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KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameKANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST
Plan identification number 001

KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A.
Employer identification number (EIN):363753085
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DON RATH DON RATH2018-08-14
0012016-01-01DON RATH
0012015-01-01DON RATH
0012014-01-01MICHELLE JACKSON
0012013-01-01MICHELLE JACKSON
0012012-01-01DANIEL DOMAN
0012011-01-01DANIEL DOMAN
0012010-01-01DANIEL DOMAN
0012009-01-01DANIEL DOMAN

Plan Statistics for KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Measure Date Value
2017 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-10-17$-962,142
Total income from all sources2017-10-17$121,125
Expenses. Total of all expenses incurred2017-10-17$6,012
Total plan assets at end of year2017-10-17$0
Total plan assets at beginning of year2017-10-17$847,029
Value of fidelity bond covering the plan2017-10-17$85,000
Total contributions received or receivable from participants2017-10-17$5,000
Other income received2017-10-17$116,125
Net income (gross income less expenses)2017-10-17$115,113
Net plan assets at end of year (total assets less liabilities)2017-10-17$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-17$847,029
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-17$6,012
2016 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$35,542
Expenses. Total of all expenses incurred2016-12-31$7,975
Total plan assets at end of year2016-12-31$847,029
Total plan assets at beginning of year2016-12-31$819,462
Total contributions received or receivable from participants2016-12-31$25,521
Other income received2016-12-31$10,021
Net income (gross income less expenses)2016-12-31$27,567
Net plan assets at end of year (total assets less liabilities)2016-12-31$847,029
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$819,462
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,975
2015 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-5,647
Expenses. Total of all expenses incurred2015-12-31$8,401
Total plan assets at end of year2015-12-31$819,462
Total plan assets at beginning of year2015-12-31$833,510
Total contributions received or receivable from participants2015-12-31$22,438
Other income received2015-12-31$-28,085
Net income (gross income less expenses)2015-12-31$-14,048
Net plan assets at end of year (total assets less liabilities)2015-12-31$819,462
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$833,510
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,401
2014 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$57,753
Expenses. Total of all expenses incurred2014-12-31$8,070
Total plan assets at end of year2014-12-31$833,510
Total plan assets at beginning of year2014-12-31$783,827
Total contributions received or receivable from participants2014-12-31$22,521
Other income received2014-12-31$35,232
Net income (gross income less expenses)2014-12-31$49,683
Net plan assets at end of year (total assets less liabilities)2014-12-31$833,510
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$783,827
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,070
2013 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$127,114
Expenses. Total of all expenses incurred2013-12-31$6,481
Total plan assets at end of year2013-12-31$783,827
Total plan assets at beginning of year2013-12-31$663,194
Total contributions received or receivable from participants2013-12-31$23,916
Other income received2013-12-31$103,198
Net income (gross income less expenses)2013-12-31$120,633
Net plan assets at end of year (total assets less liabilities)2013-12-31$783,827
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$663,194
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,481
2012 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$85,243
Expenses. Total of all expenses incurred2012-12-31$5,498
Total plan assets at end of year2012-12-31$663,194
Total plan assets at beginning of year2012-12-31$583,449
Total contributions received or receivable from participants2012-12-31$21,581
Other income received2012-12-31$63,662
Net income (gross income less expenses)2012-12-31$79,745
Net plan assets at end of year (total assets less liabilities)2012-12-31$663,194
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$583,449
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,498
2011 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$2,912
Expenses. Total of all expenses incurred2011-12-31$5,427
Total plan assets at end of year2011-12-31$583,449
Total plan assets at beginning of year2011-12-31$585,964
Total contributions received or receivable from participants2011-12-31$23,913
Other income received2011-12-31$-21,001
Net income (gross income less expenses)2011-12-31$-2,515
Net plan assets at end of year (total assets less liabilities)2011-12-31$583,449
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$585,964
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,427
2010 : KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$85,431
Expenses. Total of all expenses incurred2010-12-31$4,600
Total plan assets at end of year2010-12-31$585,964
Total plan assets at beginning of year2010-12-31$505,133
Total contributions received or receivable from participants2010-12-31$21,664
Other income received2010-12-31$63,767
Net income (gross income less expenses)2010-12-31$80,831
Net plan assets at end of year (total assets less liabilities)2010-12-31$585,964
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$505,133
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,600

Form 5500 Responses for KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

2017: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KANSAS CITY PHLEBOLOGY MEDICAL GROUP, P.A. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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