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Plan Name | SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SOUTH TEXAS SPINAL CLINIC, P.A. |
Employer identification number (EIN): | 742503534 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SOUTH TEXAS SPINAL CLINIC, P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1988-06-23 |
Company Identification Number: | 0081153903 |
Legal Registered Office Address: |
8207 CALLAGHAN RD STE 240 SAN ANTONIO United States of America (USA) 78230 |
More information about SOUTH TEXAS SPINAL CLINIC, P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | KIMBERLY GUEBARD | 2023-06-12 | ||
002 | 2021-01-01 | KIMBERLY GUEBARD | 2022-05-27 | ||
002 | 2020-01-01 | KIMBERLY GUEBARD | 2021-06-30 | ||
002 | 2019-01-01 | KIMBERLY GUEBARD | 2020-06-29 | ||
002 | 2018-01-01 | KIMBERLY GUEBARD | 2019-07-24 | ||
002 | 2017-01-01 | KIMBERLY GUEBARD | 2018-07-09 | ||
002 | 2016-01-01 | GILBERT MEADOWS | 2017-05-24 | ||
002 | 2015-01-01 | GILBERT MEADOWS | 2016-07-30 | ||
002 | 2014-01-01 | GILBERT MEADOWS | |||
002 | 2013-01-01 | GILBERT MEADOWS | 2014-05-27 | ||
002 | 2012-01-01 | GILBERT MEADOWS | 2013-06-14 | ||
002 | 2011-01-01 | GILBERT MEADOWS | 2012-08-22 | ||
002 | 2010-01-01 | DIANA GUTIERREZ | 2011-09-06 |
Measure | Date | Value |
---|---|---|
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 82 |
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 | 13 |
Total of all active and inactive participants | 2014-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 95 |
Number of participants with account balances | 2014-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2014 : SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,464,490 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $213,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $207,447 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $974,946 |
Value of total assets at end of year | 2014-12-31 | $8,101,872 |
Value of total assets at beginning of year | 2014-12-31 | $6,851,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,667 |
Total interest from all sources | 2014-12-31 | $3,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $838,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $838,770 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $218,970 |
Participant contributions at end of year | 2014-12-31 | $118,711 |
Participant contributions at beginning of year | 2014-12-31 | $102,437 |
Other income not declared elsewhere | 2014-12-31 | $52 |
Administrative expenses (other) incurred | 2014-12-31 | $2,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,250,538 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,101,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,851,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,983,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,748,897 |
Interest on participant loans | 2014-12-31 | $3,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-353,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $755,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $207,447 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | METZ & ASSOCIATES, PLLC |
Accountancy firm EIN | 2014-12-31 | 464558541 |
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 form 5500 responses | ||
---|---|---|
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 |