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CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameCYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN
Plan identification number 001

CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

HAMMOND SURGICAL HOSPITAL, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:HAMMOND SURGICAL HOSPITAL, L.L.C.
Employer identification number (EIN):272765802
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHERI' LEBLANC2023-10-03
0012021-01-01SHERI' LEBLANC2022-09-15
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERI' LEBLANC
0012016-01-01DARLENE YOUNG
0012015-01-01JAYE GUICE SCOT TREITLER2016-08-16
0012014-01-01JAYE GUICE JAYE GUICE2015-08-26
0012013-01-01JAYE GUICE
0012012-01-01CALVIN KAUL
0012011-01-01CALVIN KAUL2012-08-06

Plan Statistics for CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN

401k plan membership statisitcs for CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN

Measure Date Value
2022: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01168
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01150
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01155
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01149
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01168
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019

Financial Data on CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN

Measure Date Value
2022 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$81,730
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$358,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$351,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$488,059
Value of total assets at end of year2022-12-31$2,328,407
Value of total assets at beginning of year2022-12-31$2,605,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,410
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,410
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$260,527
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$362,471
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-276,863
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,328,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,605,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$2,313,303
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,537,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$64,077
Net investment gain/loss from pooled separate accounts2022-12-31$-406,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$125,588
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$351,183
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOURGEOIS BENNETT LLC
Accountancy firm EIN2022-12-31720136870
2021 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$848,698
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$477,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$468,939
Value of total corrective distributions2021-12-31$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$482,272
Value of total assets at end of year2021-12-31$2,605,270
Value of total assets at beginning of year2021-12-31$2,234,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,343
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,343
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$223,413
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$318,905
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$371,147
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,605,270
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,234,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,175,743
Value of interest in pooled separate accounts at end of year2021-12-31$2,537,093
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$64,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$53,503
Net investment gain/loss from pooled separate accounts2021-12-31$366,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$106,014
Employer contributions (assets) at end of year2021-12-31$4,100
Employer contributions (assets) at beginning of year2021-12-31$4,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$468,939
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STEPHEN C. HIMEL, CPA, LLC
Accountancy firm EIN2021-12-31208410792
2020 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,276
Total income from all sources (including contributions)2020-12-31$589,489
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$217,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$213,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$341,218
Value of total assets at end of year2020-12-31$2,234,123
Value of total assets at beginning of year2020-12-31$1,880,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,044
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$222,924
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$251,165
Participant contributions at beginning of year2020-12-31$10,079
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$18,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$371,978
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,234,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,862,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,175,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,810,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$53,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$55,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$248,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$73,798
Employer contributions (assets) at end of year2020-12-31$4,877
Employer contributions (assets) at beginning of year2020-12-31$4,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$213,467
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2020-12-31208410792
2019 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,735
Total income from all sources (including contributions)2019-12-31$671,194
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$395,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$368,161
Value of total corrective distributions2019-12-31$16,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$337,393
Value of total assets at end of year2019-12-31$1,880,421
Value of total assets at beginning of year2019-12-31$1,589,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,736
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$187,834
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$277,737
Participant contributions at end of year2019-12-31$10,079
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$275,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,862,145
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,586,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,736
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,810,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,516,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$55,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$72,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$333,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$55,205
Employer contributions (assets) at end of year2019-12-31$4,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$368,161
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STEPHEN C. HIMEL, CPA, LLC
Accountancy firm EIN2019-12-31208410792
2018 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,575
Total income from all sources (including contributions)2018-12-31$252,884
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$223,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$367,679
Value of total assets at end of year2018-12-31$1,589,088
Value of total assets at beginning of year2018-12-31$1,563,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,202
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$156,339
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$261,459
Participant contributions at beginning of year2018-12-31$7,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$29,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,586,353
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,556,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,516,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,520,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$72,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,096
Net investment gain/loss from pooled separate accounts2018-12-31$-114,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,220
Employer contributions (assets) at beginning of year2018-12-31$3,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,142
Contract administrator fees2018-12-31$4,202
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2018-12-31208410792
2017 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$572,132
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$99,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$78,255
Value of total corrective distributions2017-12-31$6,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$358,607
Value of total assets at end of year2017-12-31$1,563,388
Value of total assets at beginning of year2017-12-31$1,084,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,102
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,785
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$156,339
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$249,899
Participant contributions at end of year2017-12-31$7,081
Participant contributions at beginning of year2017-12-31$518
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,575
Total non interest bearing cash at beginning of year2017-12-31$13,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$472,200
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,556,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,084,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,520,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,000,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$70,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$70,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$118,119
Net investment gain/loss from pooled separate accounts2017-12-31$92,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$98,371
Employer contributions (assets) at end of year2017-12-31$3,116
Employer contributions (assets) at beginning of year2017-12-31$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$78,255
Contract administrator fees2017-12-31$15,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2017-12-31208410792
2016 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$721
Total income from all sources (including contributions)2016-12-31$362,646
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$174,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$169,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$287,992
Value of total assets at end of year2016-12-31$1,084,613
Value of total assets at beginning of year2016-12-31$897,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,388
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$36,952
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$199,723
Participant contributions at end of year2016-12-31$518
Participant contributions at beginning of year2016-12-31$6,239
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,158
Liabilities. Value of operating payables at beginning of year2016-12-31$721
Total non interest bearing cash at end of year2016-12-31$13,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$188,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,084,613
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$896,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,000,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$860,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$70,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$83,111
Employer contributions (assets) at end of year2016-12-31$194
Employer contributions (assets) at beginning of year2016-12-31$2,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$169,110
Contract administrator fees2016-12-31$5,388
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2016-12-31208410792
2015 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,662
Total income from all sources (including contributions)2015-12-31$225,616
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$92,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$241,519
Value of total assets at end of year2015-12-31$897,186
Value of total assets at beginning of year2015-12-31$773,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,206
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$47,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$47,556
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$162,468
Participant contributions at end of year2015-12-31$6,239
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,514
Liabilities. Value of operating payables at end of year2015-12-31$721
Total non interest bearing cash at beginning of year2015-12-31$8,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$133,248
Value of net assets at end of year (total assets less liabilities)2015-12-31$896,465
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$763,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$860,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$742,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$76,556
Employer contributions (assets) at end of year2015-12-31$2,962
Employer contributions (assets) at beginning of year2015-12-31$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$85,162
Contract administrator fees2015-12-31$7,206
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,148
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2015-12-31208410792
2014 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,095
Total income from all sources (including contributions)2014-12-31$267,768
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$108,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$100,991
Value of total corrective distributions2014-12-31$2,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$229,561
Value of total assets at end of year2014-12-31$773,879
Value of total assets at beginning of year2014-12-31$614,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,080
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$44,444
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$156,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,514
Total non interest bearing cash at end of year2014-12-31$8,514
Total non interest bearing cash at beginning of year2014-12-31$9,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$159,549
Value of net assets at end of year (total assets less liabilities)2014-12-31$763,217
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$603,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$742,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$588,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$73,523
Employer contributions (assets) at end of year2014-12-31$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$100,991
Contract administrator fees2014-12-31$5,080
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,148
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$11,095
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STEPHEN C. HIMEL, CPA LLC
Accountancy firm EIN2014-12-31208410792
2013 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$343,146
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,613
Value of total corrective distributions2013-12-31$11,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$252,611
Value of total assets at end of year2013-12-31$614,763
Value of total assets at beginning of year2013-12-31$295,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,245
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,861
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,955
Participant contributions at beginning of year2013-12-31$4,488
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,461
Total non interest bearing cash at end of year2013-12-31$9,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$308,193
Value of net assets at end of year (total assets less liabilities)2013-12-31$603,668
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$295,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$588,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$278,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$58,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$75,195
Employer contributions (assets) at beginning of year2013-12-31$2,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,613
Contract administrator fees2013-12-31$3,245
Liabilities. Value of benefit claims payable at end of year2013-12-31$11,095
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STEPHEN C HIMEL, CPA LLC
Accountancy firm EIN2013-12-31208410792
2012 : CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$206,339
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$184,071
Value of total assets at end of year2012-12-31$295,475
Value of total assets at beginning of year2012-12-31$92,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$356
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,409
Administrative expenses professional fees incurred2012-12-31$356
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$126,944
Participant contributions at end of year2012-12-31$4,488
Participant contributions at beginning of year2012-12-31$4,248
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$203,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$295,475
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$92,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$278,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$83,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$56,688
Employer contributions (assets) at end of year2012-12-31$2,179
Employer contributions (assets) at beginning of year2012-12-31$1,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,720
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STEPHEN C HIMEL, CPA LLC
Accountancy firm EIN2012-12-31208410792

Form 5500 Responses for CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN

2022: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CYPRESS POINTE SURGICAL HOSPITAL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808539
Policy instance 1
Insurance contract or identification number808539
Number of Individuals Covered168
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,023
Total amount of fees paid to insurance companyUSD $1,191
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,023
Insurance broker organization code?3
Amount paid for insurance broker fees907
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808539
Policy instance 1
Insurance contract or identification number808539
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,155
Total amount of fees paid to insurance companyUSD $1,241
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,155
Insurance broker organization code?3
Amount paid for insurance broker fees917
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808539-000
Policy instance 1
Insurance contract or identification number808539-000
Number of Individuals Covered137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,659
Total amount of fees paid to insurance companyUSD $938
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $4,659
Insurance broker organization code?3
Amount paid for insurance broker fees938
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number86231
Policy instance 1
Insurance contract or identification number86231
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,233
Total amount of fees paid to insurance companyUSD $850
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $4,233
Insurance broker organization code?3
Amount paid for insurance broker fees850
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number86231
Policy instance 1
Insurance contract or identification number86231
Number of Individuals Covered111
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,667
Total amount of fees paid to insurance companyUSD $1,506
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,019
Insurance broker organization code?3
Amount paid for insurance broker fees1506
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number86231
Policy instance 1
Insurance contract or identification number86231
Number of Individuals Covered103
Insurance policy start date2017-05-18
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,540
Total amount of fees paid to insurance companyUSD $5,546
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,385
Insurance broker organization code?3
Amount paid for insurance broker fees5546
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameRETIREMENT STRATEGIES GROUP

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