401k Plan data: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT plan

KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 401k Plan overview

Plan Name	KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT
Plan identification number	001

KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KATHLEEN M DUERKSEN MD PC has sponsored the creation of one or more 401k plans.

Company Name: KATHLEEN M DUERKSEN MD PC

Employer identification number (EIN): 860828493

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 KATHLEEN M DUERKSEN
001 2017-01-01 KATHLEEN M DUERKSEN
001 2016-01-01 KATHLEEN M DUERKSEN
001 2015-01-01 KATHLEEN M DUERKSEN
001 2014-01-01 KATHLEEN M DUERKSEN
001 2013-01-01 KATHLEEN M DUERKSEN
001 2012-01-01 KATHLEEN M DUERKSEN
001 2011-01-01 KATHLEEN M DUERKSEN
001 2009-01-01 KATHLEEN M DUERKSEN
001 2009-01-01 KATHLEEN M DUERKSEN

Plan Statistics for KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure Date Value
2023: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Total of all active and inactive participants 2023-01-01 4
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
2022: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Total of all active and inactive participants 2022-01-01 3
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
2021: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
2020: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2017: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2023: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Total of all active and inactive participants	2023-01-01	4
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
2022: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Total of all active and inactive participants	2022-01-01	3
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
2021: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
2020: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2017: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure	Date	Value
2023 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2023 401k financial data
Total income from all sources	2023-12-31	$304,890
Total plan assets at end of year	2023-12-31	$2,419,393
Total plan assets at beginning of year	2023-12-31	$2,114,503
Other income received	2023-12-31	$220,316
Net income (gross income less expenses)	2023-12-31	$304,890
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,419,393
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,114,503
Total contributions received or receivable from employer(s)	2023-12-31	$84,574
2022 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 401k financial data
Total income from all sources	2022-12-31	$-246,218
Expenses. Total of all expenses incurred	2022-12-31	$3,938
Benefits paid (including direct rollovers)	2022-12-31	$3,938
Total plan assets at end of year	2022-12-31	$2,114,503
Total plan assets at beginning of year	2022-12-31	$2,364,659
Other income received	2022-12-31	$-320,514
Net income (gross income less expenses)	2022-12-31	$-250,156
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,114,503
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,364,659
Total contributions received or receivable from employer(s)	2022-12-31	$74,296
2021 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 401k financial data
Total income from all sources	2021-12-31	$324,209
Expenses. Total of all expenses incurred	2021-12-31	$257,237
Benefits paid (including direct rollovers)	2021-12-31	$257,237
Total plan assets at end of year	2021-12-31	$2,364,659
Total plan assets at beginning of year	2021-12-31	$2,297,687
Other income received	2021-12-31	$255,150
Net income (gross income less expenses)	2021-12-31	$66,972
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,364,659
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,297,687
Total contributions received or receivable from employer(s)	2021-12-31	$69,059
2020 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$290,289
Expenses. Total of all expenses incurred	2020-12-31	$127,984
Benefits paid (including direct rollovers)	2020-12-31	$127,984
Total plan assets at end of year	2020-12-31	$2,297,687
Total plan assets at beginning of year	2020-12-31	$2,135,382
Other income received	2020-12-31	$218,730
Net income (gross income less expenses)	2020-12-31	$162,305
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,297,687
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,135,382
Total contributions received or receivable from employer(s)	2020-12-31	$71,559
2019 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$405,865
Total plan assets at end of year	2019-12-31	$2,135,382
Total plan assets at beginning of year	2019-12-31	$1,729,517
Other income received	2019-12-31	$329,555
Net income (gross income less expenses)	2019-12-31	$405,865
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,135,382
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,729,517
Total contributions received or receivable from employer(s)	2019-12-31	$76,310
2017 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$302,800
Expenses. Total of all expenses incurred	2017-12-31	$68,428
Benefits paid (including direct rollovers)	2017-12-31	$61,413
Total plan assets at end of year	2017-12-31	$1,932,792
Total plan assets at beginning of year	2017-12-31	$1,691,405
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,015
Other income received	2017-12-31	$236,265
Net income (gross income less expenses)	2017-12-31	$302,800
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,932,792
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,691,405
Total contributions received or receivable from employer(s)	2017-12-31	$66,535
2016 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$97,920
Total plan assets at end of year	2016-12-31	$1,691,405
Total plan assets at beginning of year	2016-12-31	$1,593,485
Other income received	2016-12-31	$25,853
Net income (gross income less expenses)	2016-12-31	$97,920
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,691,405
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,593,485
Total contributions received or receivable from employer(s)	2016-12-31	$72,067
2015 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$73,912
Total plan assets at end of year	2015-12-31	$1,593,485
Total plan assets at beginning of year	2015-12-31	$1,519,573
Other income received	2015-12-31	$-4,814
Net income (gross income less expenses)	2015-12-31	$73,912
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,593,485
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,519,573
Total contributions received or receivable from employer(s)	2015-12-31	$78,726
2014 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$188,232
Total plan assets at end of year	2014-12-31	$1,519,573
Total plan assets at beginning of year	2014-12-31	$1,331,341
Other income received	2014-12-31	$110,193
Net income (gross income less expenses)	2014-12-31	$188,232
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,519,573
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,331,341
Total contributions received or receivable from employer(s)	2014-12-31	$78,039
2013 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$164,959
Total plan assets at end of year	2013-12-31	$1,331,341
Total plan assets at beginning of year	2013-12-31	$1,166,382
Other income received	2013-12-31	$89,164
Net income (gross income less expenses)	2013-12-31	$164,959
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,331,341
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,166,382
Total contributions received or receivable from employer(s)	2013-12-31	$75,795
2012 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$159,933
Total plan assets at end of year	2012-12-31	$1,166,382
Total plan assets at beginning of year	2012-12-31	$1,006,449
Other income received	2012-12-31	$85,607
Net income (gross income less expenses)	2012-12-31	$159,933
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,166,382
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,006,449
Total contributions received or receivable from employer(s)	2012-12-31	$74,326
2011 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$80,958
Expenses. Total of all expenses incurred	2011-12-31	$6,794
Total plan assets at end of year	2011-12-31	$1,006,449
Total plan assets at beginning of year	2011-12-31	$932,285
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,794
Noncash contributions received	2011-12-31	$7,455
Net income (gross income less expenses)	2011-12-31	$74,164
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,006,449
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$932,285
Total contributions received or receivable from employer(s)	2011-12-31	$73,503
2010 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$134,387
Expenses. Total of all expenses incurred	2010-12-31	$5,850
Total plan assets at end of year	2010-12-31	$932,285
Total plan assets at beginning of year	2010-12-31	$803,748
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,850
Other income received	2010-12-31	$61,205
Net income (gross income less expenses)	2010-12-31	$128,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$932,285
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$803,748
Total contributions received or receivable from employer(s)	2010-12-31	$73,182

Form 5500 Responses for KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

2023: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KATHLEEN M DUERKSEN MD PC
Employer identification number (EIN):	860828493
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)