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KNEIBERT CLINIC 401K RETIREMENT PLAN 401k Plan overview

Plan NameKNEIBERT CLINIC 401K RETIREMENT PLAN
Plan identification number 002

KNEIBERT CLINIC 401K 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

KNEIBERT CLINIC has sponsored the creation of one or more 401k plans.

Company Name:KNEIBERT CLINIC
Employer identification number (EIN):430639459
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNEIBERT CLINIC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01ROBERT E. CHRISTIAN
0022015-01-01ROBERT E. CHRISTIAN
0022014-01-01ROBERT E. CHRISTIAN
0022013-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2014-09-08
0022012-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2013-09-25
0022011-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2012-09-28
0022010-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2011-09-09
0022009-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2010-10-08
0022009-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2010-10-07
0022009-01-01ROBERT E. CHRISTIAN ROBERT E. CHRISTIAN2010-10-07

Plan Statistics for KNEIBERT CLINIC 401K RETIREMENT PLAN

401k plan membership statisitcs for KNEIBERT CLINIC 401K RETIREMENT PLAN

Measure Date Value
2017: KNEIBERT CLINIC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KNEIBERT CLINIC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01161
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KNEIBERT CLINIC 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01161
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KNEIBERT CLINIC 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KNEIBERT CLINIC 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01167
2012: KNEIBERT CLINIC 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01169
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KNEIBERT CLINIC 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KNEIBERT CLINIC 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-01115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01184
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KNEIBERT CLINIC 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01208
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01190
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on KNEIBERT CLINIC 401K RETIREMENT PLAN

Measure Date Value
2017 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,094
Total income from all sources (including contributions)2017-12-31$1,080,991
Total loss/gain on sale of assets2017-12-31$667,872
Total of all expenses incurred2017-12-31$23,867,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,644,049
Expenses. Certain deemed distributions of participant loans2017-12-31$167,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$22,800,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,488
Total interest from all sources2017-12-31$15,012
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$92,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$203,145
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$610,851
Other income not declared elsewhere2017-12-31$306
Administrative expenses (other) incurred2017-12-31$2,140
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$14,094
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$-97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-22,786,239
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,786,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$53,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,088,887
Interest on participant loans2017-12-31$0
Income. Interest from US Government securities2017-12-31$10,030
Income. Interest from corporate debt instruments2017-12-31$205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,434,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,434,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,777
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$448,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$265,460
Net investment gain/loss from pooled separate accounts2017-12-31$39,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$143,248
Income. Dividends from common stock2017-12-31$92,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,644,049
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,594
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,863,774
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$11,163,147
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,495,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KERBER, ECK AND BRAECKEL LLP
Accountancy firm EIN2017-12-31430352985
2016 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$440,507
Total unrealized appreciation/depreciation of assets2016-12-31$440,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,377,859
Total loss/gain on sale of assets2016-12-31$-21,351
Total of all expenses incurred2016-12-31$2,005,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,775,694
Expenses. Certain deemed distributions of participant loans2016-12-31$43,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$144,188
Value of total assets at end of year2016-12-31$22,800,333
Value of total assets at beginning of year2016-12-31$23,414,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$186,541
Total interest from all sources2016-12-31$64,634
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$274,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$203,145
Participant contributions at beginning of year2016-12-31$282,932
Assets. Other investments not covered elsewhere at end of year2016-12-31$610,851
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$589,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,962
Liabilities. Value of operating payables at end of year2016-12-31$14,094
Total non interest bearing cash at end of year2016-12-31$-97
Total non interest bearing cash at beginning of year2016-12-31$24,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-628,027
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,786,239
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,414,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$183,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,088,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,845,462
Interest on participant loans2016-12-31$9,646
Income. Interest from US Government securities2016-12-31$30,073
Income. Interest from corporate debt instruments2016-12-31$19,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,434,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,291,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,291,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,977
Asset value of US Government securities at end of year2016-12-31$448,352
Asset value of US Government securities at beginning of year2016-12-31$1,090,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$446,840
Net investment gain/loss from pooled separate accounts2016-12-31$28,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$144,188
Employer contributions (assets) at end of year2016-12-31$143,248
Employer contributions (assets) at beginning of year2016-12-31$319,095
Income. Dividends from common stock2016-12-31$274,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,775,694
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,594
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,313
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$8,863,774
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,964,256
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$9,586,433
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,607,784
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2016-12-31430661705
2015 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-211,254
Total unrealized appreciation/depreciation of assets2015-12-31$-211,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$641,709
Total loss/gain on sale of assets2015-12-31$-515,141
Total of all expenses incurred2015-12-31$2,017,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,830,743
Expenses. Certain deemed distributions of participant loans2015-12-31$6,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,154,962
Value of total assets at end of year2015-12-31$23,414,266
Value of total assets at beginning of year2015-12-31$24,790,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$180,762
Total interest from all sources2015-12-31$53,307
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$279,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$491,873
Participant contributions at end of year2015-12-31$282,932
Participant contributions at beginning of year2015-12-31$364,652
Assets. Other investments not covered elsewhere at end of year2015-12-31$589,045
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$606,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$-139
Other income not declared elsewhere2015-12-31$726
Administrative expenses (other) incurred2015-12-31$3,207
Total non interest bearing cash at end of year2015-12-31$24,154
Total non interest bearing cash at beginning of year2015-12-31$47,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,376,276
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,414,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,790,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$177,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,845,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,747,944
Interest on participant loans2015-12-31$16,244
Income. Interest from US Government securities2015-12-31$14,595
Income. Interest from corporate debt instruments2015-12-31$21,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,291,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,730,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,730,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$782
Asset value of US Government securities at end of year2015-12-31$1,090,501
Asset value of US Government securities at beginning of year2015-12-31$938,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,926
Net investment gain/loss from pooled separate accounts2015-12-31$-17,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$663,089
Employer contributions (assets) at end of year2015-12-31$319,095
Employer contributions (assets) at beginning of year2015-12-31$253,561
Income. Dividends from common stock2015-12-31$279,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,830,743
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,313
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$179,927
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,964,256
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,922,422
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$6,229,365
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,744,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2015-12-31430661705
2014 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$1,008,089
Total unrealized appreciation/depreciation of assets2014-12-31$1,008,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,446,810
Total loss/gain on sale of assets2014-12-31$-429,687
Total of all expenses incurred2014-12-31$438,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$227,609
Expenses. Certain deemed distributions of participant loans2014-12-31$10,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,118,325
Value of total assets at end of year2014-12-31$24,790,542
Value of total assets at beginning of year2014-12-31$22,782,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200,778
Total interest from all sources2014-12-31$60,565
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$303,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$456,877
Participant contributions at end of year2014-12-31$364,652
Participant contributions at beginning of year2014-12-31$292,175
Assets. Other investments not covered elsewhere at end of year2014-12-31$606,143
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$487,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$-139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$-2,140
Other income not declared elsewhere2014-12-31$248
Administrative expenses (other) incurred2014-12-31$4,125
Total non interest bearing cash at end of year2014-12-31$47,218
Total non interest bearing cash at beginning of year2014-12-31$40,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,007,891
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,790,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,782,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$196,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,747,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,428,782
Interest on participant loans2014-12-31$16,094
Income. Interest from US Government securities2014-12-31$16,472
Income. Interest from corporate debt instruments2014-12-31$27,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,730,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,123,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,123,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$845
Asset value of US Government securities at end of year2014-12-31$938,172
Asset value of US Government securities at beginning of year2014-12-31$1,048,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$360,744
Net investment gain/loss from pooled separate accounts2014-12-31$24,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$661,448
Employer contributions (assets) at end of year2014-12-31$253,561
Employer contributions (assets) at beginning of year2014-12-31$339,629
Income. Dividends from common stock2014-12-31$303,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$227,609
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$179,927
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$181,828
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,922,422
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,843,503
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$6,893,042
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,322,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2014-12-31430661705
2013 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,715,625
Total unrealized appreciation/depreciation of assets2013-12-31$1,715,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,963,334
Total loss/gain on sale of assets2013-12-31$-36,704
Total of all expenses incurred2013-12-31$443,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,213,456
Value of total assets at end of year2013-12-31$22,782,651
Value of total assets at beginning of year2013-12-31$19,262,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,202
Total interest from all sources2013-12-31$66,169
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$272,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$488,248
Participant contributions at end of year2013-12-31$292,175
Participant contributions at beginning of year2013-12-31$235,495
Assets. Other investments not covered elsewhere at end of year2013-12-31$487,036
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$417,549
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$-2,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$-2,761
Other income not declared elsewhere2013-12-31$43
Administrative expenses (other) incurred2013-12-31$2,943
Total non interest bearing cash at end of year2013-12-31$40,688
Total non interest bearing cash at beginning of year2013-12-31$27,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,520,212
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,782,651
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,262,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$162,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,428,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,691,823
Interest on participant loans2013-12-31$12,206
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$19,331
Income. Interest from corporate debt instruments2013-12-31$33,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,123,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,655,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,655,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$994
Asset value of US Government securities at end of year2013-12-31$1,048,142
Asset value of US Government securities at beginning of year2013-12-31$1,275,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$658,069
Net investment gain/loss from pooled separate accounts2013-12-31$73,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$725,208
Employer contributions (assets) at end of year2013-12-31$339,629
Employer contributions (assets) at beginning of year2013-12-31$272,400
Income. Dividends from common stock2013-12-31$272,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,920
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$181,828
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$159,468
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,843,503
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,529,653
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$4,759,702
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,796,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2013-12-31430661705
2012 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$504,560
Total unrealized appreciation/depreciation of assets2012-12-31$504,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,735,848
Total loss/gain on sale of assets2012-12-31$-67,713
Total of all expenses incurred2012-12-31$422,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$276,941
Expenses. Certain deemed distributions of participant loans2012-12-31$5,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,181,609
Value of total assets at end of year2012-12-31$19,262,439
Value of total assets at beginning of year2012-12-31$16,949,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,977
Total interest from all sources2012-12-31$85,648
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$245,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$444,873
Participant contributions at end of year2012-12-31$235,495
Participant contributions at beginning of year2012-12-31$223,064
Assets. Other investments not covered elsewhere at end of year2012-12-31$417,549
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$380,679
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$25,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$-2,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$-2,953
Other income not declared elsewhere2012-12-31$579
Administrative expenses (other) incurred2012-12-31$1,975
Total non interest bearing cash at end of year2012-12-31$27,790
Total non interest bearing cash at beginning of year2012-12-31$24,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,313,214
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,262,439
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,949,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$138,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,691,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,234,809
Interest on participant loans2012-12-31$11,226
Income. Interest from US Government securities2012-12-31$27,285
Income. Interest from corporate debt instruments2012-12-31$45,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,655,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,864,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,864,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,904
Asset value of US Government securities at end of year2012-12-31$1,275,369
Asset value of US Government securities at beginning of year2012-12-31$1,469,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$744,419
Net investment gain/loss from pooled separate accounts2012-12-31$41,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$736,736
Employer contributions (assets) at end of year2012-12-31$272,400
Employer contributions (assets) at beginning of year2012-12-31$261,216
Income. Dividends from common stock2012-12-31$245,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$251,941
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$159,468
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$337,734
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,529,653
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,156,695
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,456,508
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,524,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2012-12-31430661705
2011 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-23,797
Total unrealized appreciation/depreciation of assets2011-12-31$-23,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,202,001
Total loss/gain on sale of assets2011-12-31$-181,525
Total of all expenses incurred2011-12-31$1,069,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$914,914
Expenses. Certain deemed distributions of participant loans2011-12-31$22,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,130,156
Value of total assets at end of year2011-12-31$16,949,225
Value of total assets at beginning of year2011-12-31$16,816,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$131,915
Total interest from all sources2011-12-31$106,692
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$218,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$427,167
Participant contributions at end of year2011-12-31$223,064
Participant contributions at beginning of year2011-12-31$218,386
Assets. Other investments not covered elsewhere at end of year2011-12-31$380,679
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$400,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$-2,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$-430
Administrative expenses (other) incurred2011-12-31$2,390
Total non interest bearing cash at end of year2011-12-31$24,773
Total non interest bearing cash at beginning of year2011-12-31$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$132,278
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,949,225
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,816,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$129,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,234,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,154,454
Income. Interest from loans (other than to participants)2011-12-31$11,765
Interest earned on other investments2011-12-31$982
Income. Interest from US Government securities2011-12-31$39,535
Income. Interest from corporate debt instruments2011-12-31$52,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,864,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,475,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,475,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,455
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$488,167
Asset value of US Government securities at end of year2011-12-31$1,469,108
Asset value of US Government securities at beginning of year2011-12-31$1,710,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,796
Net investment gain/loss from pooled separate accounts2011-12-31$-16,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$702,989
Employer contributions (assets) at end of year2011-12-31$261,216
Employer contributions (assets) at beginning of year2011-12-31$307,743
Income. Dividends from common stock2011-12-31$218,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$426,747
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$337,734
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$327,632
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,156,695
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,218,042
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,334,211
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,515,736
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2011-12-31430661705
2010 : KNEIBERT CLINIC 401K RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,035,989
Total unrealized appreciation/depreciation of assets2010-12-31$1,035,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,955,785
Total loss/gain on sale of assets2010-12-31$-51,354
Total of all expenses incurred2010-12-31$2,372,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,226,711
Expenses. Certain deemed distributions of participant loans2010-12-31$23,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,127,954
Value of total assets at end of year2010-12-31$16,816,947
Value of total assets at beginning of year2010-12-31$16,234,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$122,663
Total interest from all sources2010-12-31$114,460
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$212,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$442,880
Participant contributions at end of year2010-12-31$218,386
Participant contributions at beginning of year2010-12-31$253,755
Assets. Other investments not covered elsewhere at end of year2010-12-31$400,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$-430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,271
Other income not declared elsewhere2010-12-31$1,533
Administrative expenses (other) incurred2010-12-31$2,324
Total non interest bearing cash at end of year2010-12-31$3,885
Total non interest bearing cash at beginning of year2010-12-31$36,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$582,797
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,816,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,234,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$120,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,154,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,044,047
Interest on participant loans2010-12-31$-792
Income. Interest from loans (other than to participants)2010-12-31$15,507
Income. Interest from US Government securities2010-12-31$43,333
Income. Interest from corporate debt instruments2010-12-31$54,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,475,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,313,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,313,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,265
Asset value of US Government securities at end of year2010-12-31$1,710,534
Asset value of US Government securities at beginning of year2010-12-31$2,018,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$513,951
Net investment gain/loss from pooled separate accounts2010-12-31$896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$685,074
Employer contributions (assets) at end of year2010-12-31$307,743
Employer contributions (assets) at beginning of year2010-12-31$262,324
Income. Dividends from common stock2010-12-31$212,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,226,711
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$327,632
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$144,943
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,218,042
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,158,326
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,002,671
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,054,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KRAFT, MILES AND TATUM, LLC
Accountancy firm EIN2010-12-31430661705
2009 : KNEIBERT CLINIC 401K RETIREMENT PLAN 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 KNEIBERT CLINIC 401K RETIREMENT PLAN

2017: KNEIBERT CLINIC 401K RETIREMENT PLAN 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 filingYes
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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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: KNEIBERT CLINIC 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: KNEIBERT CLINIC 401K RETIREMENT PLAN 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

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