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KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 401k Plan overview

Plan NameKANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN
Plan identification number 001

KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KANSAS CITY INTERNAL MEDICINE PA has sponsored the creation of one or more 401k plans.

Company Name:KANSAS CITY INTERNAL MEDICINE PA
Employer identification number (EIN):431201337
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PAULA PICKETT DUNN
0012015-01-01PAULA PICKETT DUNN
0012014-01-01JEAN A. HANSEN JEAN A. HANSEN2015-09-29
0012013-07-01JEAN A. HANSEN JEAN A. HANSEN2014-09-23
0012012-07-01JEAN HANSEN JEAN HANSEN2014-03-05
0012011-07-01JEAN A HANSEN JEAN A HANSEN2013-04-12
0012010-07-01LORI A. MALLORY
0012009-07-01LORI A. MALLORY

Plan Statistics for KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

401k plan membership statisitcs for KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

Measure Date Value
2016: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01172
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01169
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01186
Total number of active participants reported on line 7a of the Form 55002013-07-01151
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0139
Total of all active and inactive participants2013-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01191
Number of participants with account balances2013-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01191
Total number of active participants reported on line 7a of the Form 55002012-07-01143
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01167
Number of participants with account balances2012-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01161
Total number of active participants reported on line 7a of the Form 55002011-07-01140
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0135
Total of all active and inactive participants2011-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01175
Number of participants with account balances2011-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01158
Total number of active participants reported on line 7a of the Form 55002010-07-01124
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0133
Total of all active and inactive participants2010-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01157
Number of participants with account balances2010-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01148
Total number of active participants reported on line 7a of the Form 55002009-07-01122
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0125
Total of all active and inactive participants2009-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01147
Number of participants with account balances2009-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

Measure Date Value
2016 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-01$0
Total transfer of assets from this plan2016-01-01$12,800,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
Total income from all sources (including contributions)2016-01-01$0
Total loss/gain on sale of assets2016-01-01$0
Total of all expenses incurred2016-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-01$0
Value of total assets at end of year2016-01-01$0
Value of total assets at beginning of year2016-01-01$12,800,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-01$0
Total interest from all sources2016-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-01-01$0
Was this plan covered by a fidelity bond2016-01-01Yes
Value of fidelity bond cover2016-01-01$500,000
If this is an individual account plan, was there a blackout period2016-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2016-01-01No
Participant contributions at end of year2016-01-01$0
Participant contributions at beginning of year2016-01-01$109,057
Assets. Other investments not covered elsewhere at end of year2016-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2016-01-01$1,329,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Value of net income/loss2016-01-01$0
Value of net assets at end of year (total assets less liabilities)2016-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2016-01-01$12,800,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-01No
Were any leases to which the plan was party in default or uncollectible2016-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-01$10,630,463
Value of interest in common/collective trusts at end of year2016-01-01$0
Value of interest in common/collective trusts at beginning of year2016-01-01$731,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-01$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-01$70
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-01No
Was there a failure to transmit to the plan any participant contributions2016-01-01No
Has the plan failed to provide any benefit when due under the plan2016-01-01No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-01Yes
Did the plan have assets held for investment2016-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-01Yes
Opinion of an independent qualified public accountant for this plan2016-01-01Disclaimer
Accountancy firm name2016-01-01PICKETT CHENEY MCMULLEN LLP
Accountancy firm EIN2016-01-01481243610
2015 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$592,050
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,592,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,518,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$631,146
Value of total assets at end of year2015-12-31$12,800,784
Value of total assets at beginning of year2015-12-31$13,801,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$74,144
Total interest from all sources2015-12-31$5,559
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$459,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$459,460
Administrative expenses professional fees incurred2015-12-31$34,720
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$631,146
Participant contributions at end of year2015-12-31$109,057
Participant contributions at beginning of year2015-12-31$151,789
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,329,969
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,367,379
Other income not declared elsewhere2015-12-31$-14,717
Administrative expenses (other) incurred2015-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,000,937
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,800,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,801,721
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$39,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,630,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,032,776
Interest on participant loans2015-12-31$5,559
Value of interest in common/collective trusts at end of year2015-12-31$731,225
Value of interest in common/collective trusts at beginning of year2015-12-31$929,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$70
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-477,908
Net investment gain or loss from common/collective trusts2015-12-31$-11,490
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$319,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,518,843
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PICKETT CHENEY MCMULLEN LLP
Accountancy firm EIN2015-12-31481243610
2014 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,863,201
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,390,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,327,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,149,647
Value of total assets at end of year2014-12-31$13,801,721
Value of total assets at beginning of year2014-12-31$13,329,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,681
Total interest from all sources2014-12-31$7,252
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$182,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$182,019
Administrative expenses professional fees incurred2014-12-31$27,705
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$702,283
Participant contributions at end of year2014-12-31$151,789
Participant contributions at beginning of year2014-12-31$178,066
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,367,379
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,249,244
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,508
Other income not declared elsewhere2014-12-31$140,865
Administrative expenses (other) incurred2014-12-31$33
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$472,228
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,801,721
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,329,493
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$35,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,032,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,214,733
Interest on participant loans2014-12-31$7,252
Value of interest in common/collective trusts at end of year2014-12-31$929,008
Value of interest in common/collective trusts at beginning of year2014-12-31$1,203,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$321,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$321,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$381,806
Net investment gain or loss from common/collective trusts2014-12-31$1,612
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$319,856
Employer contributions (assets) at end of year2014-12-31$319,856
Employer contributions (assets) at beginning of year2014-12-31$162,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,327,292
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICKETT CHENEY MCMULLEN LLP
Accountancy firm EIN2014-12-31481243610
2013 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,973,242
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,978,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,945,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$550,660
Value of total assets at end of year2013-12-31$13,329,493
Value of total assets at beginning of year2013-12-31$14,335,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,567
Total interest from all sources2013-12-31$4,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$273,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$273,240
Administrative expenses professional fees incurred2013-12-31$13,749
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$337,989
Participant contributions at end of year2013-12-31$178,066
Participant contributions at beginning of year2013-12-31$139,086
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$24,443
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,249,244
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,110,888
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,000
Other income not declared elsewhere2013-12-31$138,356
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,005,669
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,329,493
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,335,162
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$19,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,214,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,058,982
Interest on participant loans2013-12-31$4,063
Value of interest in common/collective trusts at end of year2013-12-31$1,203,087
Value of interest in common/collective trusts at beginning of year2013-12-31$3,680,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$321,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,006,693
Net investment gain or loss from common/collective trusts2013-12-31$230
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$162,671
Employer contributions (assets) at end of year2013-12-31$162,671
Employer contributions (assets) at beginning of year2013-12-31$321,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,945,344
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PICKETT CHENEY MCMULLEN LLP
Accountancy firm EIN2013-12-31481243610
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,314,233
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$709,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$675,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$989,166
Value of total assets at end of year2013-06-30$14,335,162
Value of total assets at beginning of year2013-06-30$12,730,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$34,014
Total interest from all sources2013-06-30$57,444
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$205,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$205,841
Administrative expenses professional fees incurred2013-06-30$4,973
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$667,899
Participant contributions at end of year2013-06-30$139,086
Participant contributions at beginning of year2013-06-30$142,494
Participant contributions at end of year2013-06-30$24,443
Participant contributions at beginning of year2013-06-30$24,354
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,110,888
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$915,666
Other income not declared elsewhere2013-06-30$143,479
Administrative expenses (other) incurred2013-06-30$40
Total non interest bearing cash at end of year2013-06-30$131
Total non interest bearing cash at beginning of year2013-06-30$19,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,604,411
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,335,162
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,730,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$29,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,058,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,474,035
Income. Interest from loans (other than to participants)2013-06-30$5,661
Interest earned on other investments2013-06-30$51,783
Value of interest in common/collective trusts at end of year2013-06-30$3,680,365
Value of interest in common/collective trusts at beginning of year2013-06-30$3,610,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$959,910
Net investment gain or loss from common/collective trusts2013-06-30$-41,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$321,267
Employer contributions (assets) at end of year2013-06-30$321,267
Employer contributions (assets) at beginning of year2013-06-30$544,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$675,808
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2013-06-30481246310
2012 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$8,880
Total unrealized appreciation/depreciation of assets2012-06-30$8,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,407,662
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$167,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$141,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,214,998
Value of total assets at end of year2012-06-30$12,730,751
Value of total assets at beginning of year2012-06-30$11,490,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$26,127
Total interest from all sources2012-06-30$5,090
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$301,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$301,978
Administrative expenses professional fees incurred2012-06-30$7,847
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$617,154
Participant contributions at end of year2012-06-30$142,494
Participant contributions at beginning of year2012-06-30$112,918
Participant contributions at end of year2012-06-30$24,354
Participant contributions at beginning of year2012-06-30$0
Assets. Other investments not covered elsewhere at end of year2012-06-30$915,666
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$967,782
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$53,484
Other income not declared elsewhere2012-06-30$-81,323
Administrative expenses (other) incurred2012-06-30$43
Total non interest bearing cash at end of year2012-06-30$19,611
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,240,341
Value of net assets at end of year (total assets less liabilities)2012-06-30$12,730,751
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,490,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$18,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,474,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$967,074
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,421,448
Interest on participant loans2012-06-30$5,090
Value of interest in common/collective trusts at end of year2012-06-30$3,610,231
Value of interest in common/collective trusts at beginning of year2012-06-30$3,542,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-44,584
Net investment gain or loss from common/collective trusts2012-06-30$2,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$544,360
Employer contributions (assets) at end of year2012-06-30$544,360
Employer contributions (assets) at beginning of year2012-06-30$478,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$141,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2012-06-30481246310
2011 : KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,008,583
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$475,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$449,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,043,482
Value of total assets at end of year2011-06-30$11,490,410
Value of total assets at beginning of year2011-06-30$8,956,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$25,151
Total interest from all sources2011-06-30$3,584
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$18,756
Administrative expenses professional fees incurred2011-06-30$13,942
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$559,968
Participant contributions at end of year2011-06-30$112,918
Participant contributions at beginning of year2011-06-30$89,863
Assets. Other investments not covered elsewhere at end of year2011-06-30$967,782
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$767,673
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,032
Other income not declared elsewhere2011-06-30$200,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,533,553
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,490,410
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,956,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$967,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$575,807
Value of interest in pooled separate accounts at end of year2011-06-30$5,421,448
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,991,314
Interest on participant loans2011-06-30$3,584
Value of interest in common/collective trusts at end of year2011-06-30$3,542,969
Value of interest in common/collective trusts at beginning of year2011-06-30$3,047,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$25,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$127,686
Net investment gain/loss from pooled separate accounts2011-06-30$1,586,886
Net investment gain or loss from common/collective trusts2011-06-30$28,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$482,482
Employer contributions (assets) at end of year2011-06-30$478,219
Employer contributions (assets) at beginning of year2011-06-30$458,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$449,879
Contract administrator fees2011-06-30$11,209
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2011-06-30481246310

Form 5500 Responses for KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

2016: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING 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: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING 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: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number382936
Policy instance 1
Insurance contract or identification number382936
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2011-07-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $131
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number382936
Policy instance 1
Insurance contract or identification number382936
Number of Individuals Covered141
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $16,417
Total amount of fees paid to insurance companyUSD $4,611
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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