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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
Plan identification number 002

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ALKA KOHLI, M.D.S.C. has sponsored the creation of one or more 401k plans.

Company Name:ALKA KOHLI, M.D.S.C.
Employer identification number (EIN):391559421
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALKA KOHLI ALKA KOHLI2018-07-25
0022016-01-01ALKA KOHLI ALKA KOHLI2017-07-16
0022015-01-01ALKA KOHLI ALKA KOHLI2016-07-23
0022014-01-01ALKA KOHLI ALKA KOHLI2015-07-25
0022013-01-01ALKA KOHLI ALKA KOHLI2014-07-23
0022012-01-01ALKA KOHLI ALKA KOHLI2013-07-21
0022011-01-01DR. ALKA KOHLI2012-07-28 ALKA KOHLI2012-07-28
0022010-01-01DR. ALKA KOHLI2011-07-16 ALKA KOHLI2011-07-16
0022009-01-01DR. ALKA KOHLI ALKA KOHLI2010-07-22

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Measure Date Value
2019 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$685,472
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$3,967,672
Total plan assets at beginning of year2019-12-31$3,282,200
Other income received2019-12-31$635,472
Net income (gross income less expenses)2019-12-31$685,472
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,967,672
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,282,200
Total contributions received or receivable from employer(s)2019-12-31$50,000
2018 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-78,562
Expenses. Total of all expenses incurred2018-12-31$2
Total plan assets at end of year2018-12-31$3,282,200
Total plan assets at beginning of year2018-12-31$3,360,764
Other income received2018-12-31$-78,562
Net income (gross income less expenses)2018-12-31$-78,564
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,282,200
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,360,764
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2
2017 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$579,889
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$3,360,765
Total plan assets at beginning of year2017-12-31$2,780,876
Other income received2017-12-31$525,889
Net income (gross income less expenses)2017-12-31$579,889
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,360,765
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,780,876
Total contributions received or receivable from employer(s)2017-12-31$54,000
2016 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$281,624
Expenses. Total of all expenses incurred2016-12-31$8
Total plan assets at end of year2016-12-31$2,780,876
Total plan assets at beginning of year2016-12-31$2,499,260
Expenses. Other expenses not covered elsewhere2016-12-31$8
Other income received2016-12-31$228,624
Net income (gross income less expenses)2016-12-31$281,616
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,780,876
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,499,260
Total contributions received or receivable from employer(s)2016-12-31$53,000
2015 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-40,795
Total plan assets at end of year2015-12-31$2,499,260
Total plan assets at beginning of year2015-12-31$2,540,055
Other income received2015-12-31$-80,795
Net income (gross income less expenses)2015-12-31$-40,795
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,499,260
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,540,055
Total contributions received or receivable from employer(s)2015-12-31$40,000
2014 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$195,267
Total plan assets at end of year2014-12-31$2,540,055
Total plan assets at beginning of year2014-12-31$2,344,788
Other income received2014-12-31$143,267
Net income (gross income less expenses)2014-12-31$195,267
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,540,055
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,344,788
Total contributions received or receivable from employer(s)2014-12-31$52,000
2013 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$368,319
Expenses. Total of all expenses incurred2013-12-31$124
Total plan assets at end of year2013-12-31$2,344,788
Total plan assets at beginning of year2013-12-31$1,976,593
Other income received2013-12-31$317,319
Net income (gross income less expenses)2013-12-31$368,195
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,344,788
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,976,593
Assets. Value of assets in partnership/joint-venture interests2013-12-31$8,595
Total contributions received or receivable from employer(s)2013-12-31$51,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$124
2012 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$254,738
Expenses. Total of all expenses incurred2012-12-31$69
Total plan assets at end of year2012-12-31$1,976,593
Total plan assets at beginning of year2012-12-31$1,721,924
Other income received2012-12-31$204,738
Net income (gross income less expenses)2012-12-31$254,669
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,976,593
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,721,924
Total contributions received or receivable from employer(s)2012-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$69
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$71,351
Total plan assets at end of year2011-12-31$1,721,924
Total plan assets at beginning of year2011-12-31$1,650,573
Other income received2011-12-31$22,351
Net income (gross income less expenses)2011-12-31$71,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,721,924
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,650,573
Total contributions received or receivable from employer(s)2011-12-31$49,000
2010 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$246,117
Expenses. Total of all expenses incurred2010-12-31$8
Total plan assets at end of year2010-12-31$1,650,573
Total plan assets at beginning of year2010-12-31$1,404,464
Other income received2010-12-31$197,117
Net income (gross income less expenses)2010-12-31$246,109
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,650,573
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,404,464
Total contributions received or receivable from employer(s)2010-12-31$49,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

2019: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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