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THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS J. KATTA, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. KATTA, M.D., P.A.
Employer identification number (EIN):593216133
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THOMAS J. KATTA, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-12-13
Company Identification Number: P93000085883
Legal Registered Office Address: 976 LAKE BALDWIN LANE, SUITE 101

ORLANDO

32814

More information about THOMAS J. KATTA, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS KATTA2023-04-04
0012021-01-01THOMAS KATTA2023-04-04
0012019-05-01THOMAS KATTA2023-04-04
0012014-01-01
0012013-01-01
0012012-01-01THOMAS KATTA
0012011-01-01KAREN CANZONERI
0012010-01-01KAREN CANZONERI
0012009-01-01KAREN CANZONERI
0012009-01-01KAREN CANZONERI
0012008-01-01KAREN CANZONERI
0012007-01-01KAREN CANZONERI
0012006-01-01KAREN CANZONERI
0012005-01-01KAREN CANZONERI
0012004-01-01KAREN CANZONERI

Plan Statistics for THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2014: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-019
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
2011: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016
2008: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-013
Total of all active and inactive participants2008-01-013
Total participants2008-01-013
Number of participants with account balances2008-01-013
2007: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-013
Number of retired or separated participants receiving benefits2007-01-011
Total of all active and inactive participants2007-01-014
Total participants2007-01-014
Number of participants with account balances2007-01-014
2006: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-014
Total number of active participants reported on line 7a of the Form 55002006-01-013
Number of retired or separated participants receiving benefits2006-01-011
Total of all active and inactive participants2006-01-014
Total participants2006-01-014
Number of participants with account balances2006-01-014
2005: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-014
Total number of active participants reported on line 7a of the Form 55002005-01-013
Number of retired or separated participants receiving benefits2005-01-011
Total of all active and inactive participants2005-01-014
Total participants2005-01-014
Number of participants with account balances2005-01-014
2004: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-015
Total number of active participants reported on line 7a of the Form 55002004-01-014
Total of all active and inactive participants2004-01-014
Total participants2004-01-014
Number of participants with account balances2004-01-014

Financial Data on THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2014 : THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$29,989
Expenses. Total of all expenses incurred2014-12-31$2,287,711
Benefits paid (including direct rollovers)2014-12-31$2,279,227
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$2,257,722
Other income received2014-12-31$29,989
Net income (gross income less expenses)2014-12-31$-2,257,722
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,257,722
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,484
2013 : THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$413,135
Expenses. Total of all expenses incurred2013-12-31$38,896
Benefits paid (including direct rollovers)2013-12-31$11,720
Total plan assets at end of year2013-12-31$2,257,722
Total plan assets at beginning of year2013-12-31$1,883,483
Other income received2013-12-31$413,135
Net income (gross income less expenses)2013-12-31$374,239
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,257,722
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,883,483
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$27,176
2012 : THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$138,637
Expenses. Total of all expenses incurred2012-12-31$1,461
Total plan assets at end of year2012-12-31$1,883,483
Total plan assets at beginning of year2012-12-31$1,746,307
Other income received2012-12-31$138,637
Net income (gross income less expenses)2012-12-31$137,176
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,883,483
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,746,307
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,461
2011 : THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-45,247
Expenses. Total of all expenses incurred2011-12-31$36,276
Benefits paid (including direct rollovers)2011-12-31$27,163
Total plan assets at end of year2011-12-31$1,746,307
Total plan assets at beginning of year2011-12-31$1,827,830
Total contributions received or receivable from participants2011-12-31$18,000
Other income received2011-12-31$-68,634
Net income (gross income less expenses)2011-12-31$-81,523
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,746,307
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,827,830
Total contributions received or receivable from employer(s)2011-12-31$5,387
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,113
2010 : THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$202,839
Expenses. Total of all expenses incurred2010-12-31$15,005
Total plan assets at end of year2010-12-31$1,827,830
Total plan assets at beginning of year2010-12-31$1,639,996
Total contributions received or receivable from participants2010-12-31$20,450
Other income received2010-12-31$175,216
Net income (gross income less expenses)2010-12-31$187,834
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,827,830
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,639,996
Total contributions received or receivable from employer(s)2010-12-31$7,173
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,005

Form 5500 Responses for THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN

2014: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 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: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 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: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 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: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 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
2008: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: THOMAS J. KATTA, M.D., P.A. PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes

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