JEANIE FRANCES KAUFMAN, DDS AND CHRIS ALLEN CERCEO, DDS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAUFMAN & CERCEO PROFIT SHARING PLAN
Measure | Date | Value |
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2023: KAUFMAN & CERCEO PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 4 |
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 | 1 |
2022: KAUFMAN & CERCEO PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KAUFMAN & CERCEO PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KAUFMAN & CERCEO PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
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 | 1 |
2019: KAUFMAN & CERCEO PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KAUFMAN & CERCEO PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: KAUFMAN & CERCEO PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KAUFMAN & CERCEO PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: KAUFMAN & CERCEO PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KAUFMAN & CERCEO PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KAUFMAN & CERCEO PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KAUFMAN & CERCEO PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KAUFMAN & CERCEO PROFIT SHARING PLAN 2011 401k membership |
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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 | 2 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: KAUFMAN & CERCEO PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: KAUFMAN & CERCEO PROFIT SHARING PLAN 2009 401k membership |
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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 | 3 |
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 | 2 |
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 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $0 |
Expenses. Total of all expenses incurred | 2023-12-31 | $1,783 |
Benefits paid (including direct rollovers) | 2023-12-31 | $1,783 |
Total plan assets at end of year | 2023-12-31 | $3,231 |
Total plan assets at beginning of year | 2023-12-31 | $5,014 |
Value of fidelity bond covering the plan | 2023-12-31 | $30,000 |
Net income (gross income less expenses) | 2023-12-31 | $-1,783 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,014 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $15 |
2022 : KAUFMAN & CERCEO PROFIT SHARING 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 | $5,014 |
Expenses. Total of all expenses incurred | 2022-12-31 | $339,716 |
Benefits paid (including direct rollovers) | 2022-12-31 | $339,716 |
Total plan assets at end of year | 2022-12-31 | $5,014 |
Total plan assets at beginning of year | 2022-12-31 | $339,716 |
Value of fidelity bond covering the plan | 2022-12-31 | $30,000 |
Net income (gross income less expenses) | 2022-12-31 | $-334,702 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $339,716 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $5,014 |
2021 : KAUFMAN & CERCEO PROFIT SHARING 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 | $14,348 |
Expenses. Total of all expenses incurred | 2021-12-31 | $7,080 |
Benefits paid (including direct rollovers) | 2021-12-31 | $7,080 |
Total plan assets at end of year | 2021-12-31 | $339,716 |
Total plan assets at beginning of year | 2021-12-31 | $332,448 |
Value of fidelity bond covering the plan | 2021-12-31 | $30,000 |
Other income received | 2021-12-31 | $13,320 |
Net income (gross income less expenses) | 2021-12-31 | $7,268 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $339,716 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $332,448 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $3,076 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,028 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $18,899 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $332,448 |
Total plan assets at beginning of year | 2020-12-31 | $313,549 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Other income received | 2020-12-31 | $15,809 |
Net income (gross income less expenses) | 2020-12-31 | $18,899 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $332,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $313,549 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $14,211 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $3,090 |
2019 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $40,710 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $313,549 |
Total plan assets at beginning of year | 2019-12-31 | $272,839 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Other income received | 2019-12-31 | $33,683 |
Net income (gross income less expenses) | 2019-12-31 | $40,710 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $313,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $272,839 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $15,977 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $7,027 |
2018 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-11,498 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $272,839 |
Total plan assets at beginning of year | 2018-12-31 | $284,337 |
Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
Other income received | 2018-12-31 | $-13,153 |
Net income (gross income less expenses) | 2018-12-31 | $-11,498 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $272,839 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $284,337 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $7,408 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,655 |
2017 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2017 401k financial data |
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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 | $18,635 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $284,337 |
Total plan assets at beginning of year | 2017-12-31 | $265,702 |
Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
Other income received | 2017-12-31 | $10,065 |
Net income (gross income less expenses) | 2017-12-31 | $18,635 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $284,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $265,702 |
Assets. Value of participant loans | 2017-12-31 | $184 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $34,984 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,570 |
2016 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2016 401k financial data |
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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 | $10,851 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $265,702 |
Total plan assets at beginning of year | 2016-12-31 | $254,851 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Other income received | 2016-12-31 | $7,221 |
Net income (gross income less expenses) | 2016-12-31 | $10,851 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $265,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $254,851 |
Assets. Value of participant loans | 2016-12-31 | $1,318 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $86,565 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $3,630 |
2015 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
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 | $21,112 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $269,189 |
Total plan assets at beginning of year | 2015-12-31 | $248,077 |
Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $16,449 |
Net income (gross income less expenses) | 2015-12-31 | $21,112 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $269,189 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $248,077 |
Assets. Value of participant loans | 2015-12-31 | $3,306 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $112,266 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $4,663 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2014 401k financial data |
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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 | $25,356 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $248,077 |
Total plan assets at beginning of year | 2014-12-31 | $222,721 |
Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
Other income received | 2014-12-31 | $20,693 |
Net income (gross income less expenses) | 2014-12-31 | $25,356 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $248,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $222,721 |
Assets. Value of participant loans | 2014-12-31 | $3,306 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $125,352 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $4,663 |
2013 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2013 401k financial data |
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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 | $20,375 |
Expenses. Total of all expenses incurred | 2013-12-31 | $28,652 |
Benefits paid (including direct rollovers) | 2013-12-31 | $28,652 |
Total plan assets at end of year | 2013-12-31 | $222,721 |
Total plan assets at beginning of year | 2013-12-31 | $230,998 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Other income received | 2013-12-31 | $20,375 |
Net income (gross income less expenses) | 2013-12-31 | $-8,277 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $222,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $230,998 |
Assets. Value of participant loans | 2013-12-31 | $4,248 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $23,290 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2012 401k financial data |
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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 | $9,230 |
Expenses. Total of all expenses incurred | 2012-12-31 | $696 |
Benefits paid (including direct rollovers) | 2012-12-31 | $696 |
Total plan assets at end of year | 2012-12-31 | $230,998 |
Total plan assets at beginning of year | 2012-12-31 | $222,464 |
Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
Other income received | 2012-12-31 | $5,159 |
Net income (gross income less expenses) | 2012-12-31 | $8,534 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $230,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $222,464 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $24,292 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $4,071 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2011 401k financial data |
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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 | $10,651 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,279 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,279 |
Total plan assets at end of year | 2011-12-31 | $222,464 |
Total plan assets at beginning of year | 2011-12-31 | $222,092 |
Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
Other income received | 2011-12-31 | $4,480 |
Net income (gross income less expenses) | 2011-12-31 | $372 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $222,464 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $222,092 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $25,510 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,171 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : KAUFMAN & CERCEO PROFIT SHARING PLAN 2010 401k financial data |
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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 | $16,774 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $222,092 |
Total plan assets at beginning of year | 2010-12-31 | $205,318 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Other income received | 2010-12-31 | $10,730 |
Net income (gross income less expenses) | 2010-12-31 | $16,774 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $222,092 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $205,318 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $25,825 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $6,044 |
2023: KAUFMAN & CERCEO PROFIT SHARING 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 | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: KAUFMAN & CERCEO PROFIT SHARING 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: KAUFMAN & CERCEO PROFIT SHARING 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 |
2020: KAUFMAN & CERCEO PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KAUFMAN & CERCEO PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KAUFMAN & CERCEO PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KAUFMAN & CERCEO PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KAUFMAN & CERCEO PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KAUFMAN & CERCEO PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KAUFMAN & CERCEO PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KAUFMAN & CERCEO PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KAUFMAN & CERCEO PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KAUFMAN & CERCEO PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: KAUFMAN & CERCEO PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KAUFMAN & CERCEO PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |