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KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 401k Plan overview

Plan NameKEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN
Plan identification number 002

KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.

401k Sponsoring company profile

KEY WEST SURGICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEY WEST SURGICAL GROUP, INC.
Employer identification number (EIN):592206188
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01RHODA SMITH2020-09-11 RHODA SMITH2020-09-11
0022018-01-01RHODA SMITH2019-10-07 RHODA SMITH2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MICHAEL KLITENICK
0022013-01-01MICHAEL KLITENICK
0022012-01-01MICHAEL KLITENICK
0022011-01-01MICHAEL KLITENICK
0022009-01-01MICHAEL KLITENICK MICHAEL KLITENICK2010-04-20

Plan Statistics for KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN

401k plan membership statisitcs for KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN

Measure Date Value
2022: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
2014: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN

Measure Date Value
2022 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-194,528
Expenses. Total of all expenses incurred2022-12-31$57,363
Benefits paid (including direct rollovers)2022-12-31$56,642
Total plan assets at end of year2022-12-31$2,408,077
Total plan assets at beginning of year2022-12-31$2,659,968
Value of fidelity bond covering the plan2022-12-31$350,000
Total contributions received or receivable from participants2022-12-31$104,615
Other income received2022-12-31$-450,592
Net income (gross income less expenses)2022-12-31$-251,891
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,408,077
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,659,968
Assets. Value of participant loans2022-12-31$13,886
Total contributions received or receivable from employer(s)2022-12-31$151,449
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$721
2021 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$298,115
Expenses. Total of all expenses incurred2021-12-31$180,898
Benefits paid (including direct rollovers)2021-12-31$180,282
Total plan assets at end of year2021-12-31$2,659,968
Total plan assets at beginning of year2021-12-31$2,542,751
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$79,748
Other income received2021-12-31$190,744
Net income (gross income less expenses)2021-12-31$117,217
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,659,968
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,542,751
Assets. Value of participant loans2021-12-31$20,371
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$27,623
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$170,196
Expenses. Total of all expenses incurred2020-12-31$20,528
Total plan assets at end of year2020-12-31$2,542,751
Total plan assets at beginning of year2020-12-31$2,393,083
Value of fidelity bond covering the plan2020-12-31$350,000
Other income received2020-12-31$20,196
Net income (gross income less expenses)2020-12-31$149,668
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,542,751
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,393,083
Assets. Value of participant loans2020-12-31$30,709
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total income from all sources2019-12-31$369,656
Expenses. Total of all expenses incurred2019-12-31$537,970
Benefits paid (including direct rollovers)2019-12-31$516,000
Total plan assets at end of year2019-12-31$2,393,083
Total plan assets at beginning of year2019-12-31$2,561,397
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$240,656
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-168,314
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,393,083
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,561,397
Assets. Value of participant loans2019-12-31$31,870
Assets. Value of real-estate (other than employer real property)2019-12-31$240,000
Total contributions received or receivable from employer(s)2019-12-31$129,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-256,798
Expenses. Total of all expenses incurred2018-12-31$67,131
Benefits paid (including direct rollovers)2018-12-31$45,181
Total plan assets at end of year2018-12-31$2,561,397
Total plan assets at beginning of year2018-12-31$2,885,326
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-326,798
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-323,929
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,561,397
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,885,326
Assets. Value of participant loans2018-12-31$38,091
Assets. Value of real-estate (other than employer real property)2018-12-31$816,000
Total contributions received or receivable from employer(s)2018-12-31$70,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$258,372
Expenses. Total of all expenses incurred2017-12-31$67,836
Benefits paid (including direct rollovers)2017-12-31$47,177
Total plan assets at end of year2017-12-31$2,885,326
Total plan assets at beginning of year2017-12-31$2,694,790
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$212,372
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$190,536
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,885,326
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,694,790
Assets. Value of participant loans2017-12-31$46,777
Total contributions received or receivable from employer(s)2017-12-31$46,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$20,659
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$208,917
Expenses. Total of all expenses incurred2016-12-31$227,786
Benefits paid (including direct rollovers)2016-12-31$206,713
Total plan assets at end of year2016-12-31$2,694,790
Total plan assets at beginning of year2016-12-31$2,713,659
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$166,917
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-18,869
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,694,790
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,713,659
Assets. Value of participant loans2016-12-31$57,776
Total contributions received or receivable from employer(s)2016-12-31$42,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$21,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,401
Expenses. Total of all expenses incurred2015-12-31$20,521
Benefits paid (including direct rollovers)2015-12-31$1,605
Total plan assets at end of year2015-12-31$2,713,659
Total plan assets at beginning of year2015-12-31$2,701,779
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-564
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$11,880
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,713,659
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,701,779
Assets. Value of participant loans2015-12-31$16,946
Total contributions received or receivable from employer(s)2015-12-31$32,965
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$18,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$177,791
Expenses. Total of all expenses incurred2014-12-31$23,570
Total plan assets at end of year2014-12-31$2,701,779
Total plan assets at beginning of year2014-12-31$2,547,558
Value of fidelity bond covering the plan2014-12-31$265,000
Expenses. Other expenses not covered elsewhere2014-12-31$18,570
Other income received2014-12-31$167,791
Net income (gross income less expenses)2014-12-31$154,221
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,701,779
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,547,558
Assets. Value of participant loans2014-12-31$25,449
Total contributions received or receivable from employer(s)2014-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,000
2013 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$249,379
Expenses. Total of all expenses incurred2013-12-31$59,337
Benefits paid (including direct rollovers)2013-12-31$43,221
Total plan assets at end of year2013-12-31$2,547,558
Total plan assets at beginning of year2013-12-31$2,357,516
Value of fidelity bond covering the plan2013-12-31$265,000
Other income received2013-12-31$181,052
Net income (gross income less expenses)2013-12-31$190,042
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,547,558
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,357,516
Assets. Value of participant loans2013-12-31$38,833
Total contributions received or receivable from employer(s)2013-12-31$68,327
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$178,695
Expenses. Total of all expenses incurred2012-12-31$31,191
Benefits paid (including direct rollovers)2012-12-31$12,500
Total plan assets at end of year2012-12-31$2,357,516
Total plan assets at beginning of year2012-12-31$2,210,012
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$98,564
Net income (gross income less expenses)2012-12-31$147,504
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,357,516
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,210,012
Assets. Value of participant loans2012-12-31$50,577
Total contributions received or receivable from employer(s)2012-12-31$80,131
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$85,678
Expenses. Total of all expenses incurred2011-12-31$34,263
Benefits paid (including direct rollovers)2011-12-31$19,404
Total plan assets at end of year2011-12-31$2,210,012
Total plan assets at beginning of year2011-12-31$2,158,597
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$8,878
Net income (gross income less expenses)2011-12-31$51,415
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,210,012
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,158,597
Assets. Value of participant loans2011-12-31$52,765
Total contributions received or receivable from employer(s)2011-12-31$76,800
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,859
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-130,795
Expenses. Total of all expenses incurred2010-12-31$18,783
Benefits paid (including direct rollovers)2010-12-31$1,155
Total plan assets at end of year2010-12-31$2,158,597
Total plan assets at beginning of year2010-12-31$2,308,175
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$-208,855
Net income (gross income less expenses)2010-12-31$-149,578
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,158,597
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,308,175
Assets. Value of participant loans2010-12-31$3,809
Total contributions received or receivable from employer(s)2010-12-31$78,060
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$17,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN

2022: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KEY WEST SURGICAL GROUP, INC. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81G065
Policy instance 1
Insurance contract or identification number81G065
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,431
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12431
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81G065
Policy instance 1
Insurance contract or identification number81G065
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,329
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81G065
Policy instance 1
Insurance contract or identification number81G065
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $912
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees912
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3

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