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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. 401(K) PLAN |
Employer identification number (EIN): | 205308118 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LYLE D. KURTZ | 2018-07-18 | ||
001 | 2016-01-01 | LYLE D. KURTZ | 2017-01-31 | ||
001 | 2015-01-01 | LYLE D. KURTZ | 2016-06-01 | ||
001 | 2014-01-01 | LYLE D. KURTZ |
Measure | Date | Value |
---|---|---|
2014: LYLE D. KURTZ, M. D. , INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : LYLE D. KURTZ, M. D. , INC. 401(K) PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $350 |
Total plan liabilities at beginning of year | 2014-12-31 | $620 |
Total income from all sources | 2014-12-31 | $166,667 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,665 |
Benefits paid (including direct rollovers) | 2014-12-31 | $505 |
Total plan assets at end of year | 2014-12-31 | $1,343,949 |
Total plan assets at beginning of year | 2014-12-31 | $1,188,217 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $48,400 |
Other income received | 2014-12-31 | $45,696 |
Net income (gross income less expenses) | 2014-12-31 | $156,002 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,343,599 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,187,597 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $72,571 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,160 |
2014: LYLE D. KURTZ, M. D. , INC. 401(K) 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 |