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RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameRICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST
Plan identification number 001

RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD M. KERNAGIS, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD M. KERNAGIS, D.M.D., P.A.
Employer identification number (EIN):593697984
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about RICHARD M. KERNAGIS, D.M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-01-29
Company Identification Number: P01000010640
Legal Registered Office Address: 4307 W JETTON AVE

TAMPA

33629

More information about RICHARD M. KERNAGIS, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01RICHARD M. KERNAGIS, D.M.D.2020-10-09
0012018-01-01RICHARD M. KERNAGIS, D.M.D.2019-10-14
0012017-01-01RICHARD M. KERNAGIS, D.M.D.
0012016-01-01RICHARD M. KERNAGIS, D.M.D.
0012015-01-01RICHARD M. KERNAGIS, D.M.D.
0012014-01-01RICHARD M. KERNAGIS, D.M.D.
0012013-01-01RICHARD M. KERNAGIS, D.M.D.
0012012-01-01RICHARD M. KERNAGIS, D.M.D.
0012011-01-01RICHARD M. KERNAGIS, D.M.D.
0012010-01-01RICHARD M. KERNAGIS, D.M.D. RICHARD M. KERNAGIS, D.M.D.2011-10-04
0012009-01-01RICHARD M. KERNAGIS, D.M.D. RICHARD M. KERNAGIS, D.M.D.2010-10-01

Financial Data on RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2024 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-1112743
Total liabilities as of the beginning of the plan year2024-11-113070
Total expenses incurred by plan in this plan year2024-11-1124769
Net assets as of the end of the plan year2024-11-112875347
Total assets as of the beginning of the plan year2024-11-112291999
Value of plan covered by a fidelity bond2024-11-11250000
Participant contributions to plan in this plan year2024-11-11119736
Value of participant loans at end of plan year2024-11-112116
Other expenses paid from plan in this plan year2024-11-110
Other contributions to plan in this plan year2024-11-110
Other income to plan in this plan year2024-11-11409500
Plan net income in this plan year2024-11-11573675
Net assets as of the end of the plan year2024-11-112862604
Net assets as of the beginning of the plan year2024-11-112288929
Employer contributions to plan in this plan year2024-11-1169208
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-1116486
2017 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,519
Total plan liabilities at beginning of year2017-12-31$2,002
Total income from all sources2017-12-31$241,054
Expenses. Total of all expenses incurred2017-12-31$18,522
Benefits paid (including direct rollovers)2017-12-31$10,016
Total plan assets at end of year2017-12-31$1,409,376
Total plan assets at beginning of year2017-12-31$1,187,327
Value of fidelity bond covering the plan2017-12-31$180,000
Total contributions received or receivable from participants2017-12-31$65,365
Other income received2017-12-31$132,712
Net income (gross income less expenses)2017-12-31$222,532
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,407,857
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,185,325
Assets. Value of participant loans2017-12-31$72,348
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$42,977
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,002
Total plan liabilities at beginning of year2016-12-31$2,361
Total income from all sources2016-12-31$195,763
Expenses. Total of all expenses incurred2016-12-31$13,593
Benefits paid (including direct rollovers)2016-12-31$4,821
Total plan assets at end of year2016-12-31$1,187,327
Total plan assets at beginning of year2016-12-31$1,005,516
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$63,406
Other income received2016-12-31$93,551
Net income (gross income less expenses)2016-12-31$182,170
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,185,325
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,003,155
Assets. Value of participant loans2016-12-31$13,727
Assets. Value of assets in partnership/joint-venture interests2016-12-31$272
Total contributions received or receivable from employer(s)2016-12-31$38,806
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$2,361
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$54,666
Expenses. Total of all expenses incurred2015-12-31$34,300
Benefits paid (including direct rollovers)2015-12-31$24,841
Total plan assets at end of year2015-12-31$1,005,516
Total plan assets at beginning of year2015-12-31$982,789
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$54,694
Other income received2015-12-31$-35,876
Net income (gross income less expenses)2015-12-31$20,366
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,003,155
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$982,789
Assets. Value of participant loans2015-12-31$47,376
Assets. Value of assets in partnership/joint-venture interests2015-12-31$2,368
Total contributions received or receivable from employer(s)2015-12-31$35,848
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,459
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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$123,040
Expenses. Total of all expenses incurred2014-12-31$8,128
Benefits paid (including direct rollovers)2014-12-31$85
Total plan assets at end of year2014-12-31$982,789
Total plan assets at beginning of year2014-12-31$867,877
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$58,044
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$30,712
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$114,912
Net plan assets at end of year (total assets less liabilities)2014-12-31$982,789
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$867,877
Assets. Value of participant loans2014-12-31$17,450
Assets. Value of assets in partnership/joint-venture interests2014-12-31$22,138
Total contributions received or receivable from employer(s)2014-12-31$34,284
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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$193,775
Expenses. Total of all expenses incurred2013-12-31$26,551
Benefits paid (including direct rollovers)2013-12-31$19,877
Total plan assets at end of year2013-12-31$867,877
Total plan assets at beginning of year2013-12-31$700,653
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$61,284
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$96,887
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$167,224
Net plan assets at end of year (total assets less liabilities)2013-12-31$867,877
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$700,653
Assets. Value of participant loans2013-12-31$39,445
Assets. Value of assets in partnership/joint-venture interests2013-12-31$26,922
Total contributions received or receivable from employer(s)2013-12-31$35,604
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$6,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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$142,622
Expenses. Total of all expenses incurred2012-12-31$27,990
Benefits paid (including direct rollovers)2012-12-31$23,108
Total plan assets at end of year2012-12-31$700,653
Total plan assets at beginning of year2012-12-31$586,021
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$53,707
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$60,403
Net income (gross income less expenses)2012-12-31$114,632
Net plan assets at end of year (total assets less liabilities)2012-12-31$700,653
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$586,021
Assets. Value of participant loans2012-12-31$53,749
Assets. Value of assets in partnership/joint-venture interests2012-12-31$27,677
Total contributions received or receivable from employer(s)2012-12-31$28,512
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$4,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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$52,259
Expenses. Total of all expenses incurred2011-12-31$40,386
Benefits paid (including direct rollovers)2011-12-31$35,843
Total plan assets at end of year2011-12-31$586,021
Total plan assets at beginning of year2011-12-31$574,148
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$37,943
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$2,923
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$11,873
Net plan assets at end of year (total assets less liabilities)2011-12-31$586,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$574,148
Assets. Value of participant loans2011-12-31$44,005
Assets. Value of assets in partnership/joint-venture interests2011-12-31$27,313
Total contributions received or receivable from employer(s)2011-12-31$11,393
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$4,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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$108,309
Expenses. Total of all expenses incurred2010-12-31$18,326
Benefits paid (including direct rollovers)2010-12-31$14,359
Total plan assets at end of year2010-12-31$574,148
Total plan assets at beginning of year2010-12-31$484,165
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$45,772
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$49,178
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$89,983
Net plan assets at end of year (total assets less liabilities)2010-12-31$574,148
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$484,165
Assets. Value of participant loans2010-12-31$77,239
Assets. Value of assets in partnership/joint-venture interests2010-12-31$26,876
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$34,111
Total contributions received or receivable from employer(s)2010-12-31$13,359
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$3,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 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 RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST

2017: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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
2010: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT PLAN & TRUST 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: RICHARD M. KERNAGIS, D.M.D., P.A. RETIREMENT 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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