401k Plan data: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN plan

UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
Plan identification number	002

UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNION SQUARE MEDICAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: UNION SQUARE MEDICAL ASSOCIATES, PC

Employer identification number (EIN): 223618447

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 STEVEN STOUT 2023-07-24
002 2021-01-01 STEVEN STOUT 2022-07-26
002 2020-01-01 STEVEN STOUT 2021-07-22
002 2019-01-01 STEVEN STOUT 2020-07-03
002 2018-01-01 STEVEN STOUT 2019-10-04
002 2018-01-01 STEVEN STOUT 2019-09-30
002 2017-01-01 JAMES PEREZ
002 2016-01-01 JAMES PEREZ
002 2015-01-01 JAMES PEREZ
002 2014-01-01 JAMES PEREZ
002 2013-01-01 JAMES PEREZ 2014-07-07
002 2012-01-01 JAMES PEREZ 2013-06-17
002 2011-01-01 JAMES PEREZ 2012-05-10
002 2010-01-01 JAMES PEREZ 2011-04-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	STEVEN STOUT	2023-07-24
002	2021-01-01	STEVEN STOUT	2022-07-26
002	2020-01-01	STEVEN STOUT	2021-07-22
002	2019-01-01	STEVEN STOUT	2020-07-03
002	2018-01-01	STEVEN STOUT	2019-10-04
002	2018-01-01	STEVEN STOUT	2019-09-30
002	2017-01-01	JAMES PEREZ
002	2016-01-01	JAMES PEREZ
002	2015-01-01	JAMES PEREZ
002	2014-01-01	JAMES PEREZ
002	2013-01-01	JAMES PEREZ	2014-07-07
002	2012-01-01	JAMES PEREZ	2013-06-17
002	2011-01-01	JAMES PEREZ	2012-05-10
002	2010-01-01	JAMES PEREZ	2011-04-02

Plan Statistics for UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2017: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
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 1
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
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 1
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
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	1
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
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	1
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2017 : UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$261,976
Expenses. Total of all expenses incurred	2017-12-31	$193,966
Benefits paid (including direct rollovers)	2017-12-31	$187,500
Total plan assets at end of year	2017-12-31	$1,919,846
Total plan assets at beginning of year	2017-12-31	$1,851,836
Value of fidelity bond covering the plan	2017-12-31	$200,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$43,047
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$200,998
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$68,010
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,919,846
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,851,836
Assets. Value of participant loans	2017-12-31	$52,913
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$17,931
Value of certain deemed distributions of participant loans	2017-12-31	$6,060
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$406
2016 : UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$177,299
Expenses. Total of all expenses incurred	2016-12-31	$140,461
Benefits paid (including direct rollovers)	2016-12-31	$140,136
Total plan assets at end of year	2016-12-31	$1,851,836
Total plan assets at beginning of year	2016-12-31	$1,814,998
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$49,085
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$108,920
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$36,838
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,851,836
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,814,998
Assets. Value of participant loans	2016-12-31	$72,196
Total contributions received or receivable from employer(s)	2016-12-31	$19,294
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$325
2015 : UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-1,796
Expenses. Total of all expenses incurred	2015-12-31	$106,669
Benefits paid (including direct rollovers)	2015-12-31	$106,250
Total plan assets at end of year	2015-12-31	$1,814,998
Total plan assets at beginning of year	2015-12-31	$1,923,463
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$30,814
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-48,175
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-108,465
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,814,998
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,923,463
Assets. Value of participant loans	2015-12-31	$89,568
Total contributions received or receivable from employer(s)	2015-12-31	$15,565
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$419
2014 : UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$97,860
Expenses. Total of all expenses incurred	2014-12-31	$11,879
Benefits paid (including direct rollovers)	2014-12-31	$11,479
Total plan assets at end of year	2014-12-31	$1,923,463
Total plan assets at beginning of year	2014-12-31	$1,837,482
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$25,278
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$58,992
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$85,981
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,923,463
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,837,482
Assets. Value of participant loans	2014-12-31	$93,546
Total contributions received or receivable from employer(s)	2014-12-31	$13,590
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$400

Form 5500 Responses for UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

2017: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNION SQUARE MEDICAL ASSOCIATES, PC 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNION SQUARE MEDICAL ASSOCIATES, PC
Employer identification number (EIN):	223618447
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)