401k Plan data: SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN plan

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	004

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) 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
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C.

Employer identification number (EIN): 850300232

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 LANCE TAYLOR 2024-10-14
004 2022-01-01 LANCE TAYLOR 2023-09-26
004 2021-01-01 LANCE TAYLOR 2022-09-29
004 2020-01-01 LANCE TAYLOR 2021-08-03
004 2019-01-01 LANCE TAYLOR 2020-06-28
004 2018-01-01 LANCE TAYLOR 2019-09-20
004 2017-01-01 GABRIELLE ADAMS 2018-07-12
004 2016-01-01 GABRIELLE ADAMS 2017-08-22
004 2015-01-01 GABRIELLE ADAMS 2016-09-12
004 2014-01-01 GABRIELLE ADAMS 2015-09-15
004 2013-04-01 GABRIELLE ADAMS 2014-09-02
004 2012-04-01 GABRIELLE ADAMS 2014-01-07
004 2011-04-01 ROBERT M. LYNN 2012-10-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	LANCE TAYLOR	2024-10-14
004	2022-01-01	LANCE TAYLOR	2023-09-26
004	2021-01-01	LANCE TAYLOR	2022-09-29
004	2020-01-01	LANCE TAYLOR	2021-08-03
004	2019-01-01	LANCE TAYLOR	2020-06-28
004	2018-01-01	LANCE TAYLOR	2019-09-20
004	2017-01-01	GABRIELLE ADAMS	2018-07-12
004	2016-01-01	GABRIELLE ADAMS	2017-08-22
004	2015-01-01	GABRIELLE ADAMS	2016-09-12
004	2014-01-01	GABRIELLE ADAMS	2015-09-15
004	2013-04-01	GABRIELLE ADAMS	2014-09-02
004	2012-04-01	GABRIELLE ADAMS	2014-01-07
004	2011-04-01	ROBERT M. LYNN	2012-10-29

Financial Data on SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2025 : SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-22	1280008
Net assets as of the end of the plan year	2025-09-22	16271525
Total assets as of the beginning of the plan year	2025-09-22	14205772
Value of plan covered by a fidelity bond	2025-09-22	500000
Participant contributions to plan in this plan year	2025-09-22	650909
Other contributions to plan in this plan year	2025-09-22	11326
Other income to plan in this plan year	2025-09-22	1804659
Plan net income in this plan year	2025-09-22	2065753
Net assets as of the end of the plan year	2025-09-22	16271525
Net assets as of the beginning of the plan year	2025-09-22	14205772
Employer contributions to plan in this plan year	2025-09-22	878867
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-22	24382
2024 : SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	909163
Net assets as of the end of the plan year	2024-10-14	14205772
Total assets as of the beginning of the plan year	2024-10-14	10393035
Value of plan covered by a fidelity bond	2024-10-14	500000
Participant contributions to plan in this plan year	2024-10-14	583890
Other contributions to plan in this plan year	2024-10-14	1631681
Other income to plan in this plan year	2024-10-14	1726462
Plan net income in this plan year	2024-10-14	3812737
Net assets as of the end of the plan year	2024-10-14	14205772
Net assets as of the beginning of the plan year	2024-10-14	10393035
Value of contributions failed to transmitted timely	2024-10-14	4500
Employer contributions to plan in this plan year	2024-10-14	779867
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	26130
2022 : SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-30	177101
Net assets as of the end of the plan year	2022-09-30	11143208
Total assets as of the beginning of the plan year	2022-09-30	9108284
Value of plan covered by a fidelity bond	2022-09-30	500000
Participant contributions to plan in this plan year	2022-09-30	398185
Other income to plan in this plan year	2022-09-30	1147899
Plan net income in this plan year	2022-09-30	2034924
Net assets as of the end of the plan year	2022-09-30	11143208
Net assets as of the beginning of the plan year	2022-09-30	9108284
Value of contributions failed to transmitted timely	2022-09-30	9242
Employer contributions to plan in this plan year	2022-09-30	665941
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-30	13055

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Company Name:	SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C.
Employer identification number (EIN):	850300232
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)