KENNETH H. JESSER, M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 4 |
| Number of participants with account balances | 2023-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| 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 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| 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 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| 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 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2017: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $175 |
| Total plan liabilities at beginning of year | 2023-12-31 | $525 |
| Total income from all sources | 2023-12-31 | $25,935 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $47,558 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $25,547 |
| Total plan assets at end of year | 2023-12-31 | $152,986 |
| Total plan assets at beginning of year | 2023-12-31 | $174,959 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,520 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $25,935 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-21,623 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $152,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $174,434 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $20,491 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $525 |
| Total plan liabilities at beginning of year | 2022-12-31 | $156 |
| Total income from all sources | 2022-12-31 | $-74,324 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $993 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $174,959 |
| Total plan assets at beginning of year | 2022-12-31 | $249,907 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $993 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-74,324 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-75,317 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $174,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $249,751 |
| Assets. Value of participant loans | 2022-12-31 | $19,288 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| 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 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $156 |
| Total plan liabilities at beginning of year | 2021-12-31 | $155 |
| Total income from all sources | 2021-12-31 | $-17,035 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $625 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $249,907 |
| Total plan assets at beginning of year | 2021-12-31 | $267,566 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $625 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-17,035 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-17,660 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $249,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $267,411 |
| Assets. Value of participant loans | 2021-12-31 | $28,443 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $155 |
| Total plan liabilities at beginning of year | 2020-12-31 | $156 |
| Total income from all sources | 2020-12-31 | $47,076 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,197 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $470 |
| Total plan assets at end of year | 2020-12-31 | $267,566 |
| Total plan assets at beginning of year | 2020-12-31 | $221,688 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $727 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $47,076 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $45,879 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $267,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $221,532 |
| Assets. Value of participant loans | 2020-12-31 | $39,710 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| 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 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $156 |
| Total plan liabilities at beginning of year | 2019-12-31 | $156 |
| Total income from all sources | 2019-12-31 | $-7,997 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $647 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $221,688 |
| Total plan assets at beginning of year | 2019-12-31 | $230,332 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| 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 | $-7,997 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-8,644 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $221,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $230,176 |
| Assets. Value of participant loans | 2019-12-31 | $42,029 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| 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 | $647 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $156 |
| Total plan liabilities at beginning of year | 2018-12-31 | $156 |
| Total income from all sources | 2018-12-31 | $-65,835 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $40,675 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $17,521 |
| Total plan assets at end of year | 2018-12-31 | $230,332 |
| Total plan assets at beginning of year | 2018-12-31 | $336,842 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $11,700 |
| 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 | $-77,535 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-106,510 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $230,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $336,686 |
| Assets. Value of participant loans | 2018-12-31 | $50,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $22,318 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $156 |
| Total plan liabilities at beginning of year | 2017-12-31 | $155 |
| Total income from all sources | 2017-12-31 | $113,555 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,059 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $336,842 |
| Total plan assets at beginning of year | 2017-12-31 | $225,345 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $23,400 |
| 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 | $75,081 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $111,496 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $336,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $225,190 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $100,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $900 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $15,074 |
| 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 | $2,059 |
| 2023: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & TRUST 2023 form 5500 responses |
|---|
| 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: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & 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: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & 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: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & 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: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & 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 |
| 2017: KENNETH H. JESSER, M.D., INC. 401(K) PLAN & 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 |
