JOHN F. KOZLOVSKY, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-01 | 51025 |
| Net assets as of the end of the plan year | 2025-05-01 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-01 | 50959 |
| Participant contributions to plan in this plan year | 2025-05-01 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-01 | 0 |
| Other contributions to plan in this plan year | 2025-05-01 | 0 |
| Other income to plan in this plan year | 2025-05-01 | 66 |
| Plan net income in this plan year | 2025-05-01 | -50959 |
| Net assets as of the end of the plan year | 2025-05-01 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-01 | 50959 |
| Employer contributions to plan in this plan year | 2025-05-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-01 | 0 |
| Total transfers to/from plan in this plan year | 2025-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-09 | 3063748 |
| Net assets as of the end of the plan year | 2025-04-09 | 50959 |
| Total assets as of the beginning of the plan year | 2025-04-09 | 2591842 |
| Participant contributions to plan in this plan year | 2025-04-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-09 | 7465 |
| Other contributions to plan in this plan year | 2025-04-09 | 0 |
| Other income to plan in this plan year | 2025-04-09 | 162865 |
| Plan net income in this plan year | 2025-04-09 | -2540883 |
| Net assets as of the end of the plan year | 2025-04-09 | 50959 |
| Net assets as of the beginning of the plan year | 2025-04-09 | 2591842 |
| Employer contributions to plan in this plan year | 2025-04-09 | 360000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-09 | 0 |
| 2024 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-29 | 15077 |
| Net assets as of the end of the plan year | 2024-05-29 | 2591842 |
| Total assets as of the beginning of the plan year | 2024-05-29 | 2197690 |
| Participant contributions to plan in this plan year | 2024-05-29 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-29 | 7014 |
| Other contributions to plan in this plan year | 2024-05-29 | 0 |
| Other income to plan in this plan year | 2024-05-29 | 109229 |
| Plan net income in this plan year | 2024-05-29 | 394152 |
| Net assets as of the end of the plan year | 2024-05-29 | 2591842 |
| Net assets as of the beginning of the plan year | 2024-05-29 | 2197690 |
| Employer contributions to plan in this plan year | 2024-05-29 | 300000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-29 | 0 |
| 2022 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 16474 |
| Net assets as of the end of the plan year | 2022-10-05 | 2409400 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 2145006 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 60000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-05 | 7537 |
| Other contributions to plan in this plan year | 2022-10-05 | 0 |
| Other income to plan in this plan year | 2022-10-05 | 192188 |
| Plan net income in this plan year | 2022-10-05 | 264394 |
| Net assets as of the end of the plan year | 2022-10-05 | 2409400 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 2145006 |
| Employer contributions to plan in this plan year | 2022-10-05 | 88680 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 0 |
| 2012 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $199,631 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,565 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $469,652 |
| Total plan assets at beginning of year | 2012-12-31 | $273,586 |
| Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,565 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $11,802 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $196,066 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $469,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $273,586 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $187,829 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $160,903 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,550 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $273,586 |
| Total plan assets at beginning of year | 2011-12-31 | $114,233 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| 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 | $5,277 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $159,353 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $273,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $114,233 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $155,626 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,550 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $114,233 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $114,233 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| 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 | $0 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $114,233 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $114,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $114,233 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
