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KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameKAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 003

KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

KAUFMAN & ZINSMEISTER, MD PA has sponsored the creation of one or more 401k plans.

Company Name:KAUFMAN & ZINSMEISTER, MD PA
Employer identification number (EIN):521193819
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01STEVEN KAUFMAN MD
0032017-01-01STEVEN KAUFMAN MD
0032016-01-01DEBORAH HINES
0032015-01-01DEBORAH HINES
0032014-01-01STEVEN KAUFMAN
0032013-01-01STEVEN K. KAUFMAN
0032012-01-01KAUFMAN ZINSMEISTER MD PA
0032011-01-01KAUFMAN ZINSMEISTER MD PA
0032009-01-01KAUFMAN ZINSMEISTER MD PA

Plan Statistics for KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
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 participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
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 participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-22,912
Expenses. Total of all expenses incurred2022-12-31$45,869
Benefits paid (including direct rollovers)2022-12-31$42,235
Total plan assets at end of year2022-12-31$511,718
Total plan assets at beginning of year2022-12-31$580,499
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$69,940
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-112,504
Net income (gross income less expenses)2022-12-31$-68,781
Net plan assets at end of year (total assets less liabilities)2022-12-31$511,718
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$580,499
Assets. Value of participant loans2022-12-31$18,856
Total contributions received or receivable from employer(s)2022-12-31$19,652
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,634
2021 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$141,205
Expenses. Total of all expenses incurred2021-12-31$35,293
Benefits paid (including direct rollovers)2021-12-31$32,380
Total plan assets at end of year2021-12-31$580,499
Total plan assets at beginning of year2021-12-31$474,587
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$16,228
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$114,653
Net income (gross income less expenses)2021-12-31$105,912
Net plan assets at end of year (total assets less liabilities)2021-12-31$580,499
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$474,587
Assets. Value of participant loans2021-12-31$9,222
Total contributions received or receivable from employer(s)2021-12-31$10,324
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,913
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$138,272
Expenses. Total of all expenses incurred2020-12-31$17,211
Benefits paid (including direct rollovers)2020-12-31$15,005
Total plan assets at end of year2020-12-31$474,587
Total plan assets at beginning of year2020-12-31$353,526
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$36,548
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$84,863
Net income (gross income less expenses)2020-12-31$121,061
Net plan assets at end of year (total assets less liabilities)2020-12-31$474,587
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$353,526
Assets. Value of participant loans2020-12-31$25,922
Total contributions received or receivable from employer(s)2020-12-31$16,861
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$382,750
Expenses. Total of all expenses incurred2019-12-31$1,179,067
Benefits paid (including direct rollovers)2019-12-31$1,172,242
Total plan assets at end of year2019-12-31$353,526
Total plan assets at beginning of year2019-12-31$1,149,843
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$42,940
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$323,476
Net income (gross income less expenses)2019-12-31$-796,317
Net plan assets at end of year (total assets less liabilities)2019-12-31$353,526
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,149,843
Assets. Value of participant loans2019-12-31$28,076
Total contributions received or receivable from employer(s)2019-12-31$16,334
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-1,426
Expenses. Total of all expenses incurred2018-12-31$698,210
Benefits paid (including direct rollovers)2018-12-31$697,790
Total plan assets at end of year2018-12-31$1,149,843
Total plan assets at beginning of year2018-12-31$1,849,479
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$38,175
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-54,866
Net income (gross income less expenses)2018-12-31$-699,636
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,149,843
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,849,479
Assets. Value of participant loans2018-12-31$38,878
Total contributions received or receivable from employer(s)2018-12-31$15,265
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$355,303
Expenses. Total of all expenses incurred2017-12-31$70,769
Benefits paid (including direct rollovers)2017-12-31$70,694
Total plan assets at end of year2017-12-31$1,849,479
Total plan assets at beginning of year2017-12-31$1,564,945
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$46,886
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$289,564
Net income (gross income less expenses)2017-12-31$284,534
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,849,479
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,564,945
Assets. Value of participant loans2017-12-31$41,020
Total contributions received or receivable from employer(s)2017-12-31$18,853
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$206,703
Expenses. Total of all expenses incurred2016-12-31$61,176
Benefits paid (including direct rollovers)2016-12-31$44,400
Total plan assets at end of year2016-12-31$1,564,945
Total plan assets at beginning of year2016-12-31$1,419,418
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$57,912
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$118,755
Net income (gross income less expenses)2016-12-31$145,527
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,564,945
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,419,418
Assets. Value of participant loans2016-12-31$15,179
Total contributions received or receivable from employer(s)2016-12-31$30,036
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$16,776
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 securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$87,959
Expenses. Total of all expenses incurred2015-12-31$11,903
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,419,418
Total plan assets at beginning of year2015-12-31$1,343,362
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$51,094
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,315
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$76,056
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,419,418
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,343,362
Assets. Value of participant loans2015-12-31$19,648
Total contributions received or receivable from employer(s)2015-12-31$6,550
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$11,903
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$134,708
Expenses. Total of all expenses incurred2014-12-31$11,344
Benefits paid (including direct rollovers)2014-12-31$321
Total plan assets at end of year2014-12-31$1,343,362
Total plan assets at beginning of year2014-12-31$1,219,998
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$44,024
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$80,390
Net income (gross income less expenses)2014-12-31$123,364
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,343,362
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,219,998
Assets. Value of participant loans2014-12-31$2,895
Total contributions received or receivable from employer(s)2014-12-31$10,294
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$11,023
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$265,729
Expenses. Total of all expenses incurred2013-12-31$79,448
Benefits paid (including direct rollovers)2013-12-31$79,383
Total plan assets at end of year2013-12-31$1,219,998
Total plan assets at beginning of year2013-12-31$1,033,717
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$52,484
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$206,761
Net income (gross income less expenses)2013-12-31$186,281
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,219,998
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,033,717
Assets. Value of participant loans2013-12-31$4,962
Total contributions received or receivable from employer(s)2013-12-31$6,484
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$182,018
Expenses. Total of all expenses incurred2012-12-31$453,926
Benefits paid (including direct rollovers)2012-12-31$453,731
Total plan assets at end of year2012-12-31$1,033,717
Total plan assets at beginning of year2012-12-31$1,305,625
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$38,485
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$143,533
Net income (gross income less expenses)2012-12-31$-271,908
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,033,717
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,305,625
Assets. Value of participant loans2012-12-31$7,998
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$60,305
Expenses. Total of all expenses incurred2011-12-31$123,346
Benefits paid (including direct rollovers)2011-12-31$123,058
Total plan assets at end of year2011-12-31$1,305,625
Total plan assets at beginning of year2011-12-31$1,368,666
Value of fidelity bond covering the plan2011-12-31$0
Total contributions received or receivable from participants2011-12-31$65,781
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,569
Net income (gross income less expenses)2011-12-31$-63,041
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,305,625
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,368,666
Assets. Value of participant loans2011-12-31$17,239
Total contributions received or receivable from employer(s)2011-12-31$9,093
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$282,830
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,368,666
Total plan assets at beginning of year2010-12-31$1,085,836
Value of fidelity bond covering the plan2010-12-31$0
Total contributions received or receivable from participants2010-12-31$95,774
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$162,708
Net income (gross income less expenses)2010-12-31$282,830
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,368,666
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,085,836
Assets. Value of participant loans2010-12-31$14,638
Total contributions received or receivable from employer(s)2010-12-31$24,348
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST

2022: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: KAUFMAN & ZINSMEISTER MD PA 401(K) PROFIT SHARING PLAN & 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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: KAUFMAN & ZINSMEISTER MD PA 401(K) 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
2009: KAUFMAN & ZINSMEISTER MD PA 401(K) 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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