401k Plan data: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN plan

SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 401k Plan overview

Plan Name	SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN
Plan identification number	001

SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SOUTH TEXAS SPINAL CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH TEXAS SPINAL CLINIC, P.A.

Employer identification number (EIN): 742503534

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

Additional information about SOUTH TEXAS SPINAL CLINIC, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1988-06-23

Company Identification Number: 0081153903

Legal Registered Office Address: 8207 CALLAGHAN RD STE 240

SAN ANTONIO
United States of America (USA)
78230

More information about SOUTH TEXAS SPINAL CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KIMBERLY GUEBARD
001 2017-01-01 KIMBERLY GUEBARD
001 2016-01-01 GILBERT MEADOWS
001 2015-01-01 GILBERT MEADOWS
001 2014-01-01 GILBERT MEADOWS
001 2013-01-01 GILBERT MEADOWS
001 2012-01-01 GILBERT MEADOWS
001 2011-01-01 GILBERT MEADOWS
001 2010-01-01 GILBERT MEADOWS
001 2009-01-01 GILBERT MEADOWS
001 2007-01-01 GILBERT MEADOWS

Plan Statistics for SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN

401k plan membership statisitcs for SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN

Measure Date Value
2022: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 2
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
2011: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 74
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2007: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 59
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 30
Total of all active and inactive participants 2007-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 89
Number of participants with account balances 2007-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 5

Measure	Date	Value
2022: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	2
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
2011: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	74
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2007: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	59
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	30
Total of all active and inactive participants	2007-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	89
Number of participants with account balances	2007-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	5

Financial Data on SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN

Measure	Date	Value
2022 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$291,209
Expenses. Total of all expenses incurred	2022-12-31	$98,699
Benefits paid (including direct rollovers)	2022-12-31	$98,699
Total plan assets at end of year	2022-12-31	$6,228,284
Total plan assets at beginning of year	2022-12-31	$6,035,774
Value of fidelity bond covering the plan	2022-12-31	$6,228,284
Other income received	2022-12-31	$291,209
Net income (gross income less expenses)	2022-12-31	$192,510
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,228,284
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,035,774
2021 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$610,851
Expenses. Total of all expenses incurred	2021-12-31	$171,612
Benefits paid (including direct rollovers)	2021-12-31	$171,612
Total plan assets at end of year	2021-12-31	$6,035,774
Total plan assets at beginning of year	2021-12-31	$5,596,535
Value of fidelity bond covering the plan	2021-12-31	$6,035,774
Other income received	2021-12-31	$610,851
Net income (gross income less expenses)	2021-12-31	$439,239
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,035,774
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,596,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$740,616
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$5,596,535
Total plan assets at beginning of year	2020-12-31	$4,855,919
Value of fidelity bond covering the plan	2020-12-31	$5,596,535
Other income received	2020-12-31	$740,616
Net income (gross income less expenses)	2020-12-31	$740,616
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,596,535
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,855,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$938,493
Expenses. Total of all expenses incurred	2019-12-31	$75,000
Benefits paid (including direct rollovers)	2019-12-31	$75,000
Total plan assets at end of year	2019-12-31	$4,855,919
Total plan assets at beginning of year	2019-12-31	$3,992,426
Value of fidelity bond covering the plan	2019-12-31	$4,855,919
Other income received	2019-12-31	$938,493
Net income (gross income less expenses)	2019-12-31	$863,493
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,855,919
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,992,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$906,618
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,992,426
Total plan assets at beginning of year	2018-12-31	$3,085,808
Value of fidelity bond covering the plan	2018-12-31	$3,992,426
Contributions received from other sources (not participants or employers)	2018-12-31	$600,000
Other income received	2018-12-31	$306,618
Net income (gross income less expenses)	2018-12-31	$906,618
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,992,426
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,085,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$400,000
Total income from all sources	2017-12-31	$363,296
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,085,808
Total plan assets at beginning of year	2017-12-31	$2,322,512
Value of fidelity bond covering the plan	2017-12-31	$3,085,808
Other income received	2017-12-31	$363,296
Net income (gross income less expenses)	2017-12-31	$363,296
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,085,808
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,322,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-345,041
Expenses. Total of all expenses incurred	2016-12-31	$450,000
Benefits paid (including direct rollovers)	2016-12-31	$450,000
Total plan assets at end of year	2016-12-31	$2,322,512
Total plan assets at beginning of year	2016-12-31	$3,117,553
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$-345,041
Net income (gross income less expenses)	2016-12-31	$-795,041
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,322,512
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,117,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$450,000
2015 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$151,207
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$3,117,553
Total plan assets at beginning of year	2015-12-31	$2,966,346
Value of fidelity bond covering the plan	2015-12-31	$500,000
Noncash contributions received	2015-12-31	$151,207
Net income (gross income less expenses)	2015-12-31	$151,207
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,117,553
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,966,346
2014 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$216,337
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,966,346
Total plan assets at beginning of year	2014-12-31	$2,750,009
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$216,337
Net income (gross income less expenses)	2014-12-31	$216,337
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,966,346
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,750,009
2013 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$779,670
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,750,009
Total plan assets at beginning of year	2013-12-31	$1,970,339
Value of fidelity bond covering the plan	2013-12-31	$2,750,009
Other income received	2013-12-31	$779,670
Net income (gross income less expenses)	2013-12-31	$779,670
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,750,009
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,970,339
2012 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$140,417
Benefits paid (including direct rollovers)	2012-12-31	$140,417
Total plan assets at end of year	2012-12-31	$1,970,339
Total plan assets at beginning of year	2012-12-31	$2,110,756
Value of fidelity bond covering the plan	2012-12-31	$1,970,339
Net income (gross income less expenses)	2012-12-31	$-140,417
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,970,339
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,110,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$0
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,110,756
Total plan assets at beginning of year	2011-12-31	$2,110,756
Value of fidelity bond covering the plan	2011-12-31	$2,110,756
Net income (gross income less expenses)	2011-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,110,756
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,110,756
2010 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-5,147,142
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$1,496
Total income from all sources	2010-12-31	$444,315
Expenses. Total of all expenses incurred	2010-12-31	$250,780
Benefits paid (including direct rollovers)	2010-12-31	$250,780
Total plan assets at end of year	2010-12-31	$2,110,756
Total plan assets at beginning of year	2010-12-31	$7,065,859
Value of fidelity bond covering the plan	2010-12-31	$2,100,754
Total contributions received or receivable from participants	2010-12-31	$94,336
Contributions received from other sources (not participants or employers)	2010-12-31	$1,791
Other income received	2010-12-31	$329,863
Net income (gross income less expenses)	2010-12-31	$193,535
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,110,756
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,064,363
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$18,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN

2022: SOUTH TEXAS SPINAL CLINIC, P.A. 401K 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTH TEXAS SPINAL CLINIC, P.A. 401K 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTH TEXAS SPINAL CLINIC, P.A. 401K 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH TEXAS SPINAL CLINIC, P.A. 401K 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: SOUTH TEXAS SPINAL CLINIC, P.A. 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-MV-JA31

Policy instance

Insurance contract or identification number	GAP-MV-JA31
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $37,864
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $37,864
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY & CO. INC.

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Company Name:	SOUTH TEXAS SPINAL CLINIC, P.A.
Employer identification number (EIN):	742503534
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1988-06-23
Company Identification Number:	0081153903
Legal Registered Office Address:	8207 CALLAGHAN RD STE 240 SAN ANTONIO United States of America (USA) 78230