401k Plan data: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST plan

SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number	003

SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OXFORD BARIATRIC GENERAL AND METABOLIC SURGERY PLLC has sponsored the creation of one or more 401k plans.

Company Name: OXFORD BARIATRIC GENERAL AND METABOLIC SURGERY PLLC

Employer identification number (EIN): 721372888

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 WILLIAM RHODES 2017-07-24
003 2015-01-01 WILLIAM RHODES 2016-06-30 WILLIAM RHODES 2016-06-30
003 2014-01-01 WILLIAM RHODES 2015-07-20
003 2013-01-01 WILLIAM RHODES 2014-07-09 WILLIAM RHODES 2014-07-09
003 2012-01-01 WILLIAM RHODES 2013-07-27 WILLIAM RHODES 2013-07-27
003 2011-01-01 WILLIAM RHODES
003 2009-01-01 WILLIAM RHODES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	WILLIAM RHODES	2017-07-24
003	2015-01-01	WILLIAM RHODES	2016-06-30	WILLIAM RHODES	2016-06-30
003	2014-01-01	WILLIAM RHODES	2015-07-20
003	2013-01-01	WILLIAM RHODES	2014-07-09	WILLIAM RHODES	2014-07-09
003	2012-01-01	WILLIAM RHODES	2013-07-27	WILLIAM RHODES	2013-07-27
003	2011-01-01	WILLIAM RHODES
003	2009-01-01	WILLIAM RHODES

Plan Statistics for SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2011: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 7
Number of employers contributing to the scheme 2011-01-01 1
2009: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9

Measure	Date	Value
2011: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	7
Number of employers contributing to the scheme	2011-01-01	1
2009: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9

Financial Data on SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST

Measure	Date	Value
2011 : SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-12,621
Expenses. Total of all expenses incurred	2011-12-31	$35,778
Benefits paid (including direct rollovers)	2011-12-31	$35,717
Total plan assets at end of year	2011-12-31	$1,329,794
Total plan assets at beginning of year	2011-12-31	$1,378,193
Expenses. Other expenses not covered elsewhere	2011-12-31	$61
Other income received	2011-12-31	$-54,144
Net income (gross income less expenses)	2011-12-31	$-48,399
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,329,794
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,378,193
Total contributions received or receivable from employer(s)	2011-12-31	$41,523
2010 : SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$168,766
Expenses. Total of all expenses incurred	2010-12-31	$1,546
Benefits paid (including direct rollovers)	2010-12-31	$1,546
Total plan assets at end of year	2010-12-31	$1,378,193
Total plan assets at beginning of year	2010-12-31	$1,210,973
Other income received	2010-12-31	$135,479
Net income (gross income less expenses)	2010-12-31	$167,220
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,378,193
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,210,973
Total contributions received or receivable from employer(s)	2010-12-31	$33,287

Form 5500 Responses for SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST

2011: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SURGICAL CLINIC OF NORTH MISSISSPPI MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OXFORD BARIATRIC GENERAL AND METABOLIC SURGERY PLLC
Employer identification number (EIN):	721372888
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)