401k Plan data: PORTLAND SURGICAL 401K PLAN plan

PORTLAND SURGICAL 401K PLAN 401k Plan overview

Plan Name	PORTLAND SURGICAL 401K PLAN
Plan identification number	001

PORTLAND SURGICAL 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

PORTLAND SURGICAL SPECIALISTS 401K has sponsored the creation of one or more 401k plans.

Company Name: PORTLAND SURGICAL SPECIALISTS 401K

Employer identification number (EIN): 202056047

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTLAND SURGICAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 THOMAS R. EUBANKS 2024-07-18
001 2022-01-01 THOMAS R. EUBANKS 2023-09-07
001 2021-01-01 THOMAS R. EUBANKS 2022-07-20
001 2020-01-01 THOMAS R. EUBANKS 2021-06-16
001 2019-01-01 THOMAS R. EUBANKS 2020-07-09
001 2018-01-01 THOMAS R. EUBANKS 2019-07-15
001 2017-01-01 THOMAS R. EUBANKS 2018-06-26
001 2016-01-01 THOMAS R. EUBANKS 2017-07-03
001 2015-01-01 THOMAS R. EUBANKS 2016-06-22
001 2014-01-01 THOMAS R. EUBANKS 2015-07-27
001 2013-01-01 THOMAS R. EUBANKS
001 2012-01-01 THOMAS R. EUBANKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	THOMAS R. EUBANKS	2024-07-18
001	2022-01-01	THOMAS R. EUBANKS	2023-09-07
001	2021-01-01	THOMAS R. EUBANKS	2022-07-20
001	2020-01-01	THOMAS R. EUBANKS	2021-06-16
001	2019-01-01	THOMAS R. EUBANKS	2020-07-09
001	2018-01-01	THOMAS R. EUBANKS	2019-07-15
001	2017-01-01	THOMAS R. EUBANKS	2018-06-26
001	2016-01-01	THOMAS R. EUBANKS	2017-07-03
001	2015-01-01	THOMAS R. EUBANKS	2016-06-22
001	2014-01-01	THOMAS R. EUBANKS	2015-07-27
001	2013-01-01	THOMAS R. EUBANKS
001	2012-01-01	THOMAS R. EUBANKS

Plan Statistics for PORTLAND SURGICAL 401K PLAN

401k plan membership statisitcs for PORTLAND SURGICAL 401K PLAN

Measure Date Value
2013: PORTLAND SURGICAL 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: PORTLAND SURGICAL 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9

Measure	Date	Value
2013: PORTLAND SURGICAL 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: PORTLAND SURGICAL 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9

Financial Data on PORTLAND SURGICAL 401K PLAN

Measure	Date	Value
2013 : PORTLAND SURGICAL 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$98,834
Total plan assets at end of year	2013-12-31	$157,811
Total plan assets at beginning of year	2013-12-31	$58,977
Value of fidelity bond covering the plan	2013-12-31	$15,788
Total contributions received or receivable from participants	2013-12-31	$63,730
Other income received	2013-12-31	$10,742
Net income (gross income less expenses)	2013-12-31	$98,834
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$157,811
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$58,977
Total contributions received or receivable from employer(s)	2013-12-31	$24,362
2012 : PORTLAND SURGICAL 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$58,977
Total plan assets at end of year	2012-12-31	$58,977
Value of fidelity bond covering the plan	2012-12-31	$5,898
Total contributions received or receivable from participants	2012-12-31	$33,816
Other income received	2012-12-31	$211
Net income (gross income less expenses)	2012-12-31	$58,977
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$58,977
Total contributions received or receivable from employer(s)	2012-12-31	$24,950

Form 5500 Responses for PORTLAND SURGICAL 401K PLAN

2013: PORTLAND SURGICAL 401K PLAN 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: PORTLAND SURGICAL 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PORTLAND SURGICAL SPECIALISTS 401K
Employer identification number (EIN):	202056047
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)