401k Plan data: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN plan

KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN
Plan identification number	002

KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
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

KIRK & KIRK HEALTH CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KIRK & KIRK HEALTH CLINIC, P.C.

Employer identification number (EIN): 621724619

NAIC Classification: 621310
NAIC Description: Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 MIKE D. KIRK 2021-06-01
002 2019-01-01 MIKE D. KIRK 2020-08-05
002 2018-01-01 MIKE D. KIRK 2019-09-18
002 2017-01-01 MIKE D. KIRK 2018-03-09
002 2016-01-01 MIKE D. KIRK 2017-07-27
002 2015-01-01 MIKE D. KIRK 2016-10-04
002 2014-01-01 MIKE D. KIRK 2015-07-30
002 2013-01-01 MIKE D. KIRK 2014-09-11
002 2012-01-01 LISA E. KIRK 2013-03-25
002 2011-01-01 LISA E. KIRK
002 2010-01-01 LISA E. KIRK
002 2009-01-01 LISA E. KIRK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	MIKE D. KIRK	2021-06-01
002	2019-01-01	MIKE D. KIRK	2020-08-05
002	2018-01-01	MIKE D. KIRK	2019-09-18
002	2017-01-01	MIKE D. KIRK	2018-03-09
002	2016-01-01	MIKE D. KIRK	2017-07-27
002	2015-01-01	MIKE D. KIRK	2016-10-04
002	2014-01-01	MIKE D. KIRK	2015-07-30
002	2013-01-01	MIKE D. KIRK	2014-09-11
002	2012-01-01	LISA E. KIRK	2013-03-25
002	2011-01-01	LISA E. KIRK
002	2010-01-01	LISA E. KIRK
002	2009-01-01	LISA E. KIRK

Plan Statistics for KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN

Measure Date Value
2011: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 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 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2010 401k membership
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 5
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 0
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
2009: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 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 5

Measure	Date	Value
2011: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 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	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2010 401k membership
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	5
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	0
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
2009: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 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	5

Financial Data on KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2011 : KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-14,813
Total plan assets at end of year	2011-12-31	$960,253
Total plan assets at beginning of year	2011-12-31	$975,066
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$30,341
Other income received	2011-12-31	$-53,260
Net income (gross income less expenses)	2011-12-31	$-14,813
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$960,253
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$975,066
Total contributions received or receivable from employer(s)	2011-12-31	$8,106
2010 : KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$149,861
Total plan assets at end of year	2010-12-31	$975,066
Total plan assets at beginning of year	2010-12-31	$825,205
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$37,029
Other income received	2010-12-31	$76,809
Net income (gross income less expenses)	2010-12-31	$149,861
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$975,066
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$825,205
Total contributions received or receivable from employer(s)	2010-12-31	$36,023

Form 5500 Responses for KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN

2011: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KIRK & KIRK HEALTH CLINIC, P.C. PROFIT SHARING PLAN 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

87897

Policy instance

Insurance contract or identification number	87897
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KIRK & KIRK HEALTH CLINIC, P.C.
Employer identification number (EIN):	621724619
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors