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KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameKIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST
Plan identification number 001

KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KIDNEY & HYPERTENSION CONSULTANTS, S.C. has sponsored the creation of one or more 401k plans.

Company Name:KIDNEY & HYPERTENSION CONSULTANTS, S.C.
Employer identification number (EIN):820558911
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DAIVA K. VALAITIS
0012017-01-01DAIVA K. VALAITIS
0012016-01-01DAIVA K. VALAITIS
0012015-01-01DAIVA K. VALAITIS
0012014-01-01DAIVA K. VALAITIS
0012013-01-01DAIVA K. VALAITIS
0012012-01-01DAIVA K. VALAITIS
0012011-01-01DAIVA K. VALAITIS
0012010-01-01DAIVA K. VALAITIS
0012009-01-01DAIVA K. VALAITIS

Plan Statistics for KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST

401k plan membership statisitcs for KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST

Measure Date Value
2022: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST

Measure Date Value
2022 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-484,249
Expenses. Total of all expenses incurred2022-12-31$16,406
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$4,596,729
Total plan assets at beginning of year2022-12-31$5,097,384
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$50,200
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-669,850
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-500,655
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,596,729
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,097,384
Total contributions received or receivable from employer(s)2022-12-31$135,401
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$16,406
2021 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$749,821
Expenses. Total of all expenses incurred2021-12-31$15,668
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$5,097,384
Total plan assets at beginning of year2021-12-31$4,363,231
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$48,100
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$575,332
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$734,153
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,097,384
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,363,231
Total contributions received or receivable from employer(s)2021-12-31$126,389
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,668
2020 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$819,922
Expenses. Total of all expenses incurred2020-12-31$12,397
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,363,231
Total plan assets at beginning of year2020-12-31$3,555,706
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$46,800
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$652,342
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$807,525
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,363,231
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,555,706
Total contributions received or receivable from employer(s)2020-12-31$120,780
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,397
2019 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$701,637
Expenses. Total of all expenses incurred2019-12-31$10,616
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$3,555,706
Total plan assets at beginning of year2019-12-31$2,864,685
Value of fidelity bond covering the plan2019-12-31$290,000
Total contributions received or receivable from participants2019-12-31$46,600
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$538,241
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$691,021
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,555,706
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,864,685
Total contributions received or receivable from employer(s)2019-12-31$116,796
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,616
2018 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$30,340
Expenses. Total of all expenses incurred2018-12-31$2,551
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,864,685
Total plan assets at beginning of year2018-12-31$2,836,896
Value of fidelity bond covering the plan2018-12-31$285,000
Total contributions received or receivable from participants2018-12-31$45,600
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-132,124
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$27,789
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,864,685
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,836,896
Total contributions received or receivable from employer(s)2018-12-31$116,864
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,551
2017 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$598,216
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,836,896
Total plan assets at beginning of year2017-12-31$2,238,680
Value of fidelity bond covering the plan2017-12-31$285,000
Total contributions received or receivable from participants2017-12-31$44,600
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$439,973
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$598,216
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,836,896
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,238,680
Total contributions received or receivable from employer(s)2017-12-31$113,643
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$282,412
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,238,680
Total plan assets at beginning of year2016-12-31$1,956,268
Value of fidelity bond covering the plan2016-12-31$225,000
Total contributions received or receivable from participants2016-12-31$44,700
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,388
Other income received2016-12-31$123,547
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$282,412
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,238,680
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,956,268
Total contributions received or receivable from employer(s)2016-12-31$110,777
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$151,013
Expenses. Total of all expenses incurred2015-12-31$372
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,956,268
Total plan assets at beginning of year2015-12-31$1,805,627
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$44,600
Expenses. Other expenses not covered elsewhere2015-12-31$372
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,364
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$150,641
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,956,268
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,805,627
Total contributions received or receivable from employer(s)2015-12-31$110,777
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$214,174
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,805,627
Total plan assets at beginning of year2014-12-31$1,591,453
Value of fidelity bond covering the plan2014-12-31$175,000
Total contributions received or receivable from participants2014-12-31$37,600
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$67,286
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$214,174
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,805,627
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,591,453
Total contributions received or receivable from employer(s)2014-12-31$109,288
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$364,678
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,591,453
Total plan assets at beginning of year2013-12-31$1,226,775
Total contributions received or receivable from participants2013-12-31$37,400
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$221,698
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$364,678
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,591,453
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,226,775
Total contributions received or receivable from employer(s)2013-12-31$105,580
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$242,665
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,226,775
Total plan assets at beginning of year2012-12-31$984,110
Total contributions received or receivable from participants2012-12-31$34,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$111,178
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$242,665
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,226,775
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$984,110
Total contributions received or receivable from employer(s)2012-12-31$97,487
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$101,267
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$984,110
Total plan assets at beginning of year2011-12-31$882,843
Total contributions received or receivable from participants2011-12-31$33,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-31,708
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$101,267
Net plan assets at end of year (total assets less liabilities)2011-12-31$984,110
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$882,843
Total contributions received or receivable from employer(s)2011-12-31$99,975
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$147,471
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$841,960
Total plan assets at beginning of year2010-12-31$694,489
Total contributions received or receivable from participants2010-12-31$33,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$57,540
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$147,471
Net plan assets at end of year (total assets less liabilities)2010-12-31$841,960
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$694,489
Total contributions received or receivable from employer(s)2010-12-31$56,931
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST

2022: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KIDNEY & HYPERTENSION CONSULTANTS, S.C. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberIRK107772
Policy instance 1
Insurance contract or identification numberIRK107772
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,938
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,938
Insurance broker organization code?3
Insurance broker nameDENISE POLING
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 004 )
Policy contract numberIRK107772
Policy instance 1
Insurance contract or identification numberIRK107772
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,169
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,169
Insurance broker organization code?3
Insurance broker nameDENISE POLING

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