401k Plan data: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST plan

ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

ST MARYS SURGICAL ASSOC INC has sponsored the creation of one or more 401k plans.

Company Name: ST MARYS SURGICAL ASSOC INC

Employer identification number (EIN): 341295761

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2015-07-30
001 2013-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2014-07-28
001 2012-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2013-07-26
001 2011-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2012-10-02
001 2010-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2011-08-15
001 2009-01-01 ROBERT KEIGHLEY ROBERT KEIGHLEY 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2015-07-30
001	2013-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2014-07-28
001	2012-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2013-07-26
001	2011-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2012-10-02
001	2010-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2011-08-15
001	2009-01-01	ROBERT KEIGHLEY	ROBERT KEIGHLEY	2010-07-06

Plan Statistics for ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
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: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
2009: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14

Measure	Date	Value
2014: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
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: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
2009: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14

Financial Data on ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$226,885
Expenses. Total of all expenses incurred	2014-12-31	$4,386,763
Benefits paid (including direct rollovers)	2014-12-31	$4,366,076
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$4,159,878
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$684
Other income received	2014-12-31	$226,885
Net income (gross income less expenses)	2014-12-31	$-4,159,878
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	$4,159,878
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,003
2013 : ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$657,404
Expenses. Total of all expenses incurred	2013-12-31	$1,750,348
Benefits paid (including direct rollovers)	2013-12-31	$1,732,373
Total plan assets at end of year	2013-12-31	$4,159,878
Total plan assets at beginning of year	2013-12-31	$5,252,822
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$684
Other income received	2013-12-31	$657,404
Net income (gross income less expenses)	2013-12-31	$-1,092,944
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,159,878
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,252,822
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,291
2012 : ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$513,072
Expenses. Total of all expenses incurred	2012-12-31	$245,298
Benefits paid (including direct rollovers)	2012-12-31	$217,719
Total plan assets at end of year	2012-12-31	$5,252,822
Total plan assets at beginning of year	2012-12-31	$4,985,048
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$650
Other income received	2012-12-31	$450,103
Net income (gross income less expenses)	2012-12-31	$267,774
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,252,822
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,985,048
Total contributions received or receivable from employer(s)	2012-12-31	$62,969
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$26,929
2011 : ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$38,435
Expenses. Total of all expenses incurred	2011-12-31	$106,369
Benefits paid (including direct rollovers)	2011-12-31	$79,620
Total plan assets at end of year	2011-12-31	$4,985,048
Total plan assets at beginning of year	2011-12-31	$5,052,982
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,296
Other income received	2011-12-31	$38,435
Net income (gross income less expenses)	2011-12-31	$-67,934
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,985,048
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,052,982
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,453
2010 : ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$439,279
Expenses. Total of all expenses incurred	2010-12-31	$96,131
Benefits paid (including direct rollovers)	2010-12-31	$71,805
Total plan assets at end of year	2010-12-31	$5,052,982
Total plan assets at beginning of year	2010-12-31	$4,709,834
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,296
Other income received	2010-12-31	$439,279
Net income (gross income less expenses)	2010-12-31	$343,148
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,052,982
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,709,834
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$23,030

Form 5500 Responses for ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

2014: ST MARYS SURGIGAL ASSOCIATES INC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
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: ST MARYS SURGIGAL ASSOCIATES INC 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: ST MARYS SURGIGAL ASSOCIATES INC 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: ST MARYS SURGIGAL ASSOCIATES INC 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: ST MARYS SURGIGAL ASSOCIATES INC 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: ST MARYS SURGIGAL ASSOCIATES INC 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

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Company Name:	ST MARYS SURGICAL ASSOC INC
Employer identification number (EIN):	341295761
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)