401k Plan data: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST plan

ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

ST. CLAIR VASCULAR ASSOCIATES, P.C has sponsored the creation of one or more 401k plans.

Company Name: ST. CLAIR VASCULAR ASSOCIATES, P.C

Employer identification number (EIN): 382688656

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. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2018-12-14
001 2016-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2018-05-25
001 2015-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2017-08-04
001 2014-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2016-03-13
001 2013-11-01 KUMARA RAMA, TRUSTEE RICHARD BERG, TRUSTEE 2015-02-24
001 2012-11-01 KUMARA RAMA, TRUSTEE RICHARD BERG, TRUSTEE 2014-08-12
001 2011-11-01 KUMARA RAMA, TRUSTEE RICHARD BERG, TRUSTEE 2013-03-11
001 2010-11-01 KUMARA RAMA, TRUSTEE RICHARD BERG, TRUSTEE 2012-07-06
001 2009-11-01 KUMARA RAMA, TRUSTEE RICHARD BERG, TRUSTEE 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-11-01
001	2019-11-01
001	2018-11-01
001	2017-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2018-12-14
001	2016-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2018-05-25
001	2015-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2017-08-04
001	2014-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2016-03-13
001	2013-11-01	KUMARA RAMA, TRUSTEE	RICHARD BERG, TRUSTEE	2015-02-24
001	2012-11-01	KUMARA RAMA, TRUSTEE	RICHARD BERG, TRUSTEE	2014-08-12
001	2011-11-01	KUMARA RAMA, TRUSTEE	RICHARD BERG, TRUSTEE	2013-03-11
001	2010-11-01	KUMARA RAMA, TRUSTEE	RICHARD BERG, TRUSTEE	2012-07-06
001	2009-11-01	KUMARA RAMA, TRUSTEE	RICHARD BERG, TRUSTEE	2011-05-31

Financial Data on ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-10-31	$297,893
Expenses. Total of all expenses incurred	2021-10-31	$3,655,062
Benefits paid (including direct rollovers)	2021-10-31	$3,652,010
Total plan assets at end of year	2021-10-31	$0
Total plan assets at beginning of year	2021-10-31	$3,357,169
Value of fidelity bond covering the plan	2021-10-31	$100,000
Total contributions received or receivable from participants	2021-10-31	$150
Other income received	2021-10-31	$297,743
Net income (gross income less expenses)	2021-10-31	$-3,357,169
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$3,357,169
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$3,052
2020 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-10-31	$47,535
Expenses. Total of all expenses incurred	2020-10-31	$20,694
Benefits paid (including direct rollovers)	2020-10-31	$5,905
Total plan assets at end of year	2020-10-31	$3,357,169
Total plan assets at beginning of year	2020-10-31	$3,330,328
Total contributions received or receivable from participants	2020-10-31	$44,744
Other income received	2020-10-31	$-12,709
Net income (gross income less expenses)	2020-10-31	$26,841
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$3,357,169
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$3,330,328
Total contributions received or receivable from employer(s)	2020-10-31	$15,500
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$14,789
2019 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-10-31	$377,995
Expenses. Total of all expenses incurred	2019-10-31	$27,570
Benefits paid (including direct rollovers)	2019-10-31	$12,338
Total plan assets at end of year	2019-10-31	$3,330,328
Total plan assets at beginning of year	2019-10-31	$2,979,903
Value of fidelity bond covering the plan	2019-10-31	$50,000
Total contributions received or receivable from participants	2019-10-31	$39,408
Other income received	2019-10-31	$323,374
Net income (gross income less expenses)	2019-10-31	$350,425
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$3,330,328
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$2,979,903
Total contributions received or receivable from employer(s)	2019-10-31	$15,213
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$15,232
2018 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-10-31	$114,032
Expenses. Total of all expenses incurred	2018-10-31	$14,779
Total plan assets at end of year	2018-10-31	$2,979,903
Total plan assets at beginning of year	2018-10-31	$2,880,650
Value of fidelity bond covering the plan	2018-10-31	$500,000
Total contributions received or receivable from participants	2018-10-31	$39,373
Other income received	2018-10-31	$60,951
Net income (gross income less expenses)	2018-10-31	$99,253
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$2,979,903
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$2,880,650
Total contributions received or receivable from employer(s)	2018-10-31	$13,708
Expenses. Administrative service providers (salaries,fees and commissions)	2018-10-31	$14,779
2017 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-10-31	$440,668
Expenses. Total of all expenses incurred	2017-10-31	$13,650
Total plan assets at end of year	2017-10-31	$2,880,650
Total plan assets at beginning of year	2017-10-31	$2,453,632
Value of fidelity bond covering the plan	2017-10-31	$500,000
Total contributions received or receivable from participants	2017-10-31	$38,998
Other income received	2017-10-31	$355,050
Net income (gross income less expenses)	2017-10-31	$427,018
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$2,880,650
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$2,453,632
Total contributions received or receivable from employer(s)	2017-10-31	$46,620
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$13,650
2016 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-10-31	$92,183
Expenses. Total of all expenses incurred	2016-10-31	$828,489
Benefits paid (including direct rollovers)	2016-10-31	$815,827
Total plan assets at end of year	2016-10-31	$2,453,632
Total plan assets at beginning of year	2016-10-31	$3,189,938
Value of fidelity bond covering the plan	2016-10-31	$500,000
Total contributions received or receivable from participants	2016-10-31	$36,650
Other income received	2016-10-31	$42,895
Net income (gross income less expenses)	2016-10-31	$-736,306
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$2,453,632
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$3,189,938
Total contributions received or receivable from employer(s)	2016-10-31	$12,638
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$12,662
2015 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-10-31	$141,757
Expenses. Total of all expenses incurred	2015-10-31	$2,688,729
Benefits paid (including direct rollovers)	2015-10-31	$2,669,192
Total plan assets at end of year	2015-10-31	$3,189,938
Total plan assets at beginning of year	2015-10-31	$5,736,910
Value of fidelity bond covering the plan	2015-10-31	$500,000
Total contributions received or receivable from participants	2015-10-31	$39,264
Other income received	2015-10-31	$89,360
Net income (gross income less expenses)	2015-10-31	$-2,546,972
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$3,189,938
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$5,736,910
Total contributions received or receivable from employer(s)	2015-10-31	$13,133
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$19,537
2014 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-10-31	$500,046
Expenses. Total of all expenses incurred	2014-10-31	$25,028
Total plan assets at end of year	2014-10-31	$5,736,910
Total plan assets at beginning of year	2014-10-31	$5,261,892
Value of fidelity bond covering the plan	2014-10-31	$500,000
Total contributions received or receivable from participants	2014-10-31	$53,850
Other income received	2014-10-31	$429,438
Net income (gross income less expenses)	2014-10-31	$475,018
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$5,736,910
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$5,261,892
Total contributions received or receivable from employer(s)	2014-10-31	$16,758
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$25,028
2013 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-10-31	$486,805
Expenses. Total of all expenses incurred	2013-10-31	$32,367
Benefits paid (including direct rollovers)	2013-10-31	$9,921
Total plan assets at end of year	2013-10-31	$5,261,892
Total plan assets at beginning of year	2013-10-31	$4,807,454
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$56,799
Other income received	2013-10-31	$380,619
Net income (gross income less expenses)	2013-10-31	$454,438
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$5,261,892
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$4,807,454
Total contributions received or receivable from employer(s)	2013-10-31	$49,387
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$22,446
2012 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-10-31	$429,456
Expenses. Total of all expenses incurred	2012-10-31	$52,447
Benefits paid (including direct rollovers)	2012-10-31	$31,321
Total plan assets at end of year	2012-10-31	$4,807,454
Total plan assets at beginning of year	2012-10-31	$4,430,445
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$52,376
Other income received	2012-10-31	$342,801
Net income (gross income less expenses)	2012-10-31	$377,009
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$4,807,454
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$4,430,445
Total contributions received or receivable from employer(s)	2012-10-31	$34,279
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$21,126
2011 : ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-10-31	$262,221
Expenses. Total of all expenses incurred	2011-10-31	$20,042
Total plan assets at end of year	2011-10-31	$4,430,445
Total plan assets at beginning of year	2011-10-31	$4,188,266
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$49,919
Other income received	2011-10-31	$134,429
Net income (gross income less expenses)	2011-10-31	$242,179
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$4,430,445
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$4,188,266
Total contributions received or receivable from employer(s)	2011-10-31	$77,873
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$20,042

Form 5500 Responses for ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

2020: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	This submission is the final filing	Yes
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Insurance	Yes
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement – Insurance	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – Insurance	Yes
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement – Insurance	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Insurance	Yes
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement – Insurance	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Insurance	Yes
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement – Insurance	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	Yes
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	Yes
2010-11-01	Plan funding arrangement – Insurance	Yes
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement – Insurance	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: ST. CLAIR VASCULAR ASSOC PC EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number	0305760
Policy instance	1

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Company Name:	ST. CLAIR VASCULAR ASSOCIATES, P.C
Employer identification number (EIN):	382688656
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)