STEPHEN O. KOVACS, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN O. KOVACS, M.D. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-29 | 19360 |
| Net assets as of the end of the plan year | 2025-07-29 | 1823124 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 1423338 |
| Participant contributions to plan in this plan year | 2025-07-29 | 32457 |
| Other income to plan in this plan year | 2025-07-29 | 336108 |
| Plan net income in this plan year | 2025-07-29 | 399786 |
| Net assets as of the end of the plan year | 2025-07-29 | 1823124 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 1423338 |
| Employer contributions to plan in this plan year | 2025-07-29 | 50581 |
| 2024 : STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-09 | 0 |
| Net assets as of the end of the plan year | 2024-08-09 | 1423338 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 1271488 |
| Participant contributions to plan in this plan year | 2024-08-09 | 31581 |
| Other income to plan in this plan year | 2024-08-09 | 98042 |
| Plan net income in this plan year | 2024-08-09 | 151850 |
| Net assets as of the end of the plan year | 2024-08-09 | 1423338 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 1271488 |
| Employer contributions to plan in this plan year | 2024-08-09 | 22227 |
| 2014 : STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 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 | $154,383 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $883,085 |
| Total plan assets at beginning of year | 2014-12-31 | $728,702 |
| Value of fidelity bond covering the plan | 2014-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,637 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $84,976 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $154,383 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $883,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $728,702 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $43,770 |
| 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 | $0 |
| 2013 : STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 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 | $239,663 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $728,702 |
| Total plan assets at beginning of year | 2013-12-31 | $489,039 |
| Total contributions received or receivable from participants | 2013-12-31 | $24,102 |
| 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 | $165,800 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $239,663 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $728,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $489,039 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $49,761 |
| 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 | $0 |
| 2012 : STEPHEN O. KOVACS, M.D. RETIREMENT 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 | $79,460 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $489,039 |
| Total plan assets at beginning of year | 2012-12-31 | $409,579 |
| Total contributions received or receivable from participants | 2012-12-31 | $17,537 |
| 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 | $61,386 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $79,460 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $489,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $409,579 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $537 |
| 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 |
| 2011 : STEPHEN O. KOVACS, M.D. RETIREMENT 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 | $60,589 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $409,579 |
| Total plan assets at beginning of year | 2011-12-31 | $348,990 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,704 |
| 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 | $2,891 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $60,589 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $409,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $348,990 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,994 |
| 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 | $0 |
| 2010 : STEPHEN O. KOVACS, M.D. RETIREMENT 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 | $99,966 |
| 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 | $348,990 |
| Total plan assets at beginning of year | 2010-12-31 | $249,024 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,564 |
| 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 | $42,542 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $99,966 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $348,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $249,024 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $39,860 |
| 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 |
| 2009 : STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 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 |
| 2014: STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STEPHEN O. KOVACS, M.D. RETIREMENT 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: STEPHEN O. KOVACS, M.D. RETIREMENT 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: STEPHEN O. KOVACS, M.D. RETIREMENT 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 |
| 2009: STEPHEN O. KOVACS, M.D. RETIREMENT PLAN 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
