| Plan Name | MICHAEL K. POE, P.A. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MICHAEL K. POE, P.A. |
| Employer identification number (EIN): | 592685215 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about MICHAEL K. POE, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1986-06-06 |
| Company Identification Number: | J17961 |
| Legal Registered Office Address: |
540 NORTH HARBOR CITY BLVD. MELBOURNE 32935 |
More information about MICHAEL K. POE, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | MICHAEL K. POE | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | MICHAEL K. POE | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MICHAEL K. POE | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | MICHAEL POE | MICHAEL POE | ||
| 001 | 2017-01-01 | MICHAEL K. POE | MICHAEL K. POE | ||
| 001 | 2016-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2017-07-24 | |
| 001 | 2015-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2016-07-25 | |
| 001 | 2014-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2015-10-14 | |
| 001 | 2013-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2014-10-15 | |
| 001 | 2012-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2013-07-22 | |
| 001 | 2011-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2012-07-23 | |
| 001 | 2009-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2010-09-16 | |
| 001 | 2009-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2010-09-08 | |
| 001 | 2009-01-01 | MICHAEL K. POE | MICHAEL K. POE | 2010-09-01 |
| Measure | Date | Value |
|---|---|---|
| 2023 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $-30,910 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $731,612 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $731,612 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $762,522 |
| Other income received | 2023-12-31 | $-30,910 |
| Net income (gross income less expenses) | 2023-12-31 | $-762,522 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $762,522 |
| 2022 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-283,497 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,618 |
| Total plan assets at end of year | 2022-12-31 | $762,522 |
| Total plan assets at beginning of year | 2022-12-31 | $1,053,637 |
| Other income received | 2022-12-31 | $-283,497 |
| Net income (gross income less expenses) | 2022-12-31 | $-291,115 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $762,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,053,637 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,618 |
| 2021 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $147,412 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,119 |
| Total plan assets at end of year | 2021-12-31 | $1,053,637 |
| Total plan assets at beginning of year | 2021-12-31 | $914,344 |
| Other income received | 2021-12-31 | $147,412 |
| Net income (gross income less expenses) | 2021-12-31 | $139,293 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,053,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $914,344 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,119 |
| 2020 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $185,759 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,124 |
| Total plan assets at end of year | 2020-12-31 | $914,344 |
| Total plan assets at beginning of year | 2020-12-31 | $734,709 |
| Other income received | 2020-12-31 | $185,759 |
| Net income (gross income less expenses) | 2020-12-31 | $179,635 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $914,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $734,709 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,124 |
| 2019 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $128,790 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,167 |
| Total plan assets at end of year | 2019-12-31 | $734,709 |
| Total plan assets at beginning of year | 2019-12-31 | $615,086 |
| Other income received | 2019-12-31 | $128,790 |
| Net income (gross income less expenses) | 2019-12-31 | $119,623 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $734,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $615,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,167 |
| 2018 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-45,126 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,658 |
| Total plan assets at end of year | 2018-12-31 | $615,086 |
| Total plan assets at beginning of year | 2018-12-31 | $669,870 |
| Other income received | 2018-12-31 | $-45,126 |
| Net income (gross income less expenses) | 2018-12-31 | $-54,784 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $615,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $669,870 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,658 |
| 2017 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $-32,249 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,491 |
| Total plan assets at end of year | 2017-12-31 | $669,870 |
| Total plan assets at beginning of year | 2017-12-31 | $710,610 |
| Other income received | 2017-12-31 | $-32,249 |
| Net income (gross income less expenses) | 2017-12-31 | $-40,740 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $669,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $710,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,491 |
| 2016 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $59,039 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,077 |
| Total plan assets at end of year | 2016-12-31 | $710,610 |
| Total plan assets at beginning of year | 2016-12-31 | $658,648 |
| Other income received | 2016-12-31 | $59,039 |
| Net income (gross income less expenses) | 2016-12-31 | $51,962 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $710,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $658,648 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,077 |
| 2015 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $-10,600 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,892 |
| Total plan assets at end of year | 2015-12-31 | $658,648 |
| Total plan assets at beginning of year | 2015-12-31 | $675,140 |
| Other income received | 2015-12-31 | $-10,600 |
| Net income (gross income less expenses) | 2015-12-31 | $-16,492 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $658,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $675,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,892 |
| 2014 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $49,361 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,036 |
| Total plan assets at end of year | 2014-12-31 | $675,140 |
| Total plan assets at beginning of year | 2014-12-31 | $630,815 |
| Other income received | 2014-12-31 | $49,361 |
| Net income (gross income less expenses) | 2014-12-31 | $44,325 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $675,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $630,815 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,036 |
| 2013 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $85,721 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,119 |
| Total plan assets at end of year | 2013-12-31 | $630,815 |
| Total plan assets at beginning of year | 2013-12-31 | $548,213 |
| Other income received | 2013-12-31 | $85,721 |
| Net income (gross income less expenses) | 2013-12-31 | $82,602 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $630,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $548,213 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,119 |
| 2012 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $25,294 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $79 |
| Total plan assets at end of year | 2012-12-31 | $548,213 |
| Total plan assets at beginning of year | 2012-12-31 | $522,998 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $79 |
| Other income received | 2012-12-31 | $25,294 |
| Net income (gross income less expenses) | 2012-12-31 | $25,215 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $548,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $522,998 |
| 2011 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $-61,728 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $108 |
| Total plan assets at end of year | 2011-12-31 | $522,998 |
| Total plan assets at beginning of year | 2011-12-31 | $584,834 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $108 |
| Other income received | 2011-12-31 | $-61,728 |
| Net income (gross income less expenses) | 2011-12-31 | $-61,836 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $522,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $584,834 |
| 2010 : MICHAEL K. POE, P.A. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $109,844 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $75 |
| Total plan assets at end of year | 2010-12-31 | $584,834 |
| Total plan assets at beginning of year | 2010-12-31 | $475,065 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $75 |
| Other income received | 2010-12-31 | $55,573 |
| Net income (gross income less expenses) | 2010-12-31 | $109,769 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $584,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $475,065 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $54,271 |