MICHAEL G. KELLER, D.O., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNAL MEDICINE ASSOCIATES 401K PLAN
Measure | Date | Value |
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2023: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 5 |
Number of participants with account balances | 2022-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
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2023 : INTERNAL MEDICINE ASSOCIATES 401K PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-07-31 | $0 |
Total plan liabilities at beginning of year | 2023-07-31 | $0 |
Total income from all sources | 2023-07-31 | $10,806 |
Expenses. Total of all expenses incurred | 2023-07-31 | $1,859,446 |
Benefits paid (including direct rollovers) | 2023-07-31 | $1,850,860 |
Total plan assets at end of year | 2023-07-31 | $0 |
Total plan assets at beginning of year | 2023-07-31 | $1,848,640 |
Value of fidelity bond covering the plan | 2023-07-31 | $375,000 |
Total contributions received or receivable from participants | 2023-07-31 | $320 |
Other income received | 2023-07-31 | $10,486 |
Net income (gross income less expenses) | 2023-07-31 | $-1,848,640 |
Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $1,848,640 |
Total contributions received or receivable from employer(s) | 2023-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $8,586 |
2022 : INTERNAL MEDICINE ASSOCIATES 401K PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-21,589 |
Expenses. Total of all expenses incurred | 2022-12-31 | $73,556 |
Benefits paid (including direct rollovers) | 2022-12-31 | $69,242 |
Total plan assets at end of year | 2022-12-31 | $1,848,640 |
Total plan assets at beginning of year | 2022-12-31 | $1,943,785 |
Value of fidelity bond covering the plan | 2022-12-31 | $375,000 |
Assets. Value of tangible personal property | 2022-12-31 | $440,016 |
Total contributions received or receivable from participants | 2022-12-31 | $2,070 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-25,199 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-95,145 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,848,640 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,943,785 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $1,540 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,314 |
2021 : INTERNAL MEDICINE ASSOCIATES 401K PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $94,880 |
Expenses. Total of all expenses incurred | 2021-12-31 | $156,479 |
Benefits paid (including direct rollovers) | 2021-12-31 | $74,672 |
Total plan assets at end of year | 2021-12-31 | $1,943,785 |
Total plan assets at beginning of year | 2021-12-31 | $2,005,384 |
Value of fidelity bond covering the plan | 2021-12-31 | $375,000 |
Assets. Value of tangible personal property | 2021-12-31 | $444,358 |
Total contributions received or receivable from participants | 2021-12-31 | $28,160 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $74,636 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $65,054 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-61,599 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,943,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,005,384 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,666 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,171 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2023: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INTERNAL MEDICINE ASSOCIATES 401K PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |