401k Plan data: KIDZ THERAPY RETIREMENT PLAN AND TRUST plan

KIDZ THERAPY RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	KIDZ THERAPY RETIREMENT PLAN AND TRUST
Plan identification number	001

KIDZ THERAPY RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KIDZ THERAPY SERVICES SLP, OT, PT, LMSW, PSYCHOLOGY, AUDIOLOGY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: KIDZ THERAPY SERVICES SLP, OT, PT, LMSW, PSYCHOLOGY, AUDIOLOGY, PLLC

Employer identification number (EIN): 113432499

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIDZ THERAPY RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 SCOTT KLIGMAN 2020-10-09
001 2018-01-01 SCOTT KLIGMAN 2019-09-04
001 2017-01-01 SCOTT KLIGMAN
001 2016-01-01 SCOTT KLIGMAN
001 2015-01-01 SCOTT KLIGMAN
001 2014-01-01 SCOTT KLIGMAN
001 2013-01-01 SCOTT KLIGMAN
001 2012-01-01 SCOTT KLIGMAN
001 2011-01-01 SCOTT KLIGMAN
001 2009-01-01 SCOTT KLIGMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	SCOTT KLIGMAN	2020-10-09
001	2018-01-01	SCOTT KLIGMAN	2019-09-04
001	2017-01-01	SCOTT KLIGMAN
001	2016-01-01	SCOTT KLIGMAN
001	2015-01-01	SCOTT KLIGMAN
001	2014-01-01	SCOTT KLIGMAN
001	2013-01-01	SCOTT KLIGMAN
001	2012-01-01	SCOTT KLIGMAN
001	2011-01-01	SCOTT KLIGMAN
001	2009-01-01	SCOTT KLIGMAN

Financial Data on KIDZ THERAPY RETIREMENT PLAN AND TRUST

Measure	Date	Value
2017 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$751,860
Expenses. Total of all expenses incurred	2017-12-31	$99,637
Benefits paid (including direct rollovers)	2017-12-31	$97,562
Total plan assets at end of year	2017-12-31	$4,590,054
Total plan assets at beginning of year	2017-12-31	$3,937,831
Value of fidelity bond covering the plan	2017-12-31	$393,784
Total contributions received or receivable from participants	2017-12-31	$52,172
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$440,224
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$652,223
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,590,054
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,937,831
Total contributions received or receivable from employer(s)	2017-12-31	$259,464
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$489,269
Expenses. Total of all expenses incurred	2016-12-31	$104,399
Benefits paid (including direct rollovers)	2016-12-31	$100,999
Total plan assets at end of year	2016-12-31	$3,937,831
Total plan assets at beginning of year	2016-12-31	$3,552,961
Value of fidelity bond covering the plan	2016-12-31	$355,297
Total contributions received or receivable from participants	2016-12-31	$60,467
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$183,654
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$384,870
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,937,831
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,552,961
Total contributions received or receivable from employer(s)	2016-12-31	$245,148
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$328,851
Expenses. Total of all expenses incurred	2015-12-31	$191,932
Benefits paid (including direct rollovers)	2015-12-31	$189,026
Total plan assets at end of year	2015-12-31	$3,552,961
Total plan assets at beginning of year	2015-12-31	$3,416,042
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$60,065
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$11,716
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$136,919
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,552,961
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,416,042
Total contributions received or receivable from employer(s)	2015-12-31	$257,070
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$391,600
Expenses. Total of all expenses incurred	2014-12-31	$96,973
Benefits paid (including direct rollovers)	2014-12-31	$94,719
Total plan assets at end of year	2014-12-31	$3,416,042
Total plan assets at beginning of year	2014-12-31	$3,121,415
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$4,233
Other income received	2014-12-31	$137,427
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$294,627
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,416,042
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,121,415
Total contributions received or receivable from employer(s)	2014-12-31	$249,940
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$556,131
Expenses. Total of all expenses incurred	2013-12-31	$8,072
Benefits paid (including direct rollovers)	2013-12-31	$7,132
Total plan assets at end of year	2013-12-31	$3,121,415
Total plan assets at beginning of year	2013-12-31	$2,573,356
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$293,314
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$548,059
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,121,415
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,573,356
Total contributions received or receivable from employer(s)	2013-12-31	$262,817
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 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	$425,555
Expenses. Total of all expenses incurred	2012-12-31	$8,165
Benefits paid (including direct rollovers)	2012-12-31	$6,742
Total plan assets at end of year	2012-12-31	$2,573,356
Total plan assets at beginning of year	2012-12-31	$2,155,966
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$163,807
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$417,390
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,573,356
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,155,966
Total contributions received or receivable from employer(s)	2012-12-31	$261,748
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	$1,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 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	$231,771
Expenses. Total of all expenses incurred	2011-12-31	$452
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,155,966
Total plan assets at beginning of year	2011-12-31	$1,924,647
Value of fidelity bond covering the plan	2011-12-31	$50,000
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	$11,779
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$231,319
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,155,966
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,924,647
Total contributions received or receivable from employer(s)	2011-12-31	$219,992
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	$452
2010 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 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	$548,881
Expenses. Total of all expenses incurred	2010-12-31	$14,319
Benefits paid (including direct rollovers)	2010-12-31	$14,076
Total plan assets at end of year	2010-12-31	$1,924,647
Total plan assets at beginning of year	2010-12-31	$1,390,085
Value of fidelity bond covering the plan	2010-12-31	$50,000
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	$97,156
Other income received	2010-12-31	$176,814
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$534,562
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,924,647
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,390,085
Total contributions received or receivable from employer(s)	2010-12-31	$274,911
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	$243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KIDZ THERAPY RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KIDZ THERAPY RETIREMENT PLAN AND TRUST

2017: KIDZ THERAPY RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KIDZ THERAPY RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KIDZ THERAPY RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KIDZ THERAPY RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KIDZ THERAPY RETIREMENT PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KIDZ THERAPY RETIREMENT PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KIDZ THERAPY RETIREMENT PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KIDZ THERAPY RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP768
Policy instance	1

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See full terms and conditions

Company Name:	KIDZ THERAPY SERVICES SLP, OT, PT, LMSW, PSYCHOLOGY, AUDIOLOGY, PLLC
Employer identification number (EIN):	113432499
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners