?>
Logo

MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameMORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

MORGAN ANESTHESIA ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:MORGAN ANESTHESIA ASSOCIATES INC.
Employer identification number (EIN):840829381
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARY D. KLIEWER2023-07-12
0012021-01-01GARY KLIEWER2022-07-13
0012020-01-01GARY KLIEWER2021-07-20
0012019-01-01GARY KLIEWER2020-07-24
0012018-01-01GARY KLIEWER2019-07-23
0012017-01-01GARY KLIEWER2018-07-02
0012016-01-01GARY KLIEWER2017-06-27
0012015-01-01GARY KLIEWER2016-06-09
0012014-01-01GARY KLIEWER2016-01-12
0012013-01-01GARY KLIEWER
0012012-01-01GARY KLIEWER
0012011-01-01GARY KLIEWER
0012010-01-01GARY KLIEWER
0012009-01-01GARY KLIEWER

Plan Statistics for MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2013: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2013 : MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$196,595
Expenses. Total of all expenses incurred2013-12-31$2,005
Total plan assets at end of year2013-12-31$1,147,096
Total plan assets at beginning of year2013-12-31$952,506
Expenses. Other expenses not covered elsewhere2013-12-31$172
Other income received2013-12-31$142,708
Net income (gross income less expenses)2013-12-31$194,590
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,147,096
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$952,506
Total contributions received or receivable from employer(s)2013-12-31$53,887
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,833
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$154,829
Expenses. Total of all expenses incurred2012-12-31$1,260
Total plan assets at end of year2012-12-31$952,506
Total plan assets at beginning of year2012-12-31$798,937
Expenses. Other expenses not covered elsewhere2012-12-31$154
Other income received2012-12-31$84,994
Net income (gross income less expenses)2012-12-31$153,569
Net plan assets at end of year (total assets less liabilities)2012-12-31$952,506
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$798,937
Total contributions received or receivable from employer(s)2012-12-31$69,835
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,989
Expenses. Total of all expenses incurred2011-12-31$1,405
Total plan assets at end of year2011-12-31$798,937
Total plan assets at beginning of year2011-12-31$755,353
Other income received2011-12-31$644
Net income (gross income less expenses)2011-12-31$43,584
Net plan assets at end of year (total assets less liabilities)2011-12-31$798,937
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$755,353
Total contributions received or receivable from employer(s)2011-12-31$44,345
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$220,239
Expenses. Total of all expenses incurred2010-12-31$737,699
Benefits paid (including direct rollovers)2010-12-31$736,054
Total plan assets at end of year2010-12-31$755,353
Total plan assets at beginning of year2010-12-31$1,272,813
Other income received2010-12-31$164,710
Net income (gross income less expenses)2010-12-31$-517,460
Net plan assets at end of year (total assets less liabilities)2010-12-31$755,353
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,272,813
Total contributions received or receivable from employer(s)2010-12-31$55,529
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,645
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN

2013: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MORGAN ANESTHESIA ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23806
Policy instance 1
Insurance contract or identification number23806
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $925
Total amount of fees paid to insurance companyUSD $908
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $925
Amount paid for insurance broker fees908
Additional information about fees paid to insurance brokerSERVICING FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameDOUGLAS WYATT JONES
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23806
Policy instance 1
Insurance contract or identification number23806
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $769
Total amount of fees paid to insurance companyUSD $337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176
Amount paid for insurance broker fees122
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
Insurance broker nameDOUGLAS WYATT JONES
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23806
Policy instance 1
Insurance contract or identification number23806
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $1,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number23806
Policy instance 1
Insurance contract or identification number23806
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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 S3