401k Plan data: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN plan

ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 401k Plan overview

Plan Name	ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN
Plan identification number	002

ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

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 ASSOCIATES PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-11-01
002 2018-11-01
002 2017-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2018-12-04
002 2016-11-01 KUMARA RAMA, TRUSTEE KUMARA RAMA, TRUSTEE 2018-06-21
002 2015-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2017-06-14
002 2014-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2016-06-08
002 2013-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2015-05-26
002 2012-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2014-06-05
002 2011-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2013-05-30
002 2009-11-01 RICHARD BERG, TRUSTEE KUMARA RAMA, TRUSTEE 2011-05-18
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-11-01
002	2018-11-01
002	2017-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2018-12-04
002	2016-11-01	KUMARA RAMA, TRUSTEE	KUMARA RAMA, TRUSTEE	2018-06-21
002	2015-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2017-06-14
002	2014-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2016-06-08
002	2013-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2015-05-26
002	2012-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2014-06-05
002	2011-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2013-05-30
002	2009-11-01	RICHARD BERG, TRUSTEE	KUMARA RAMA, TRUSTEE	2011-05-18
002	2008-11-01

Plan Statistics for ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN

401k plan membership statisitcs for ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN

Measure Date Value
2018: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 0
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 0
Total of all active and inactive participants 2018-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
Market value of plan assets 2018-10-31 587,032
Acturial value of plan assets 2018-10-31 587,032
Number of terminated vested participants 2018-10-31 7
Fundng target for terminated vested participants 2018-10-31 20,317
Active participant vested funding target 2018-10-31 491,596
Number of active participants 2018-10-31 6
Total funding liabilities for active participants 2018-10-31 491,596
Total participant count 2018-10-31 13
Total funding target for all participants 2018-10-31 511,913
Present value of excess contributions 2018-10-31 39,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 39,952
Unpaid minimum required contributions for all years 2018-10-31 0
2017: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 6
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 7
Total of all active and inactive participants 2017-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
Market value of plan assets 2017-10-31 538,636
Acturial value of plan assets 2017-10-31 538,636
Number of terminated vested participants 2017-10-31 7
Fundng target for terminated vested participants 2017-10-31 17,560
Active participant vested funding target 2017-10-31 437,369
Number of active participants 2017-10-31 6
Total funding liabilities for active participants 2017-10-31 437,369
Total participant count 2017-10-31 13
Total funding target for all participants 2017-10-31 454,929
Present value of excess contributions 2017-10-31 28,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 28,545
Total employer contributions 2017-10-31 41,411
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 39,952
Minimum required contributions for current year target normal cost 2017-10-31 38,051
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 39,952
Unpaid minimum required contributions for all years 2017-10-31 0
2016: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 6
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 7
Total of all active and inactive participants 2016-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 6
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 6
Total of all active and inactive participants 2015-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 6
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 6
Total of all active and inactive participants 2014-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 8
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 4
Total of all active and inactive participants 2013-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 8
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 4
Total of all active and inactive participants 2012-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 10
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 10
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 1
Total of all active and inactive participants 2009-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 11

Measure	Date	Value
2018: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	0
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	0
Total of all active and inactive participants	2018-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
Market value of plan assets	2018-10-31	587,032
Acturial value of plan assets	2018-10-31	587,032
Number of terminated vested participants	2018-10-31	7
Fundng target for terminated vested participants	2018-10-31	20,317
Active participant vested funding target	2018-10-31	491,596
Number of active participants	2018-10-31	6
Total funding liabilities for active participants	2018-10-31	491,596
Total participant count	2018-10-31	13
Total funding target for all participants	2018-10-31	511,913
Present value of excess contributions	2018-10-31	39,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	39,952
Unpaid minimum required contributions for all years	2018-10-31	0
2017: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	6
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	7
Total of all active and inactive participants	2017-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
Market value of plan assets	2017-10-31	538,636
Acturial value of plan assets	2017-10-31	538,636
Number of terminated vested participants	2017-10-31	7
Fundng target for terminated vested participants	2017-10-31	17,560
Active participant vested funding target	2017-10-31	437,369
Number of active participants	2017-10-31	6
Total funding liabilities for active participants	2017-10-31	437,369
Total participant count	2017-10-31	13
Total funding target for all participants	2017-10-31	454,929
Present value of excess contributions	2017-10-31	28,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	28,545
Total employer contributions	2017-10-31	41,411
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	39,952
Minimum required contributions for current year target normal cost	2017-10-31	38,051
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	39,952
Unpaid minimum required contributions for all years	2017-10-31	0
2016: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	6
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	7
Total of all active and inactive participants	2016-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	6
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	6
Total of all active and inactive participants	2015-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	6
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	6
Total of all active and inactive participants	2014-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	8
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	4
Total of all active and inactive participants	2013-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	8
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	4
Total of all active and inactive participants	2012-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	10
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	10
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	1
Total of all active and inactive participants	2009-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	11

Financial Data on ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN

Measure	Date	Value
2019 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$-20,005
Expenses. Total of all expenses incurred	2019-10-31	$573,809
Benefits paid (including direct rollovers)	2019-10-31	$573,809
Total plan assets at end of year	2019-10-31	$0
Total plan assets at beginning of year	2019-10-31	$593,814
Other income received	2019-10-31	$-20,005
Net income (gross income less expenses)	2019-10-31	$-593,814
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$593,814
2018 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-10-31	$13,767
Total plan assets at end of year	2018-10-31	$593,814
Total plan assets at beginning of year	2018-10-31	$580,047
Other income received	2018-10-31	$13,767
Net income (gross income less expenses)	2018-10-31	$13,767
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$593,814
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$580,047
2017 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$110,024
Expenses. Total of all expenses incurred	2017-10-31	$5,870
Total plan assets at end of year	2017-10-31	$580,047
Total plan assets at beginning of year	2017-10-31	$475,893
Value of fidelity bond covering the plan	2017-10-31	$500,000
Other income received	2017-10-31	$68,613
Net income (gross income less expenses)	2017-10-31	$104,154
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$580,047
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$475,893
Total contributions received or receivable from employer(s)	2017-10-31	$41,411
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$5,870
2016 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$58,477
Expenses. Total of all expenses incurred	2016-10-31	$4,807
Total plan assets at end of year	2016-10-31	$475,893
Total plan assets at beginning of year	2016-10-31	$422,223
Value of fidelity bond covering the plan	2016-10-31	$500,000
Other income received	2016-10-31	$4,606
Net income (gross income less expenses)	2016-10-31	$53,670
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$475,893
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$422,223
Total contributions received or receivable from employer(s)	2016-10-31	$53,871
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$4,807
2015 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$73,560
Expenses. Total of all expenses incurred	2015-10-31	$4,408
Total plan assets at end of year	2015-10-31	$422,223
Total plan assets at beginning of year	2015-10-31	$353,071
Value of fidelity bond covering the plan	2015-10-31	$500,000
Other income received	2015-10-31	$9,482
Net income (gross income less expenses)	2015-10-31	$69,152
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$422,223
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$353,071
Total contributions received or receivable from employer(s)	2015-10-31	$64,078
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$4,408
2014 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$44,009
Expenses. Total of all expenses incurred	2014-10-31	$3,969
Total plan assets at end of year	2014-10-31	$353,071
Total plan assets at beginning of year	2014-10-31	$313,031
Value of fidelity bond covering the plan	2014-10-31	$500,000
Other income received	2014-10-31	$31,009
Net income (gross income less expenses)	2014-10-31	$40,040
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$353,071
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$313,031
Total contributions received or receivable from employer(s)	2014-10-31	$13,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$3,969
2013 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$48,328
Expenses. Total of all expenses incurred	2013-10-31	$185,067
Benefits paid (including direct rollovers)	2013-10-31	$180,771
Total plan assets at end of year	2013-10-31	$313,031
Total plan assets at beginning of year	2013-10-31	$449,770
Value of fidelity bond covering the plan	2013-10-31	$500,000
Other income received	2013-10-31	$26,934
Net income (gross income less expenses)	2013-10-31	$-136,739
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$313,031
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$449,770
Total contributions received or receivable from employer(s)	2013-10-31	$21,394
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$4,296
2012 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$65,931
Expenses. Total of all expenses incurred	2012-10-31	$7,968
Benefits paid (including direct rollovers)	2012-10-31	$3,568
Total plan assets at end of year	2012-10-31	$449,770
Total plan assets at beginning of year	2012-10-31	$391,807
Value of fidelity bond covering the plan	2012-10-31	$500,000
Other income received	2012-10-31	$27,238
Net income (gross income less expenses)	2012-10-31	$57,963
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$449,770
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$391,807
Total contributions received or receivable from employer(s)	2012-10-31	$38,693
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$4,400
2011 : ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$99,290
Expenses. Total of all expenses incurred	2011-10-31	$3,492
Total plan assets at end of year	2011-10-31	$391,807
Total plan assets at beginning of year	2011-10-31	$296,009
Value of fidelity bond covering the plan	2011-10-31	$500,000
Other income received	2011-10-31	$15,709
Net income (gross income less expenses)	2011-10-31	$95,798
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$391,807
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$296,009
Total contributions received or receivable from employer(s)	2011-10-31	$83,581
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$3,492

Form 5500 Responses for ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN

2018: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	Yes
2018-11-01	This submission is the final filing	Yes
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: ST. CLAIR VASCULAR ASSOCIATES PC CASH BALANCE PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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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)