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KELLY R. KUNKEL, MD, PA 401(K) PLAN 401k Plan overview

Plan NameKELLY R. KUNKEL, MD, PA 401(K) PLAN
Plan identification number 001

KELLY R. KUNKEL, MD, PA 401(K) 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.
  • 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

KELLY R. KUNKEL, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:KELLY R. KUNKEL, MD, PA
Employer identification number (EIN):752656838
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY R. KUNKEL, MD, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KELLY R. KUNKEL2015-05-20
0012013-01-01KELLY R. KUNKEL2014-06-03
0012012-01-01KELLY R. KUNKEL2013-08-26
0012011-01-01KELLY KUNKEL, MD2012-10-12 KELLY KUNKEL, MD2012-10-12
0012009-01-01DR. KELLY KUNKEL

Plan Statistics for KELLY R. KUNKEL, MD, PA 401(K) PLAN

401k plan membership statisitcs for KELLY R. KUNKEL, MD, PA 401(K) PLAN

Measure Date Value
2025: KELLY R. KUNKEL, MD, PA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-018
Total number of particpants at end of year2025-04-018
Number of Participants With Account Balances2025-04-017
2024: KELLY R. KUNKEL, MD, PA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-108
Total number of particpants at end of year2024-05-108
Number of Participants With Account Balances2024-05-107
2022: KELLY R. KUNKEL, MD, PA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-168
Total number of particpants at end of year2022-06-168
Number of Participants With Account Balances2022-06-167
2009: KELLY R. KUNKEL, MD, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KELLY R. KUNKEL, MD, PA 401(K) PLAN

Measure Date Value
2025 : KELLY R. KUNKEL, MD, PA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0113000
Net assets as of the end of the plan year2025-04-011777117
Total assets as of the beginning of the plan year2025-04-011592907
Value of plan covered by a fidelity bond2025-04-01180000
Participant contributions to plan in this plan year2025-04-0132668
Other income to plan in this plan year2025-04-01121538
Plan net income in this plan year2025-04-01184210
Net assets as of the end of the plan year2025-04-011777117
Net assets as of the beginning of the plan year2025-04-011592907
Employer contributions to plan in this plan year2025-04-0143004
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0190
2024 : KELLY R. KUNKEL, MD, PA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-100
Net assets as of the end of the plan year2024-05-101592907
Total assets as of the beginning of the plan year2024-05-101380030
Value of plan covered by a fidelity bond2024-05-10160000
Participant contributions to plan in this plan year2024-05-1036797
Other income to plan in this plan year2024-05-10127984
Plan net income in this plan year2024-05-10212877
Net assets as of the end of the plan year2024-05-101592907
Net assets as of the beginning of the plan year2024-05-101380030
Employer contributions to plan in this plan year2024-05-1048096
2022 : KELLY R. KUNKEL, MD, PA 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1650
Net assets as of the end of the plan year2022-06-161426876
Total assets as of the beginning of the plan year2022-06-161243447
Value of plan covered by a fidelity bond2022-06-16143000
Participant contributions to plan in this plan year2022-06-1637957
Value of participant loans at end of plan year2022-06-164032
Other income to plan in this plan year2022-06-1692908
Plan net income in this plan year2022-06-16183429
Net assets as of the end of the plan year2022-06-161426876
Net assets as of the beginning of the plan year2022-06-161243447
Value of contributions failed to transmitted timely2022-06-163212
Employer contributions to plan in this plan year2022-06-1652614
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1650
2010 : KELLY R. KUNKEL, MD, PA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$71,387
Expenses. Total of all expenses incurred2010-12-31$285
Benefits paid (including direct rollovers)2010-12-31$285
Total plan assets at end of year2010-12-31$197,615
Total plan assets at beginning of year2010-12-31$126,513
Total contributions received or receivable from participants2010-12-31$22,626
Other income received2010-12-31$15,411
Net income (gross income less expenses)2010-12-31$71,102
Net plan assets at end of year (total assets less liabilities)2010-12-31$197,615
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$126,513
Total contributions received or receivable from employer(s)2010-12-31$33,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KELLY R. KUNKEL, MD, PA 401(K) 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 KELLY R. KUNKEL, MD, PA 401(K) PLAN

2009: KELLY R. KUNKEL, MD, PA 401(K) 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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