401k Plan data: KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN plan

KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

KALISPELL DIAGNOSTIC SERVICES PC 401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Life insurance

401k Sponsoring company profile

KALISPELL DIAGNOSTIC SERVICES, PC has sponsored the creation of one or more 401k plans.

Company Name: KALISPELL DIAGNOSTIC SERVICES, PC

Employer identification number (EIN): 810330575

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 KAREN LARSON 2016-09-28
002 2015-01-01 KAREN LARSON 2016-09-28 KAREN LARSON 2016-09-28
002 2014-01-01 KAREN LARSON 2015-06-02 KAREN LARSON 2015-06-02
002 2013-01-01 KAREN LARSON 2014-06-19 KAREN LARSON 2014-06-19
002 2012-01-01 KAREN LARSON 2013-07-16 KAREN LARSON 2013-07-16
002 2011-01-01 KAREN D LARSON 2012-10-01
002 2010-01-01 KAREN LARSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	KAREN LARSON	2016-09-28
002	2015-01-01	KAREN LARSON	2016-09-28	KAREN LARSON	2016-09-28
002	2014-01-01	KAREN LARSON	2015-06-02	KAREN LARSON	2015-06-02
002	2013-01-01	KAREN LARSON	2014-06-19	KAREN LARSON	2014-06-19
002	2012-01-01	KAREN LARSON	2013-07-16	KAREN LARSON	2013-07-16
002	2011-01-01	KAREN D LARSON	2012-10-01
002	2010-01-01	KAREN LARSON

Plan Statistics for KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2010: KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$369,520
Expenses. Total of all expenses incurred	2010-12-31	$161,160
Benefits paid (including direct rollovers)	2010-12-31	$154,213
Total plan assets at end of year	2010-12-31	$2,293,534
Total plan assets at beginning of year	2010-12-31	$2,085,174
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$40,014
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,947
Other income received	2010-12-31	$285,972
Net income (gross income less expenses)	2010-12-31	$208,360
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,293,534
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,085,174
Assets. Value of participant loans	2010-12-31	$12,394
Total contributions received or receivable from employer(s)	2010-12-31	$43,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN

2010: KALISPELL DIAGNOSTIC SERVICES PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

2034192

Policy instance

Insurance contract or identification number	2034192
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KALISPELL DIAGNOSTIC SERVICES, PC
Employer identification number (EIN):	810330575
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)