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JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN Benefits

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

JOHN F. KIRK, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. KIRK, M.D., P.A.
Employer identification number (EIN):593313537
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JOHN F. KIRK, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-04-28
Company Identification Number: P95000033729
Legal Registered Office Address: 4444 CENTRAL AVE.

ST. PETERSBURG

33711

More information about JOHN F. KIRK, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN F. KIRK, M.D.2024-01-23
0012022-01-01JOHN F. KIRK, M.D.2023-01-23
0012021-01-01JOHN F. KIRK, M.D.2022-03-14
0012020-01-01JOHN F. KIRK, M.D.2021-05-10
0012019-01-01JOHN F. KIRK, M.D.2020-02-24
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHN F. KIRK, M.D.
0012013-01-01JOHN F. KIRK, M.D.
0012012-01-01JOHN F. KIRK, M.D.
0012011-01-01JOHN F. KIRK, M.D.
0012010-01-01JOHN F. KIRK, M.D.
0012009-01-01JOHN F. KIRK, M.D.

Plan Statistics for JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2023: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
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 balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN F. KIRK, 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 55002011-01-015
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN F. KIRK, 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 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN F. KIRK, 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 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$137,119
Expenses. Total of all expenses incurred2023-12-31$1,578,449
Benefits paid (including direct rollovers)2023-12-31$1,568,138
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$1,441,330
Value of fidelity bond covering the plan2023-12-31$200,000
Total contributions received or receivable from participants2023-12-31$11,975
Other income received2023-12-31$119,786
Net income (gross income less expenses)2023-12-31$-1,441,330
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$1,441,330
Total contributions received or receivable from employer(s)2023-12-31$5,358
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$10,311
2022 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-204,885
Expenses. Total of all expenses incurred2022-12-31$16,032
Benefits paid (including direct rollovers)2022-12-31$4,500
Total plan assets at end of year2022-12-31$1,441,330
Total plan assets at beginning of year2022-12-31$1,662,247
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$22,425
Other income received2022-12-31$-247,310
Net income (gross income less expenses)2022-12-31$-220,917
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,441,330
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,662,247
Total contributions received or receivable from employer(s)2022-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$11,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-12-31$0
2021 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$205,546
Expenses. Total of all expenses incurred2021-12-31$65,105
Benefits paid (including direct rollovers)2021-12-31$52,498
Total plan assets at end of year2021-12-31$1,662,247
Total plan assets at beginning of year2021-12-31$1,521,806
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$23,980
Other income received2021-12-31$161,566
Net income (gross income less expenses)2021-12-31$140,441
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,662,247
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,521,806
Total contributions received or receivable from employer(s)2021-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$183,316
Expenses. Total of all expenses incurred2020-12-31$24,184
Benefits paid (including direct rollovers)2020-12-31$18,000
Total plan assets at end of year2020-12-31$1,521,806
Total plan assets at beginning of year2020-12-31$1,362,674
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$20,630
Other income received2020-12-31$147,686
Net income (gross income less expenses)2020-12-31$159,132
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,521,806
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,362,674
Total contributions received or receivable from employer(s)2020-12-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$280,903
Expenses. Total of all expenses incurred2019-12-31$27,980
Benefits paid (including direct rollovers)2019-12-31$19,000
Total plan assets at end of year2019-12-31$1,362,674
Total plan assets at beginning of year2019-12-31$1,109,751
Value of fidelity bond covering the plan2019-12-31$120,000
Total contributions received or receivable from participants2019-12-31$20,915
Other income received2019-12-31$234,988
Net income (gross income less expenses)2019-12-31$252,923
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,362,674
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,109,751
Total contributions received or receivable from employer(s)2019-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-54,431
Expenses. Total of all expenses incurred2018-12-31$14,665
Benefits paid (including direct rollovers)2018-12-31$4,000
Total plan assets at end of year2018-12-31$1,109,751
Total plan assets at beginning of year2018-12-31$1,178,847
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$20,645
Other income received2018-12-31$-100,076
Net income (gross income less expenses)2018-12-31$-69,096
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,109,751
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,178,847
Total contributions received or receivable from employer(s)2018-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$206,030
Expenses. Total of all expenses incurred2017-12-31$100,598
Benefits paid (including direct rollovers)2017-12-31$91,652
Total plan assets at end of year2017-12-31$1,178,847
Total plan assets at beginning of year2017-12-31$1,073,415
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$17,555
Other income received2017-12-31$163,475
Net income (gross income less expenses)2017-12-31$105,432
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,178,847
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,073,415
Total contributions received or receivable from employer(s)2017-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$118,539
Expenses. Total of all expenses incurred2016-12-31$16,451
Benefits paid (including direct rollovers)2016-12-31$9,053
Total plan assets at end of year2016-12-31$1,073,415
Total plan assets at beginning of year2016-12-31$971,327
Value of fidelity bond covering the plan2016-12-31$120,000
Total contributions received or receivable from participants2016-12-31$16,395
Other income received2016-12-31$72,144
Net income (gross income less expenses)2016-12-31$102,088
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,073,415
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$971,327
Total contributions received or receivable from employer(s)2016-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$13,403
Expenses. Total of all expenses incurred2015-12-31$18,232
Benefits paid (including direct rollovers)2015-12-31$11,628
Total plan assets at end of year2015-12-31$971,327
Total plan assets at beginning of year2015-12-31$976,156
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$15,710
Other income received2015-12-31$-37,307
Net income (gross income less expenses)2015-12-31$-4,829
Net plan assets at end of year (total assets less liabilities)2015-12-31$971,327
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$976,156
Total contributions received or receivable from employer(s)2015-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$114,613
Expenses. Total of all expenses incurred2014-12-31$6,433
Total plan assets at end of year2014-12-31$976,156
Total plan assets at beginning of year2014-12-31$867,976
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$20,550
Other income received2014-12-31$58,563
Net income (gross income less expenses)2014-12-31$108,180
Net plan assets at end of year (total assets less liabilities)2014-12-31$976,156
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$867,976
Total contributions received or receivable from employer(s)2014-12-31$35,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$198,318
Expenses. Total of all expenses incurred2013-12-31$43,083
Benefits paid (including direct rollovers)2013-12-31$37,639
Total plan assets at end of year2013-12-31$867,976
Total plan assets at beginning of year2013-12-31$712,741
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$19,055
Other income received2013-12-31$143,763
Net income (gross income less expenses)2013-12-31$155,235
Net plan assets at end of year (total assets less liabilities)2013-12-31$867,976
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$712,741
Total contributions received or receivable from employer(s)2013-12-31$35,500
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$139,134
Expenses. Total of all expenses incurred2012-12-31$4,768
Total plan assets at end of year2012-12-31$712,741
Total plan assets at beginning of year2012-12-31$578,375
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$20,880
Other income received2012-12-31$82,751
Net income (gross income less expenses)2012-12-31$134,366
Net plan assets at end of year (total assets less liabilities)2012-12-31$712,741
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$578,375
Total contributions received or receivable from employer(s)2012-12-31$35,503
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,768
2011 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
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$37,494
Expenses. Total of all expenses incurred2011-12-31$5,160
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$578,375
Total plan assets at beginning of year2011-12-31$546,041
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$22,075
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,581
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$32,334
Net plan assets at end of year (total assets less liabilities)2011-12-31$578,375
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$546,041
Total contributions received or receivable from employer(s)2011-12-31$30,000
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$5,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$114,486
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$546,041
Total plan assets at beginning of year2010-12-31$431,555
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$20,538
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$160
Other income received2010-12-31$63,788
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$114,486
Net plan assets at end of year (total assets less liabilities)2010-12-31$546,041
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$431,555
Total contributions received or receivable from employer(s)2010-12-31$30,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN

2023: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 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: JOHN F. KIRK, 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: JOHN F. KIRK, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: JOHN F. KIRK, 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

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number11396522
Policy instance 1
Insurance contract or identification number11396522
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $480
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRAYMOND BOURQUE
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number11396522
Policy instance 1
Insurance contract or identification number11396522
Number of Individuals Covered6
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $960
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $960
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number11396522
Policy instance 1
Insurance contract or identification number11396522
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,400
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees2400
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES

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