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Plan Name | LYLE D. KURTZ, M.D., INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LYLE D. KURTZ, M.D., INC. |
Employer identification number (EIN): | 805308118 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about LYLE D. KURTZ, M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2006-07-27 |
Company Identification Number: | C2839923 |
Legal Registered Office Address: |
8920 Wilshire Boulevard, Suite 323 Beverly Hills United States of America (USA) 90211 |
More information about LYLE D. KURTZ, M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | LYLE D KURTZ | |||
001 | 2012-01-01 | LYLE D KURTZ | |||
001 | 2011-01-01 | LYLE D KURTZ | |||
001 | 2010-01-01 | LYLE D KURTZ | |||
001 | 2009-01-01 | LYLE D. KURTZ, MD |
Measure | Date | Value |
---|---|---|
2013: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $620 |
Total plan liabilities at beginning of year | 2013-12-31 | $9,045 |
Total income from all sources | 2013-12-31 | $211,870 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,624 |
Benefits paid (including direct rollovers) | 2013-12-31 | $72 |
Total plan assets at end of year | 2013-12-31 | $1,188,217 |
Total plan assets at beginning of year | 2013-12-31 | $993,396 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $42,900 |
Other income received | 2013-12-31 | $99,227 |
Net income (gross income less expenses) | 2013-12-31 | $203,246 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,187,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $984,351 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $69,743 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,552 |
2012 : LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $9,045 |
Total plan liabilities at beginning of year | 2012-12-31 | $893 |
Total income from all sources | 2012-12-31 | $199,598 |
Expenses. Total of all expenses incurred | 2012-12-31 | $13,902 |
Total plan assets at end of year | 2012-12-31 | $993,396 |
Total plan assets at beginning of year | 2012-12-31 | $799,548 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $42,200 |
Other income received | 2012-12-31 | $86,710 |
Net income (gross income less expenses) | 2012-12-31 | $185,696 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $984,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $798,655 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $7,275 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $70,688 |
Value of corrective distributions | 2012-12-31 | $7,031 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,871 |
2011 : LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $893 |
Total plan liabilities at beginning of year | 2011-12-31 | $991 |
Total income from all sources | 2011-12-31 | $115,916 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,060 |
Total plan assets at end of year | 2011-12-31 | $799,548 |
Total plan assets at beginning of year | 2011-12-31 | $689,790 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $37,800 |
Other income received | 2011-12-31 | $7,955 |
Net income (gross income less expenses) | 2011-12-31 | $109,856 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $798,655 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $688,799 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $8,110 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $70,161 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,060 |
2010 : LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $991 |
Total plan liabilities at beginning of year | 2010-12-31 | $2,436 |
Total income from all sources | 2010-12-31 | $162,506 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,867 |
Total plan assets at end of year | 2010-12-31 | $689,790 |
Total plan assets at beginning of year | 2010-12-31 | $533,596 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $37,800 |
Other income received | 2010-12-31 | $54,651 |
Net income (gross income less expenses) | 2010-12-31 | $157,639 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $688,799 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $531,160 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $4,320 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $70,055 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,867 |
2013: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LYLE D. KURTZ, M.D., INC. 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LYLE D. KURTZ, M.D., INC. 401(K) 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LYLE D. KURTZ, M.D., INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |