PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN
401k plan membership statisitcs for PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 43 |
| Total of all active and inactive participants | 2022-01-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 123 |
| Number of participants with account balances | 2022-01-01 | 123 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2011: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 55 |
| Total participants | 2011-01-01 | 55 |
| Number of participants with account balances | 2011-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 43 |
| Total participants | 2010-01-01 | 43 |
| Number of participants with account balances | 2010-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Measure | Date | Value |
|---|
| 2022 : PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $81,528 |
| Total income from all sources (including contributions) | 2022-12-31 | $-481,723 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $224,131 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $179,055 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,127,635 |
| Value of total assets at end of year | 2022-12-31 | $9,794,321 |
| Value of total assets at beginning of year | 2022-12-31 | $10,575,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $45,076 |
| Total interest from all sources | 2022-12-31 | $7,519 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $474,638 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $474,638 |
| Administrative expenses professional fees incurred | 2022-12-31 | $45,076 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $453,708 |
| Participant contributions at end of year | 2022-12-31 | $128,544 |
| Participant contributions at beginning of year | 2022-12-31 | $139,930 |
| Participant contributions at end of year | 2022-12-31 | $27,000 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $139,841 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $5,721 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $81,528 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-705,854 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,788,600 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,494,454 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,352,686 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,165,503 |
| Interest on participant loans | 2022-12-31 | $7,519 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $66,071 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $53,557 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,091,515 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $534,086 |
| Employer contributions (assets) at end of year | 2022-12-31 | $220,020 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $216,992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $179,055 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WATKINS, WARD AND STAFFORD PLLC |
| Accountancy firm EIN | 2022-12-31 | 640394922 |
| 2011 : PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $283,951 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,123 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,168 |
| Total plan assets at end of year | 2011-12-31 | $2,746,562 |
| Total plan assets at beginning of year | 2011-12-31 | $2,465,734 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $123,709 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $17,727 |
| Other income received | 2011-12-31 | $-68,745 |
| Net income (gross income less expenses) | 2011-12-31 | $280,828 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,746,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,465,734 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $211,260 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $955 |
| 2010 : PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $439,703 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,465,734 |
| Total plan assets at beginning of year | 2010-12-31 | $2,026,031 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,672 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $8,275 |
| Other income received | 2010-12-31 | $201,804 |
| Net income (gross income less expenses) | 2010-12-31 | $439,703 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,465,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,026,031 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $185,952 |
| 2022: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
