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COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 401k Plan overview

Plan NameCOLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I
Plan identification number 001

COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 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.
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COLD SPRINGS MEDICAL SURGICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:COLD SPRINGS MEDICAL SURGICAL GROUP
Employer identification number (EIN):770521530
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DOUG KATERS, FOR SBPC, INC.
0012016-01-01DOUG KATERS, FOR SBPC, INC.
0012015-01-01DOUG KATERS, FOR SBPC, INC.
0012014-01-01DOUG KATERS, FOR SBPC, INC.
0012013-01-01DOUGLAS A. KATERS FOR SBPC, INC.
0012012-01-01DOUG KATERS, FOR SBPC, INC.
0012011-01-01DOUG KATERS2012-07-27
0012010-01-01GEORGE ARAKELIAN2013-06-24

Financial Data on COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I

Measure Date Value
2019 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,761,021
Expenses. Total of all expenses incurred2019-12-31$389,706
Benefits paid (including direct rollovers)2019-12-31$358,334
Total plan assets at end of year2019-12-31$7,461,447
Total plan assets at beginning of year2019-12-31$6,090,132
Value of fidelity bond covering the plan2019-12-31$2,572,331
Total contributions received or receivable from participants2019-12-31$144,792
Expenses. Other expenses not covered elsewhere2019-12-31$213
Other income received2019-12-31$1,475,886
Net income (gross income less expenses)2019-12-31$1,371,315
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,461,447
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,090,132
Assets. Value of participant loans2019-12-31$50,711
Assets. Value of assets in partnership/joint-venture interests2019-12-31$2,572,331
Total contributions received or receivable from employer(s)2019-12-31$140,343
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$31,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2018 401k financial data
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$130,656
Expenses. Total of all expenses incurred2018-12-31$33,801
Benefits paid (including direct rollovers)2018-12-31$238
Total plan assets at end of year2018-12-31$6,090,132
Total plan assets at beginning of year2018-12-31$5,993,277
Value of fidelity bond covering the plan2018-12-31$1,900,000
Total contributions received or receivable from participants2018-12-31$131,379
Expenses. Other expenses not covered elsewhere2018-12-31$174
Other income received2018-12-31$-137,424
Net income (gross income less expenses)2018-12-31$96,855
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,090,132
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,993,277
Assets. Value of participant loans2018-12-31$48,701
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,834,195
Total contributions received or receivable from employer(s)2018-12-31$136,701
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$33,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2017 401k financial data
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$1,073,999
Expenses. Total of all expenses incurred2017-12-31$225,155
Benefits paid (including direct rollovers)2017-12-31$192,653
Total plan assets at end of year2017-12-31$5,993,277
Total plan assets at beginning of year2017-12-31$5,144,433
Value of fidelity bond covering the plan2017-12-31$1,200,000
Total contributions received or receivable from participants2017-12-31$180,346
Expenses. Other expenses not covered elsewhere2017-12-31$603
Other income received2017-12-31$686,962
Net income (gross income less expenses)2017-12-31$848,844
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,993,277
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,144,433
Assets. Value of participant loans2017-12-31$34,651
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,604,930
Total contributions received or receivable from employer(s)2017-12-31$206,691
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$31,899
2016 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2016 401k financial data
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$627,812
Expenses. Total of all expenses incurred2016-12-31$229,837
Benefits paid (including direct rollovers)2016-12-31$199,411
Total plan assets at end of year2016-12-31$5,144,433
Total plan assets at beginning of year2016-12-31$4,746,458
Value of fidelity bond covering the plan2016-12-31$1,200,000
Total contributions received or receivable from participants2016-12-31$181,105
Expenses. Other expenses not covered elsewhere2016-12-31$842
Contributions received from other sources (not participants or employers)2016-12-31$3,286
Other income received2016-12-31$236,481
Net income (gross income less expenses)2016-12-31$397,975
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,144,433
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,746,458
Assets. Value of participant loans2016-12-31$38,140
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,432,141
Total contributions received or receivable from employer(s)2016-12-31$206,940
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$29,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2015 401k financial data
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$321,997
Expenses. Total of all expenses incurred2015-12-31$72,456
Benefits paid (including direct rollovers)2015-12-31$55,898
Total plan assets at end of year2015-12-31$4,746,458
Total plan assets at beginning of year2015-12-31$4,496,917
Value of fidelity bond covering the plan2015-12-31$1,200,000
Total contributions received or receivable from participants2015-12-31$176,330
Expenses. Other expenses not covered elsewhere2015-12-31$735
Other income received2015-12-31$-55,244
Net income (gross income less expenses)2015-12-31$249,541
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,746,458
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,496,917
Assets. Value of participant loans2015-12-31$26,543
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,270,670
Total contributions received or receivable from employer(s)2015-12-31$200,911
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2014 401k financial data
Total income from all sources2014-12-31$581,792
Expenses. Total of all expenses incurred2014-12-31$20,135
Total plan assets at end of year2014-12-31$4,496,917
Total plan assets at beginning of year2014-12-31$3,935,260
Value of fidelity bond covering the plan2014-12-31$1,200,000
Total contributions received or receivable from participants2014-12-31$86,251
Other income received2014-12-31$223,426
Net income (gross income less expenses)2014-12-31$561,657
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,496,917
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,935,260
Assets. Value of participant loans2014-12-31$40,395
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,191,296
Total contributions received or receivable from employer(s)2014-12-31$272,115
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,135
2013 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2013 401k financial data
Total income from all sources2013-12-31$738,494
Expenses. Total of all expenses incurred2013-12-31$75,998
Benefits paid (including direct rollovers)2013-12-31$61,203
Total plan assets at end of year2013-12-31$3,935,260
Total plan assets at beginning of year2013-12-31$3,272,764
Value of fidelity bond covering the plan2013-12-31$1,200,000
Total contributions received or receivable from participants2013-12-31$78,715
Contributions received from other sources (not participants or employers)2013-12-31$17,096
Other income received2013-12-31$383,319
Net income (gross income less expenses)2013-12-31$662,496
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,935,260
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,272,764
Assets. Value of participant loans2013-12-31$57,885
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,033,997
Total contributions received or receivable from employer(s)2013-12-31$259,364
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$14,795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2012 401k financial data
Total income from all sources2012-12-31$653,535
Expenses. Total of all expenses incurred2012-12-31$99,805
Benefits paid (including direct rollovers)2012-12-31$87,269
Total plan assets at end of year2012-12-31$3,245,735
Total plan assets at beginning of year2012-12-31$2,692,005
Value of fidelity bond covering the plan2012-12-31$1,200,000
Total contributions received or receivable from participants2012-12-31$75,112
Contributions received from other sources (not participants or employers)2012-12-31$100,652
Other income received2012-12-31$227,661
Net income (gross income less expenses)2012-12-31$553,730
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,245,735
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,692,005
Assets. Value of participant loans2012-12-31$70,721
Assets. Value of assets in partnership/joint-venture interests2012-12-31$893,228
Total contributions received or receivable from employer(s)2012-12-31$250,110
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,536

Form 5500 Responses for COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I

2019: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLD SPRINGS MEDICAL SURGICAL GROUP 401(K) PROFIT SHARING PLAN I 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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