WILLIAM H. KALAFATIC, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-19 | 82039 |
| Net assets as of the end of the plan year | 2025-06-19 | 1856481 |
| Total assets as of the beginning of the plan year | 2025-06-19 | 1719454 |
| Participant contributions to plan in this plan year | 2025-06-19 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-19 | 0 |
| Other contributions to plan in this plan year | 2025-06-19 | 147659 |
| Other income to plan in this plan year | 2025-06-19 | 0 |
| Plan net income in this plan year | 2025-06-19 | 137027 |
| Net assets as of the end of the plan year | 2025-06-19 | 1856481 |
| Net assets as of the beginning of the plan year | 2025-06-19 | 1719454 |
| Employer contributions to plan in this plan year | 2025-06-19 | 71407 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-19 | 0 |
| 2024 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-12 | 71005 |
| Net assets as of the end of the plan year | 2024-08-12 | 1719454 |
| Total assets as of the beginning of the plan year | 2024-08-12 | 1551761 |
| Participant contributions to plan in this plan year | 2024-08-12 | 0 |
| Other expenses paid from plan in this plan year | 2024-08-12 | 0 |
| Other contributions to plan in this plan year | 2024-08-12 | 0 |
| Other income to plan in this plan year | 2024-08-12 | 170127 |
| Plan net income in this plan year | 2024-08-12 | 167693 |
| Net assets as of the end of the plan year | 2024-08-12 | 1719454 |
| Net assets as of the beginning of the plan year | 2024-08-12 | 1551761 |
| Employer contributions to plan in this plan year | 2024-08-12 | 68571 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-12 | 0 |
| 2022 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| 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 | $-154,389 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $78,462 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $78,462 |
| Total plan assets at end of year | 2022-12-31 | $1,551,761 |
| Total plan assets at beginning of year | 2022-12-31 | $1,784,612 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-217,961 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-232,851 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,551,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,784,612 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $63,572 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| 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 | $190,772 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $76,378 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $76,344 |
| Total plan assets at end of year | 2021-12-31 | $1,784,612 |
| Total plan assets at beginning of year | 2021-12-31 | $1,670,218 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $130,272 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $114,394 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,784,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,670,218 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $60,500 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $34 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| 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 | $208,906 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,670,218 |
| Total plan assets at beginning of year | 2020-12-31 | $1,461,312 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $150,211 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $208,906 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,670,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,461,312 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $58,695 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| 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 | $240,150 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $54,055 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $54,055 |
| Total plan assets at end of year | 2019-12-31 | $1,461,312 |
| Total plan assets at beginning of year | 2019-12-31 | $1,275,217 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $181,691 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $186,095 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,461,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,275,217 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $58,459 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2018 401k financial data |
|---|
| 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 | $15,663 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $53,663 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $53,663 |
| Total plan assets at end of year | 2018-12-31 | $1,275,217 |
| Total plan assets at beginning of year | 2018-12-31 | $1,313,217 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-41,854 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-38,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,275,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,313,217 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $57,517 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| 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 | $161,309 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $45,063 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $45,063 |
| Total plan assets at end of year | 2017-12-31 | $1,313,217 |
| Total plan assets at beginning of year | 2017-12-31 | $1,196,971 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $105,006 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $116,246 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,313,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,196,971 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $56,303 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| 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 | $74,068 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $44,550 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $44,550 |
| Total plan assets at end of year | 2016-12-31 | $1,196,971 |
| Total plan assets at beginning of year | 2016-12-31 | $1,167,453 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $17,557 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $29,518 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,196,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,167,453 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $56,511 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| 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 | $90,303 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $39,480 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $39,322 |
| Total plan assets at end of year | 2015-12-31 | $1,167,453 |
| Total plan assets at beginning of year | 2015-12-31 | $1,116,630 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $158 |
| Other income received | 2015-12-31 | $33,616 |
| Net income (gross income less expenses) | 2015-12-31 | $50,823 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,167,453 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,116,630 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $56,687 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| 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 | $58,369 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $138 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,116,630 |
| Total plan assets at beginning of year | 2014-12-31 | $1,058,399 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $5,030 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $58,231 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,116,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,058,399 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $53,339 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $138 |
| 2013 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| 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 | $54,659 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,058,399 |
| Total plan assets at beginning of year | 2013-12-31 | $1,003,740 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,452 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $54,659 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,058,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,003,740 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $53,207 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| 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 | $53,972 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,003,740 |
| Total plan assets at beginning of year | 2012-12-31 | $949,768 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $2,280 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $53,972 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,003,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $949,768 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $51,692 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| 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 | $2,682 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $903,419 |
| Total plan assets at beginning of year | 2011-12-31 | $900,737 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $2,682 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $2,682 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $903,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $900,737 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| 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 | $288,953 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $900,737 |
| Total plan assets at beginning of year | 2010-12-31 | $611,784 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $234,409 |
| Other income received | 2010-12-31 | $3,253 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $288,953 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $900,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $611,784 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $51,291 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2022: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAM H. KALAFATIC, M.D. RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
