JAMES M. KOERTEN, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST
401k plan membership statisitcs for JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-26 | 5 |
| Total number of particpants at end of year | 2025-09-26 | 1 |
| Number of Participants With Account Balances | 2025-09-26 | 1 |
| 2024: JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-06 | 10 |
| Total number of particpants at end of year | 2024-05-06 | 5 |
| Number of Participants With Account Balances | 2024-05-06 | 5 |
| 2022: JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-04-14 | 10 |
| Total number of particpants at end of year | 2022-04-14 | 11 |
| Number of Participants With Account Balances | 2022-04-14 | 11 |
| 2007: JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 8 |
| Number of participants with account balances | 2007-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-26 | 288065 |
| Net assets as of the end of the plan year | 2025-09-26 | 3542204 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 3435942 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 400000 |
| Other income to plan in this plan year | 2025-09-26 | 334668 |
| Plan net income in this plan year | 2025-09-26 | 106262 |
| Net assets as of the end of the plan year | 2025-09-26 | 3542204 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 3435942 |
| Employer contributions to plan in this plan year | 2025-09-26 | 59659 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 43460 |
| 2024 : JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-06 | 122418 |
| Net assets as of the end of the plan year | 2024-05-06 | 3435942 |
| Total assets as of the beginning of the plan year | 2024-05-06 | 3113514 |
| Value of plan covered by a fidelity bond | 2024-05-06 | 400000 |
| Other income to plan in this plan year | 2024-05-06 | 395001 |
| Plan net income in this plan year | 2024-05-06 | 322428 |
| Net assets as of the end of the plan year | 2024-05-06 | 3435942 |
| Net assets as of the beginning of the plan year | 2024-05-06 | 3113514 |
| Employer contributions to plan in this plan year | 2024-05-06 | 49845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-06 | 42305 |
| 2022 : JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-14 | 45743 |
| Net assets as of the end of the plan year | 2022-04-14 | 3623579 |
| Total assets as of the beginning of the plan year | 2022-04-14 | 3104047 |
| Value of plan covered by a fidelity bond | 2022-04-14 | 300000 |
| Participant contributions to plan in this plan year | 2022-04-14 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-14 | 0 |
| Other contributions to plan in this plan year | 2022-04-14 | 0 |
| Other income to plan in this plan year | 2022-04-14 | 489441 |
| Plan net income in this plan year | 2022-04-14 | 519532 |
| Net assets as of the end of the plan year | 2022-04-14 | 3623579 |
| Net assets as of the beginning of the plan year | 2022-04-14 | 3104047 |
| Employer contributions to plan in this plan year | 2022-04-14 | 75834 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-14 | 40643 |
| 2007 : JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST 2007 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2007-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2007-12-31 | $49,726 |
| Amount contributed by the employer to the plan for this plan year | 2007-12-31 | $49,726 |
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