401k Plan data: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN plan

LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN
Plan identification number	002

LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LINCOLN SURGICAL ASSOCIATES LTD. has sponsored the creation of one or more 401k plans.

Company Name: LINCOLN SURGICAL ASSOCIATES LTD.

Employer identification number (EIN): 010971970

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2019-06-26
002 2017-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2018-07-09
002 2016-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2017-07-12
002 2015-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2016-07-18
002 2014-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2015-09-02
002 2013-01-01 DR. JAMES CLANAHAN DR. JAMES CLANAHAN 2014-09-18
002 2012-01-01 JAMES CLANAHAN 2014-03-27
002 2011-01-01 JAMES CLANAHAN 2014-03-27
002 2010-01-01 JAY W. HAINES, MD 2011-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2019-06-26
002	2017-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2018-07-09
002	2016-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2017-07-12
002	2015-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2016-07-18
002	2014-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2015-09-02
002	2013-01-01	DR. JAMES CLANAHAN		DR. JAMES CLANAHAN	2014-09-18
002	2012-01-01	JAMES CLANAHAN	2014-03-27
002	2011-01-01	JAMES CLANAHAN	2014-03-27
002	2010-01-01	JAY W. HAINES, MD	2011-08-19

Plan Statistics for LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN

401k plan membership statisitcs for LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN

Measure Date Value
2018: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 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 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2018: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 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	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN

Measure	Date	Value
2018 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
2017 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
2016 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
2015 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
2014 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-3,272
Total income from all sources	2014-12-31	$-95
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$3,367
Other income received	2014-12-31	$-95
Net income (gross income less expenses)	2014-12-31	$-95
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,367
2013 : LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-206,250
Total income from all sources	2013-12-31	$971
Total plan assets at end of year	2013-12-31	$3,367
Total plan assets at beginning of year	2013-12-31	$208,646
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$971
Net income (gross income less expenses)	2013-12-31	$971
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,367
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$208,646

Form 5500 Responses for LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN

2018: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LINCOLN SURGICAL ASSOCIATES, LTD. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LINCOLN SURGICAL ASSOCIATES LTD.
Employer identification number (EIN):	010971970
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)