SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN
401k plan membership statisitcs for SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN
Measure | Date | Value |
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2014: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 20 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2014 : SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2014 401k financial data |
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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 | $394,954 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,353 |
Benefits paid (including direct rollovers) | 2014-12-31 | $947 |
Total plan assets at end of year | 2014-12-31 | $1,999,586 |
Total plan assets at beginning of year | 2014-12-31 | $1,605,985 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $102,693 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $25,124 |
Other income received | 2014-12-31 | $77,703 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $393,601 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,999,586 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,605,985 |
Assets. Value of participant loans | 2014-12-31 | $20,993 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $189,434 |
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 | $406 |
2013 : SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $531,950 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,180 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,880 |
Total plan assets at end of year | 2013-12-31 | $1,605,985 |
Total plan assets at beginning of year | 2013-12-31 | $1,077,215 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $79,316 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $61,376 |
Other income received | 2013-12-31 | $247,327 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $528,770 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,605,985 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,077,215 |
Assets. Value of participant loans | 2013-12-31 | $7,296 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $143,931 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $300 |
2012 : SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,083,602 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,387 |
Benefits paid (including direct rollovers) | 2012-12-31 | $5,968 |
Total plan assets at end of year | 2012-12-31 | $1,077,215 |
Total plan assets at beginning of year | 2012-12-31 | $0 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $105,915 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $848,573 |
Other income received | 2012-12-31 | $93,490 |
Net income (gross income less expenses) | 2012-12-31 | $1,077,215 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,077,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Assets. Value of participant loans | 2012-12-31 | $5,969 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $419 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2014: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2014 form 5500 responses |
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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 |
2013: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES, PC 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |