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DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameDAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN
Plan identification number 002

DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 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

DAVID A. KIPPER, M.D.,A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. KIPPER, M.D.,A PROFESSIONAL CORPORATION
Employer identification number (EIN):954676968
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01DAVID KIPPER2016-08-19 DAVID KIPPER2016-08-19
0022014-01-01DAVID A. KIPPER2015-10-14
0022013-01-01DAVID A. KIPPER2014-08-18
0022012-01-01DAVID A. KIPPER, M.D.2013-07-29
0022011-01-01DAVID A. KIPPER, M.D.2012-10-12

Plan Statistics for DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN

Measure Date Value
2025: DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-087
Total number of particpants at end of year2025-10-088
Number of Participants With Account Balances2025-10-088
2024: DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-187
Total number of particpants at end of year2024-09-187
Number of Participants With Account Balances2024-09-187

Financial Data on DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN

Measure Date Value
2025 : DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0823313
Net assets as of the end of the plan year2025-10-08716988
Total assets as of the beginning of the plan year2025-10-08649388
Value of plan covered by a fidelity bond2025-10-0830000
Other income to plan in this plan year2025-10-0872214
Plan net income in this plan year2025-10-0867600
Net assets as of the end of the plan year2025-10-08716988
Net assets as of the beginning of the plan year2025-10-08649388
Employer contributions to plan in this plan year2025-10-0818699
Fees paid to broker by Benefit Provider2025-10-08356
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0810532
2024 : DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1820123
Net assets as of the end of the plan year2024-09-18649388
Total assets as of the beginning of the plan year2024-09-18566510
Value of plan covered by a fidelity bond2024-09-1830000
Value of participant loans at end of plan year2024-09-180
Other income to plan in this plan year2024-09-1884916
Plan net income in this plan year2024-09-1882878
Net assets as of the end of the plan year2024-09-18649388
Net assets as of the beginning of the plan year2024-09-18566510
Employer contributions to plan in this plan year2024-09-1818085
Fees paid to broker by Benefit Provider2024-09-18307
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-189258

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