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PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA
Plan identification number 001

PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

KAREN J KOZLOWSKI MD PA has sponsored the creation of one or more 401k plans.

Company Name:KAREN J KOZLOWSKI MD PA
Employer identification number (EIN):710748537
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01KAREN J. KOZLOWSKI, MD2014-06-23
0012012-01-01KAREN J. KOZLOWSKI, MD2013-07-15
0012011-01-01KAREN J KOZLOWSKI MD

Plan Statistics for PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA

Measure Date Value
2011: PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011

Financial Data on PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA

Measure Date Value
2011 : PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA 2011 401k financial data
Total income from all sources2011-12-31$29,957
Expenses. Total of all expenses incurred2011-12-31$35,931
Benefits paid (including direct rollovers)2011-12-31$27,884
Total plan assets at end of year2011-12-31$631,444
Total plan assets at beginning of year2011-12-31$637,418
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$10,200
Expenses. Other expenses not covered elsewhere2011-12-31$8,047
Other income received2011-12-31$-11,543
Net income (gross income less expenses)2011-12-31$-5,974
Net plan assets at end of year (total assets less liabilities)2011-12-31$631,444
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$637,418
Total contributions received or receivable from employer(s)2011-12-31$31,300
2010 : PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA 2010 401k financial data
Total income from all sources2010-12-31$111,701
Expenses. Total of all expenses incurred2010-12-31$58,728
Benefits paid (including direct rollovers)2010-12-31$51,409
Total plan assets at end of year2010-12-31$637,418
Total plan assets at beginning of year2010-12-31$584,445
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$10,915
Expenses. Other expenses not covered elsewhere2010-12-31$7,319
Other income received2010-12-31$78,460
Net income (gross income less expenses)2010-12-31$52,973
Net plan assets at end of year (total assets less liabilities)2010-12-31$637,418
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$584,445
Total contributions received or receivable from employer(s)2010-12-31$22,326

Form 5500 Responses for PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA

2011: PROFIT SHARING PLAN & TRUST - KAREN J KOZLOWSKI MD PA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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