JAMES F KIRK DPM PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| 2013: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| 2011: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Number of participants with account balances | 2011-01-01 | 1 |
| 2010: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2016 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,710 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $27,186 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $27,000 |
| Total plan assets at end of year | 2016-12-31 | $41,251 |
| Total plan assets at beginning of year | 2016-12-31 | $66,727 |
| Other income received | 2016-12-31 | $1,710 |
| Net income (gross income less expenses) | 2016-12-31 | $-25,476 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $41,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $66,727 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $186 |
| 2015 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $3,993 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,185 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $24,000 |
| Total plan assets at end of year | 2015-12-31 | $66,727 |
| Total plan assets at beginning of year | 2015-12-31 | $86,919 |
| Other income received | 2015-12-31 | $3,993 |
| Net income (gross income less expenses) | 2015-12-31 | $-20,192 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $66,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $86,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $185 |
| 2014 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $4,019 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $172 |
| Total plan assets at end of year | 2014-12-31 | $86,919 |
| Total plan assets at beginning of year | 2014-12-31 | $83,072 |
| Other income received | 2014-12-31 | $4,019 |
| Net income (gross income less expenses) | 2014-12-31 | $3,847 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $86,919 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $83,072 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $172 |
| 2013 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,041 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $267 |
| Total plan assets at end of year | 2013-12-31 | $83,072 |
| Total plan assets at beginning of year | 2013-12-31 | $79,298 |
| Other income received | 2013-12-31 | $4,041 |
| Net income (gross income less expenses) | 2013-12-31 | $3,774 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $83,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $79,298 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $267 |
| 2012 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $4,002 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $250 |
| Total plan assets at end of year | 2012-12-31 | $79,298 |
| Total plan assets at beginning of year | 2012-12-31 | $75,546 |
| Other income received | 2012-12-31 | $4,002 |
| Net income (gross income less expenses) | 2012-12-31 | $3,752 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $79,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $75,546 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $250 |
| 2011 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,989 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $118 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $118 |
| Total plan assets at end of year | 2011-12-31 | $75,546 |
| Total plan assets at beginning of year | 2011-12-31 | $72,675 |
| Other income received | 2011-12-31 | $2,989 |
| Net income (gross income less expenses) | 2011-12-31 | $2,871 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $75,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $72,675 |
| 2010 : JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $4,371 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $24,659 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,960 |
| Total plan assets at end of year | 2010-12-31 | $72,675 |
| Total plan assets at beginning of year | 2010-12-31 | $92,963 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $699 |
| Other income received | 2010-12-31 | $3,807 |
| Net income (gross income less expenses) | 2010-12-31 | $-20,288 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $72,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $92,963 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $564 |
| 2016: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES F KIRK DPM PA PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $56 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 56 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES AND OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES R FILIPEK |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $56 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 56 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES AND OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES R FILEPEK |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES WALKER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES WALKER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 33020 |
| Policy instance | 1 |
| Insurance contract or identification number | 33020 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES WALKER |
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