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JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameJOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT
Plan identification number 001

JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT Benefits

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

401k Sponsoring company profile

JOHN R KARICKHOFF MD PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN R KARICKHOFF MD PC
Employer identification number (EIN):541092787
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-11-01JOHN R KARICKHOFF
0012014-11-01JOHN R KARICKHOFF
0012013-11-01JOHN R KARICKHOFF
0012012-11-01JOHN R KARICKHOFF
0012011-11-01JOHN R KARICKHOFF
0012010-11-01JOHN R KARICKHOFF
0012009-11-01JOHN R KARICKHOFF

Plan Statistics for JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure Date Value
2015: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-11-012
Total number of active participants reported on line 7a of the Form 55002015-11-010
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-11-012
Total number of active participants reported on line 7a of the Form 55002014-11-010
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-11-012
Total number of active participants reported on line 7a of the Form 55002013-11-012
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-012
Number of participants with account balances2013-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-11-012
Total number of active participants reported on line 7a of the Form 55002012-11-012
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-012
Number of participants with account balances2012-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-11-012
Total number of active participants reported on line 7a of the Form 55002011-11-012
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-012
Number of participants with account balances2011-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-11-012
Total number of active participants reported on line 7a of the Form 55002010-11-012
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-010
Total of all active and inactive participants2010-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-012
Number of participants with account balances2010-11-012
2009: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-11-012
Total number of active participants reported on line 7a of the Form 55002009-11-012
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-012
Number of participants with account balances2009-11-012

Financial Data on JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure Date Value
2016 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 401k financial data
Total income from all sources2016-10-31$57,332
Expenses. Total of all expenses incurred2016-10-31$2,734,647
Benefits paid (including direct rollovers)2016-10-31$2,734,647
Total plan assets at end of year2016-10-31$0
Total plan assets at beginning of year2016-10-31$2,677,315
Value of fidelity bond covering the plan2016-10-31$300,000
Other income received2016-10-31$57,332
Net income (gross income less expenses)2016-10-31$-2,677,315
Net plan assets at end of year (total assets less liabilities)2016-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$2,677,315
2015 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k financial data
Total income from all sources2015-10-31$186,387
Expenses. Total of all expenses incurred2015-10-31$101,000
Benefits paid (including direct rollovers)2015-10-31$101,000
Total plan assets at end of year2015-10-31$2,677,316
Total plan assets at beginning of year2015-10-31$2,591,929
Value of fidelity bond covering the plan2015-10-31$300,000
Other income received2015-10-31$186,387
Net income (gross income less expenses)2015-10-31$85,387
Net plan assets at end of year (total assets less liabilities)2015-10-31$2,677,316
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$2,591,929
2014 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k financial data
Total income from all sources2014-10-31$384,678
Expenses. Total of all expenses incurred2014-10-31$98,592
Benefits paid (including direct rollovers)2014-10-31$98,592
Total plan assets at end of year2014-10-31$2,591,929
Total plan assets at beginning of year2014-10-31$2,305,843
Value of fidelity bond covering the plan2014-10-31$300,000
Other income received2014-10-31$384,678
Net income (gross income less expenses)2014-10-31$286,086
Net plan assets at end of year (total assets less liabilities)2014-10-31$2,591,929
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$2,305,843
2013 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k financial data
Total income from all sources2013-10-31$455,068
Expenses. Total of all expenses incurred2013-10-31$82,000
Benefits paid (including direct rollovers)2013-10-31$82,000
Total plan assets at end of year2013-10-31$2,305,843
Total plan assets at beginning of year2013-10-31$1,932,775
Value of fidelity bond covering the plan2013-10-31$300,000
Other income received2013-10-31$425,068
Net income (gross income less expenses)2013-10-31$373,068
Net plan assets at end of year (total assets less liabilities)2013-10-31$2,305,843
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,932,775
Total contributions received or receivable from employer(s)2013-10-31$30,000
2012 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k financial data
Total income from all sources2012-10-31$154,020
Expenses. Total of all expenses incurred2012-10-31$75,000
Benefits paid (including direct rollovers)2012-10-31$75,000
Total plan assets at end of year2012-10-31$1,932,775
Total plan assets at beginning of year2012-10-31$1,853,755
Value of fidelity bond covering the plan2012-10-31$200,000
Other income received2012-10-31$154,020
Net income (gross income less expenses)2012-10-31$79,020
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,932,775
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,853,755
2011 : JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k financial data
Total income from all sources2011-10-31$217,654
Expenses. Total of all expenses incurred2011-10-31$62,500
Benefits paid (including direct rollovers)2011-10-31$62,500
Total plan assets at end of year2011-10-31$1,853,755
Total plan assets at beginning of year2011-10-31$1,698,601
Value of fidelity bond covering the plan2011-10-31$200,000
Other income received2011-10-31$181,263
Net income (gross income less expenses)2011-10-31$155,154
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,853,755
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,698,601
Total contributions received or receivable from employer(s)2011-10-31$36,391

Form 5500 Responses for JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT

2015: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01This submission is the final filingYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: JOHN R KARICKHOFF MD PC PROFIT SHARING PLAN AND TRUST AGREEMENT 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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