3120,777
Active participant vested funding target2017-12-31786,790
Number of active participants2017-12-3121
Total funding liabilities for active participants2017-12-31787,379
Total participant count2017-12-3132
Total funding target for all participants2017-12-31808,156
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31275,148
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31291,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3196,461
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3187,624
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31124,568
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3187,624
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,087,735
Acturial value of plan assets2016-12-311,087,735
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,230
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-316,547
Active participant vested funding target2016-12-31658,054
Number of active participants2016-12-3116
Total funding liabilities for active participants2016-12-31659,631
Total participant count2016-12-3126
Total funding target for all participants2016-12-31676,408
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31161,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31171,282
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31299,407
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31275,148
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31103,300
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31275,148
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2012: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN

Measure Date Value
2012 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 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$199,631
Expenses. Total of all expenses incurred2012-12-31$3,565
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$469,652
Total plan assets at beginning of year2012-12-31$273,586
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$3,565
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,802
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$196,066
Net plan assets at end of year (total assets less liabilities)2012-12-31$469,652
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$273,586
Total contributions received or receivable from employer(s)2012-12-31$187,829
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 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$160,903
Expenses. Total of all expenses incurred2011-12-31$1,550
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$273,586
Total plan assets at beginning of year2011-12-31$114,233
Value of fidelity bond covering the plan2011-12-31$60,000
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$5,277
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$159,353
Net plan assets at end of year (total assets less liabilities)2011-12-31$273,586
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$114,233
Total contributions received or receivable from employer(s)2011-12-31$155,626
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$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 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$114,233
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$114,233
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$114,233
Net plan assets at end of year (total assets less liabilities)2010-12-31$114,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$114,233
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN

2012: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 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: JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 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

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