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LONE STAR UROGYNECOLOGY 401k Plan overview

Plan NameLONE STAR UROGYNECOLOGY
Plan identification number 001

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

401k Sponsoring company profile

LONE STAR UROGYNECOLOGY PLLC has sponsored the creation of one or more 401k plans.

Company Name:LONE STAR UROGYNECOLOGY PLLC
Employer identification number (EIN):260406261
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONE STAR UROGYNECOLOGY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-01
0012022-05-01NICK RICE2023-09-14

Plan Statistics for LONE STAR UROGYNECOLOGY

401k plan membership statisitcs for LONE STAR UROGYNECOLOGY

Measure Date Value
2025: LONE STAR UROGYNECOLOGY 2025 401k membership
Total number of particpants at beginning of year2025-07-1811
Total number of particpants at end of year2025-07-1814
Number of Participants With Account Balances2025-07-186
2024: LONE STAR UROGYNECOLOGY 2024 401k membership
Total number of particpants at beginning of year2024-09-017
Total number of particpants at end of year2024-09-0111
Number of Participants With Account Balances2024-09-015

Financial Data on LONE STAR UROGYNECOLOGY

Measure Date Value
2025 : LONE STAR UROGYNECOLOGY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-180
Net assets as of the end of the plan year2025-07-18234399
Total assets as of the beginning of the plan year2025-07-18120536
Value of plan covered by a fidelity bond2025-07-1813000
Participant contributions to plan in this plan year2025-07-1840323
Value of participant loans at end of plan year2025-07-182098
Other income to plan in this plan year2025-07-1840632
Plan net income in this plan year2025-07-18113863
Net assets as of the end of the plan year2025-07-18234399
Net assets as of the beginning of the plan year2025-07-18120536
Employer contributions to plan in this plan year2025-07-1832908
2024 : LONE STAR UROGYNECOLOGY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-01250
Net assets as of the end of the plan year2024-09-01120536
Total assets as of the beginning of the plan year2024-09-0134006
Value of plan covered by a fidelity bond2024-09-014000
Participant contributions to plan in this plan year2024-09-0136549
Value of participant loans at end of plan year2024-09-013201
Other income to plan in this plan year2024-09-0122411
Plan net income in this plan year2024-09-0186530
Net assets as of the end of the plan year2024-09-01120536
Net assets as of the beginning of the plan year2024-09-0134006
Employer contributions to plan in this plan year2024-09-0127820
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-01250

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