401k Plan data: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN plan

MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN
Plan identification number	002

MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

MAGIC VALLEY SURGERY CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MAGIC VALLEY SURGERY CLINIC, P.A.

Employer identification number (EIN): 820454061

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 STEPHEN SCHMID, MD
002 2015-01-01 STEPHEN SCHMID, MD
002 2014-01-01 STEPHEN SCHMID, MD
002 2013-01-01 STEPHEN SCHMID, MD
002 2012-01-01 STEPHEN SCHMID, MD
002 2011-01-01 STEPHEN SCHMID, MD
002 2009-01-01 STEPHEN SCHMID, M.D. STEPHEN SCHMID, M.D. 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	STEPHEN SCHMID, MD
002	2015-01-01	STEPHEN SCHMID, MD
002	2014-01-01	STEPHEN SCHMID, MD
002	2013-01-01	STEPHEN SCHMID, MD
002	2012-01-01	STEPHEN SCHMID, MD
002	2011-01-01	STEPHEN SCHMID, MD
002	2009-01-01	STEPHEN SCHMID, M.D.	STEPHEN SCHMID, M.D.	2010-08-23

Financial Data on MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2016 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-05-31	$0
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$23,317
Expenses. Total of all expenses incurred	2016-05-31	$879,786
Benefits paid (including direct rollovers)	2016-05-31	$879,383
Total plan assets at end of year	2016-05-31	$0
Total plan assets at beginning of year	2016-05-31	$856,469
Value of fidelity bond covering the plan	2016-05-31	$100,000
Total contributions received or receivable from participants	2016-05-31	$0
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$23,317
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-856,469
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$856,469
Total contributions received or receivable from employer(s)	2016-05-31	$0
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$13,301
Expenses. Total of all expenses incurred	2015-12-31	$79,438
Benefits paid (including direct rollovers)	2015-12-31	$72,322
Total plan assets at end of year	2015-12-31	$856,469
Total plan assets at beginning of year	2015-12-31	$922,606
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-6,699
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-66,137
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$856,469
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$922,606
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2014 401k financial data
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	$77,259
Expenses. Total of all expenses incurred	2014-12-31	$3,431
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$922,606
Total plan assets at beginning of year	2014-12-31	$848,778
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$41,259
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$73,828
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$922,606
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$848,778
Total contributions received or receivable from employer(s)	2014-12-31	$36,000
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	$3,431
2013 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$125,836
Expenses. Total of all expenses incurred	2013-12-31	$9,728
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$848,778
Total plan assets at beginning of year	2013-12-31	$732,670
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$89,836
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$116,108
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$848,778
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$732,670
Total contributions received or receivable from employer(s)	2013-12-31	$36,000
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	$9,728
2012 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$158,175
Expenses. Total of all expenses incurred	2012-12-31	$26,131
Benefits paid (including direct rollovers)	2012-12-31	$21,766
Total plan assets at end of year	2012-12-31	$732,670
Total plan assets at beginning of year	2012-12-31	$600,626
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$128,175
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$132,044
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$732,670
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$600,626
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-7,364
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$600,626
Total plan assets at beginning of year	2011-12-31	$607,990
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-43,364
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-7,364
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$600,626
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$607,990
Total contributions received or receivable from employer(s)	2011-12-31	$36,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$103,902
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$607,990
Total plan assets at beginning of year	2010-12-31	$504,088
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$56,402
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$103,902
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$607,990
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$504,088
Total contributions received or receivable from employer(s)	2010-12-31	$47,500
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN

2016: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING 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
2013: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
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: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: MAGIC VALLEY SURGERY CLINIC, P.A. PROFIT SHARING PLAN 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:	MAGIC VALLEY SURGERY CLINIC, P.A.
Employer identification number (EIN):	820454061
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)