PHYSICIANS OF WINTER HAVEN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAY SURGERY CENTER 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2013: DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 37 |
| Number of participants with account balances | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
| 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 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 33 |
| Number of participants with account balances | 2012-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| 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 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 31 |
| Number of participants with account balances | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 30 |
| Number of participants with account balances | 2009-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2013 : DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $97,911 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,476 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $16,458 |
| Total plan assets at end of year | 2013-12-31 | $365,707 |
| Total plan assets at beginning of year | 2013-12-31 | $288,272 |
| Total contributions received or receivable from participants | 2013-12-31 | $33,899 |
| Other income received | 2013-12-31 | $54,055 |
| Net income (gross income less expenses) | 2013-12-31 | $77,435 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $365,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $288,272 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,957 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,018 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $70,205 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,243 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $13,661 |
| Total plan assets at end of year | 2012-12-31 | $288,272 |
| Total plan assets at beginning of year | 2012-12-31 | $235,310 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,389 |
| Other income received | 2012-12-31 | $28,722 |
| Net income (gross income less expenses) | 2012-12-31 | $52,962 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $288,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $235,310 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,094 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,582 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $43,838 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,515 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,278 |
| Total plan assets at end of year | 2011-12-31 | $235,310 |
| Total plan assets at beginning of year | 2011-12-31 | $202,987 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,279 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,362 |
| Other income received | 2011-12-31 | $-4,811 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $32,323 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $235,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $202,987 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,008 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,237 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $94,660 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,681 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $32,664 |
| Total plan assets at end of year | 2010-12-31 | $202,987 |
| Total plan assets at beginning of year | 2010-12-31 | $144,008 |
| Total contributions received or receivable from participants | 2010-12-31 | $38,395 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $19,496 |
| Other income received | 2010-12-31 | $23,992 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $58,979 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $202,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $144,008 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,777 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,017 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DAY SURGERY CENTER 401(K) RETIREMENT 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 |
| 2013: DAY SURGERY CENTER 401(K) RETIREMENT 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 - Trust | Yes |
| 2012: DAY SURGERY CENTER 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 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 - Trust | Yes |
| 2011: DAY SURGERY CENTER 401(K) RETIREMENT 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 - Trust | Yes |
| 2009: DAY SURGERY CENTER 401(K) RETIREMENT 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 - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 77815 |
| Policy instance | 1 |
| Insurance contract or identification number | 77815 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,453 | | Total amount of fees paid to insurance company | USD $65 | | 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? | Yes | | 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 $1,291 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 65 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | AMERICAN PENSION SERVICES, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 77815 |
| Policy instance | 1 |
| Insurance contract or identification number | 77815 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,027 | | Total amount of fees paid to insurance company | USD $324 | | 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? | Yes | | 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 $1,027 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 324 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | AMERICAN PENSION SERVICES, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 77815 |
| Policy instance | 1 |
| Insurance contract or identification number | 77815 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $885 | | Total amount of fees paid to insurance company | USD $348 | | 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? | Yes | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 77815 |
| Policy instance | 1 |
| Insurance contract or identification number | 77815 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $668 | | Total amount of fees paid to insurance company | USD $496 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $668 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 496 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | AMERICAN PENSION SERVICES, LLC |
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