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SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameSOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 003

SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

TERRY E. MCLEAN, MD, SOUTHWEST SPINE CENTER, LTD. has sponsored the creation of one or more 401k plans.

Company Name:TERRY E. MCLEAN, MD, SOUTHWEST SPINE CENTER, LTD.
Employer identification number (EIN):860670627
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 SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01TERRY MCLEAN2014-07-23
0032012-01-01TERRY MCLEAN2013-03-12
0032011-01-01TERRY MCLEAN2012-10-09
0032010-01-01TERRY MCLEAN

Plan Statistics for SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2010: SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2010 : SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$455,160
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,355,290
Total plan assets at beginning of year2010-12-31$1,900,130
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$215,160
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$455,160
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,355,290
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,900,130
Total contributions received or receivable from employer(s)2010-12-31$240,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST

2010: SOUTHWEST SPINE CENTER, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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