401k Plan data: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST plan

SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SANDIA SURGICAL PROFIT SHARING PLAN & TRUST
Plan identification number	002

SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANDIA SURGICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: SANDIA SURGICAL, INC.

Employer identification number (EIN): 850356935

NAIC Classification: 423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDIA SURGICAL PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 TERRY WEAVER 2020-08-01
002 2019-01-01 TERRY WEAVER 2020-04-27
002 2018-01-01 TERRY WEAVER 2019-05-28
002 2017-01-01 TERRY WEAVER 2018-06-13
002 2016-01-01 TERRY WEAVER 2017-05-23
002 2015-01-01 TERRY WEAVER 2016-10-11
002 2014-01-01 TERRY WEAVER 2015-10-13
002 2013-01-01
002 2012-01-01 TERRY WEAVER
002 2011-01-01 TERRY WEAVER
002 2010-01-01 TERRY WEAVER
002 2009-01-01 TERRY WEAVER
002 2009-01-01 TERRY WEAVER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	TERRY WEAVER	2020-08-01
002	2019-01-01	TERRY WEAVER	2020-04-27
002	2018-01-01	TERRY WEAVER	2019-05-28
002	2017-01-01	TERRY WEAVER	2018-06-13
002	2016-01-01	TERRY WEAVER	2017-05-23
002	2015-01-01	TERRY WEAVER	2016-10-11
002	2014-01-01	TERRY WEAVER	2015-10-13
002	2013-01-01
002	2012-01-01	TERRY WEAVER
002	2011-01-01	TERRY WEAVER
002	2010-01-01	TERRY WEAVER
002	2009-01-01	TERRY WEAVER
002	2009-01-01	TERRY WEAVER

Plan Statistics for SANDIA SURGICAL PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SANDIA SURGICAL PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 16
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
2012: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 5
Total of all active and inactive participants 2012-01-01 17
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
2011: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 12
2010: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 0
Total participants 2010-01-01 0
Number of participants with account balances 2010-01-01 12
2009: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2013: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	16
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
2012: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	5
Total of all active and inactive participants	2012-01-01	17
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
2011: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	12
2010: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	0
Total participants	2010-01-01	0
Number of participants with account balances	2010-01-01	12
2009: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	12

Financial Data on SANDIA SURGICAL PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$237,577
Expenses. Total of all expenses incurred	2013-12-31	$117,897
Benefits paid (including direct rollovers)	2013-12-31	$108,956
Total plan assets at end of year	2013-12-31	$788,563
Total plan assets at beginning of year	2013-12-31	$668,883
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$39,484
Other income received	2013-12-31	$170,757
Net income (gross income less expenses)	2013-12-31	$119,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$788,563
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$668,883
Total contributions received or receivable from employer(s)	2013-12-31	$27,336
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,941
2012 : SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$165,987
Expenses. Total of all expenses incurred	2012-12-31	$7,260
Total plan assets at end of year	2012-12-31	$668,883
Total plan assets at beginning of year	2012-12-31	$510,156
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$47,482
Other income received	2012-12-31	$85,420
Net income (gross income less expenses)	2012-12-31	$158,727
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$668,883
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$510,156
Total contributions received or receivable from employer(s)	2012-12-31	$33,085
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,260
2011 : SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$50,476
Expenses. Total of all expenses incurred	2011-12-31	$6,169
Total plan assets at end of year	2011-12-31	$510,156
Total plan assets at beginning of year	2011-12-31	$465,849
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$37,981
Other income received	2011-12-31	$-11,817
Net income (gross income less expenses)	2011-12-31	$44,307
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$510,156
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$465,849
Total contributions received or receivable from employer(s)	2011-12-31	$24,312
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,169
2010 : SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$115,171
Expenses. Total of all expenses incurred	2010-12-31	$4,916
Total plan assets at end of year	2010-12-31	$465,849
Total plan assets at beginning of year	2010-12-31	$355,594
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$36,682
Other income received	2010-12-31	$55,284
Net income (gross income less expenses)	2010-12-31	$110,255
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$465,849
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$355,594
Total contributions received or receivable from employer(s)	2010-12-31	$23,205
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,916

Form 5500 Responses for SANDIA SURGICAL PROFIT SHARING PLAN & TRUST

2013: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SANDIA SURGICAL PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10213

Policy instance

Insurance contract or identification number	10213
Number of Individuals Covered	12
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,469
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,469
Insurance broker organization code?	6
Insurance broker name	EDWARD D. JONES & COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10213

Policy instance

Insurance contract or identification number	10213
Number of Individuals Covered	14
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,671
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,671
Insurance broker organization code?	6
Insurance broker name	EDWARD D. JONES & COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10213

Policy instance

Insurance contract or identification number	10213
Number of Individuals Covered	12
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,195
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10213

Policy instance

Insurance contract or identification number	10213
Number of Individuals Covered	9
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,232
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

Company Name:	SANDIA SURGICAL, INC.
Employer identification number (EIN):	850356935
NAIC Classification:	423400