Logo

SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 401k Plan overview

Plan NameSOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN
Plan identification number 001

SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUBBOCK HEART SURGERY has sponsored the creation of one or more 401k plans.

Company Name:LUBBOCK HEART SURGERY
Employer identification number (EIN):751444134
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DONALD J. ROBERTSON
0012015-01-01DONALD J. ROBERTSON
0012014-01-01DONALD J. ROBERTSON
0012013-01-01DONALD J. ROBERTSON
0012012-01-01SCOTT SMITH
0012011-01-01SCOTT SMITH
0012010-01-01SCOTT SMITH
0012009-01-01SCOTT SMITH

Plan Statistics for SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN

401k plan membership statisitcs for SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN

Measure Date Value
2016: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0116
Number of participants with account balances2010-01-0116
2009: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN

Measure Date Value
2016 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,915
Expenses. Total of all expenses incurred2016-12-31$231,694
Benefits paid (including direct rollovers)2016-12-31$229,974
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$227,779
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$3,915
Net income (gross income less expenses)2016-12-31$-227,779
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$227,779
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,720
2015 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$205,702
Expenses. Total of all expenses incurred2015-12-31$991,694
Benefits paid (including direct rollovers)2015-12-31$989,225
Total plan assets at end of year2015-12-31$227,779
Total plan assets at beginning of year2015-12-31$1,013,771
Value of fidelity bond covering the plan2015-12-31$500,000
Contributions received from other sources (not participants or employers)2015-12-31$219,046
Other income received2015-12-31$-13,344
Net income (gross income less expenses)2015-12-31$-785,992
Net plan assets at end of year (total assets less liabilities)2015-12-31$227,779
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,013,771
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,469
2014 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$63,658
Expenses. Total of all expenses incurred2014-12-31$100
Total plan assets at end of year2014-12-31$1,013,771
Total plan assets at beginning of year2014-12-31$950,213
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$63,658
Net income (gross income less expenses)2014-12-31$63,558
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,013,771
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$950,213
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$100
2013 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$44,600
Expenses. Total of all expenses incurred2013-12-31$186,819
Benefits paid (including direct rollovers)2013-12-31$186,438
Total plan assets at end of year2013-12-31$950,213
Total plan assets at beginning of year2013-12-31$1,092,432
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$44,600
Net income (gross income less expenses)2013-12-31$-142,219
Net plan assets at end of year (total assets less liabilities)2013-12-31$950,213
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,092,432
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$381
2012 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$132,780
Expenses. Total of all expenses incurred2012-12-31$1,645,253
Benefits paid (including direct rollovers)2012-12-31$1,642,032
Total plan assets at end of year2012-12-31$1,092,432
Total plan assets at beginning of year2012-12-31$2,604,905
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$132,780
Net income (gross income less expenses)2012-12-31$-1,512,473
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,092,432
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,604,905
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,221
2011 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$234,053
Expenses. Total of all expenses incurred2011-12-31$12,713
Benefits paid (including direct rollovers)2011-12-31$8,152
Total plan assets at end of year2011-12-31$2,604,905
Total plan assets at beginning of year2011-12-31$2,383,565
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$11,000
Other income received2011-12-31$-62,189
Net income (gross income less expenses)2011-12-31$221,340
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,604,905
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,383,565
Total contributions received or receivable from employer(s)2011-12-31$285,242
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,561
2010 : SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$427,032
Expenses. Total of all expenses incurred2010-12-31$3,786
Total plan assets at end of year2010-12-31$2,383,565
Total plan assets at beginning of year2010-12-31$1,960,319
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$965
Other income received2010-12-31$137,214
Net income (gross income less expenses)2010-12-31$423,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,383,565
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,960,319
Total contributions received or receivable from employer(s)2010-12-31$288,853
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,786

Form 5500 Responses for SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN

2016: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWESTERN CARDIOVASCULAR SURGICAL ASSOCIATES PARTNERSHIP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1