Plan Name | KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KATHLEEN M DUERKSEN MD PC |
Employer identification number (EIN): | 860862541 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | KATHLEEN M DUERKSEN | KATHLEEN M DUERKSEN | 2019-07-11 |
Measure | Date | Value |
---|---|---|
2018: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2018 : KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 401k financial data | ||
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-4,953 |
Expenses. Total of all expenses incurred | 2018-12-31 | $198,322 |
Benefits paid (including direct rollovers) | 2018-12-31 | $191,111 |
Total plan assets at end of year | 2018-12-31 | $1,729,517 |
Total plan assets at beginning of year | 2018-12-31 | $1,932,792 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,211 |
Other income received | 2018-12-31 | $-73,764 |
Net income (gross income less expenses) | 2018-12-31 | $-203,275 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,729,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,932,792 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $68,811 |
2018: KATHLEEN M DUERKSEN MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |