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DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 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.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVIS SURGICAL ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DAVIS SURGICAL ASSOCIATES, PLLC
Employer identification number (EIN):201240786
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PETER WILSON2015-06-12
0012013-01-01LORI MCMILLAN2014-07-14
0012012-01-01TINA MICONI2013-10-07 TINA MICONI2013-10-07
0012011-01-01TINA MICONI2012-10-04
0012010-01-01TINA MICONI2011-10-14
0012008-01-01TINA MICONI
0012007-01-01TINA MICONI

Financial Data on DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2008 : DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$24,638
Expenses. Total of all expenses incurred2008-12-31$1,192
Benefits paid (including direct rollovers)2008-12-31$187
Total plan assets at end of year2008-12-31$214,504
Total plan assets at beginning of year2008-12-31$191,058
Total contributions received or receivable from participants2008-12-31$29,390
Expenses. Other expenses not covered elsewhere2008-12-31$1,005
Other income received2008-12-31$-76,630
Net income (gross income less expenses)2008-12-31$23,446
Net plan assets at end of year (total assets less liabilities)2008-12-31$214,504
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$191,058
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$170
Total contributions received or receivable from employer(s)2008-12-31$71,878
2007 : DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$76,692
Expenses. Total of all expenses incurred2007-12-31$1,417
Benefits paid (including direct rollovers)2007-12-31$1,417
Total plan assets at end of year2007-12-31$191,058
Total plan assets at beginning of year2007-12-31$115,783
Total contributions received or receivable from participants2007-12-31$16,540
Other income received2007-12-31$10,513
Net income (gross income less expenses)2007-12-31$75,275
Net plan assets at end of year (total assets less liabilities)2007-12-31$191,058
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$115,783
Total contributions received or receivable from employer(s)2007-12-31$49,639

Form 5500 Responses for DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

2008: DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: DAVIS SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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