ROBERT B. KOSER, M.D. P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT B. KOSER, M.D. P.A. 401K PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBERT B. KOSER, M.D. P.A. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-11-27 | 1130154 |
| Net assets as of the end of the plan year | 2024-11-27 | 35634 |
| Total assets as of the beginning of the plan year | 2024-11-27 | 1064468 |
| Value of plan covered by a fidelity bond | 2024-11-27 | 150000 |
| Participant contributions to plan in this plan year | 2024-11-27 | 30000 |
| Other income to plan in this plan year | 2024-11-27 | 66145 |
| Plan net income in this plan year | 2024-11-27 | -1028834 |
| Net assets as of the end of the plan year | 2024-11-27 | 35634 |
| Net assets as of the beginning of the plan year | 2024-11-27 | 1064468 |
| Employer contributions to plan in this plan year | 2024-11-27 | 5175 |
| Fees paid to broker by Benefit Provider | 2024-11-27 | 477 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-27 | 14220 |
| Total expenses incurred by plan in this plan year | 2024-10-31 | 35938 |
| Net assets as of the end of the plan year | 2024-10-31 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-31 | 35634 |
| Value of plan covered by a fidelity bond | 2024-10-31 | 150000 |
| Other income to plan in this plan year | 2024-10-31 | 304 |
| Plan net income in this plan year | 2024-10-31 | -35634 |
| Net assets as of the end of the plan year | 2024-10-31 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-31 | 35634 |
| Fees paid to broker by Benefit Provider | 2024-10-31 | 4 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-31 | 348 |
| 2012 : ROBERT B. KOSER, M.D. P.A. 401K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $65,867 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $34,942 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,942 |
| Total plan assets at end of year | 2012-12-31 | $187,909 |
| Total plan assets at beginning of year | 2012-12-31 | $156,984 |
| Total contributions received or receivable from participants | 2012-12-31 | $28,611 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $23,545 |
| Net income (gross income less expenses) | 2012-12-31 | $30,925 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $187,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $156,984 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,711 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ROBERT B. KOSER, M.D. P.A. 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $28,328 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $156,984 |
| Total plan assets at beginning of year | 2011-12-31 | $128,656 |
| Total contributions received or receivable from participants | 2011-12-31 | $27,972 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-12,090 |
| Net income (gross income less expenses) | 2011-12-31 | $28,328 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $156,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $128,656 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,446 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : ROBERT B. KOSER, M.D. P.A. 401K PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $51,092 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,800 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,800 |
| Total plan assets at end of year | 2010-12-31 | $128,656 |
| Total plan assets at beginning of year | 2010-12-31 | $79,364 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,295 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $9,967 |
| Net income (gross income less expenses) | 2010-12-31 | $49,292 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $128,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $79,364 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,830 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2012: ROBERT B. KOSER, M.D. P.A. 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ROBERT B. KOSER, M.D. P.A. 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ROBERT B. KOSER, M.D. P.A. 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
