KOTOWSKI & YAX, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KOTOWSKI & YAX, PC PROFIT SHARING PLAN
Measure | Date | Value |
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2021: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1 |
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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 0 |
Number of participants with account balances | 2009-01-01 | 1 |
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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2021 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $109,866 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,113,807 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,113,807 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $1,003,941 |
Other income received | 2021-12-31 | $109,866 |
Net income (gross income less expenses) | 2021-12-31 | $-1,003,941 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,003,941 |
2020 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $163,308 |
Total plan assets at end of year | 2020-12-31 | $1,003,941 |
Total plan assets at beginning of year | 2020-12-31 | $840,633 |
Other income received | 2020-12-31 | $151,308 |
Net income (gross income less expenses) | 2020-12-31 | $163,308 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,003,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $840,633 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $12,000 |
2019 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $170,863 |
Total plan assets at end of year | 2019-12-31 | $840,633 |
Total plan assets at beginning of year | 2019-12-31 | $669,770 |
Other income received | 2019-12-31 | $157,863 |
Net income (gross income less expenses) | 2019-12-31 | $170,863 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $840,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $669,770 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $13,000 |
2018 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-23,940 |
Total plan assets at end of year | 2018-12-31 | $669,770 |
Total plan assets at beginning of year | 2018-12-31 | $693,710 |
Other income received | 2018-12-31 | $-38,940 |
Net income (gross income less expenses) | 2018-12-31 | $-23,940 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $669,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $693,710 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $15,000 |
2017 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $138,605 |
Total plan assets at end of year | 2017-12-31 | $693,710 |
Total plan assets at beginning of year | 2017-12-31 | $555,105 |
Other income received | 2017-12-31 | $122,605 |
Net income (gross income less expenses) | 2017-12-31 | $138,605 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $693,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $555,105 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $16,000 |
2016 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $54,771 |
Total plan assets at end of year | 2016-12-31 | $555,105 |
Total plan assets at beginning of year | 2016-12-31 | $500,334 |
Other income received | 2016-12-31 | $38,485 |
Net income (gross income less expenses) | 2016-12-31 | $54,771 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $555,105 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $500,334 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,286 |
2015 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $14,071 |
Total plan assets at end of year | 2015-12-31 | $500,334 |
Total plan assets at beginning of year | 2015-12-31 | $486,263 |
Other income received | 2015-12-31 | $1,071 |
Net income (gross income less expenses) | 2015-12-31 | $14,071 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $500,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $486,263 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $13,000 |
2014 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $26,930 |
Total plan assets at end of year | 2014-12-31 | $486,263 |
Total plan assets at beginning of year | 2014-12-31 | $459,333 |
Other income received | 2014-12-31 | $21,930 |
Net income (gross income less expenses) | 2014-12-31 | $26,930 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $486,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $459,333 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $5,000 |
2013 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $94,809 |
Total plan assets at end of year | 2013-12-31 | $459,333 |
Total plan assets at beginning of year | 2013-12-31 | $364,524 |
Other income received | 2013-12-31 | $87,809 |
Net income (gross income less expenses) | 2013-12-31 | $94,809 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $459,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $364,524 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $7,000 |
2012 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $60,653 |
Total plan assets at end of year | 2012-12-31 | $364,524 |
Total plan assets at beginning of year | 2012-12-31 | $303,871 |
Other income received | 2012-12-31 | $50,653 |
Net income (gross income less expenses) | 2012-12-31 | $60,653 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $364,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $303,871 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $10,000 |
2011 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-3,643 |
Total plan assets at end of year | 2011-12-31 | $303,871 |
Total plan assets at beginning of year | 2011-12-31 | $307,514 |
Other income received | 2011-12-31 | $-16,143 |
Net income (gross income less expenses) | 2011-12-31 | $-3,643 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $303,871 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $307,514 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $12,500 |
2010 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $45,589 |
Total plan assets at end of year | 2010-12-31 | $307,498 |
Total plan assets at beginning of year | 2010-12-31 | $261,909 |
Other income received | 2010-12-31 | $35,589 |
Net income (gross income less expenses) | 2010-12-31 | $45,589 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $307,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $261,909 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $10,000 |
2021: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2020 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2019 form 5500 responses |
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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 |
2018: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2018 form 5500 responses |
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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 |
2017: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2017 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2016 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2015 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2014 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2013 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2012 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2011 form 5500 responses |
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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: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |