401k Plan data: STONE OAK SURGERY CENTER, LLC 401(K) PLAN plan

STONE OAK SURGERY CENTER, LLC 401(K) PLAN 401k Plan overview

Plan Name	STONE OAK SURGERY CENTER, LLC 401(K) PLAN
Plan identification number	001

STONE OAK SURGERY CENTER, LLC 401(K) PLAN 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.
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

STONE OAK SURGERY CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name: STONE OAK SURGERY CENTER, LLC

Employer identification number (EIN): 274239092

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

Additional information about STONE OAK SURGERY CENTER, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2010-11-25

Company Identification Number: 0801347757

Legal Registered Office Address: 123 N LOOP 1604 E STE 107

SAN ANTONIO
United States of America (USA)
78232

More information about STONE OAK SURGERY CENTER, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE OAK SURGERY CENTER, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LAURIE LAPENOTIERE
001 2013-01-01 LAURIE LAPENOTIERE LAURIE LAPENOTIERE 2014-10-13
001 2012-01-01 LAURIE LAPENOTIERE LAURIE LAPENOTIERE 2013-09-11

Plan Statistics for STONE OAK SURGERY CENTER, LLC 401(K) PLAN

401k plan membership statisitcs for STONE OAK SURGERY CENTER, LLC 401(K) PLAN

Measure Date Value
2016: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on STONE OAK SURGERY CENTER, LLC 401(K) PLAN

Measure	Date	Value
2016 : STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$29,884
Expenses. Total of all expenses incurred	2016-12-31	$86,970
Benefits paid (including direct rollovers)	2016-12-31	$86,845
Total plan assets at end of year	2016-12-31	$182,771
Total plan assets at beginning of year	2016-12-31	$239,857
Value of fidelity bond covering the plan	2016-12-31	$22,400
Total contributions received or receivable from participants	2016-12-31	$17,457
Contributions received from other sources (not participants or employers)	2016-12-31	$1,387
Other income received	2016-12-31	$11,040
Net income (gross income less expenses)	2016-12-31	$-57,086
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$182,771
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$239,857
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$84,753
Expenses. Total of all expenses incurred	2015-12-31	$68,327
Benefits paid (including direct rollovers)	2015-12-31	$61,933
Total plan assets at end of year	2015-12-31	$239,857
Total plan assets at beginning of year	2015-12-31	$223,431
Value of fidelity bond covering the plan	2015-12-31	$22,400
Total contributions received or receivable from participants	2015-12-31	$21,909
Contributions received from other sources (not participants or employers)	2015-12-31	$63,843
Other income received	2015-12-31	$-999
Net income (gross income less expenses)	2015-12-31	$16,426
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$239,857
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$223,431
Assets. Value of participant loans	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$6,194
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$39,425
Expenses. Total of all expenses incurred	2014-12-31	$23,272
Benefits paid (including direct rollovers)	2014-12-31	$14,446
Total plan assets at end of year	2014-12-31	$223,431
Total plan assets at beginning of year	2014-12-31	$207,278
Value of fidelity bond covering the plan	2014-12-31	$22,400
Total contributions received or receivable from participants	2014-12-31	$25,745
Contributions received from other sources (not participants or employers)	2014-12-31	$1,400
Other income received	2014-12-31	$12,280
Net income (gross income less expenses)	2014-12-31	$16,153
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$223,431
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$207,278
Assets. Value of participant loans	2014-12-31	$6,830
Value of certain deemed distributions of participant loans	2014-12-31	$8,641
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$152,058
Expenses. Total of all expenses incurred	2013-12-31	$35,135
Benefits paid (including direct rollovers)	2013-12-31	$35,000
Total plan assets at end of year	2013-12-31	$207,278
Total plan assets at beginning of year	2013-12-31	$90,355
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$29,220
Contributions received from other sources (not participants or employers)	2013-12-31	$110,295
Other income received	2013-12-31	$12,543
Net income (gross income less expenses)	2013-12-31	$116,923
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$207,278
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$90,355
Assets. Value of participant loans	2013-12-31	$15,682
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$75,538
Expenses. Total of all expenses incurred	2012-12-31	$85
Total plan assets at end of year	2012-12-31	$90,355
Total plan assets at beginning of year	2012-12-31	$14,902
Total contributions received or receivable from participants	2012-12-31	$21,900
Contributions received from other sources (not participants or employers)	2012-12-31	$48,470
Other income received	2012-12-31	$5,168
Net income (gross income less expenses)	2012-12-31	$75,453
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$90,355
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,902
Assets. Value of participant loans	2012-12-31	$8,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$85

Form 5500 Responses for STONE OAK SURGERY CENTER, LLC 401(K) PLAN

2016: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STONE OAK SURGERY CENTER, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STONE OAK SURGERY CENTER, LLC 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STONE OAK SURGERY CENTER, LLC 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STONE OAK SURGERY CENTER, LLC
Employer identification number (EIN):	274239092
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2010-11-25
Company Identification Number:	0801347757
Legal Registered Office Address:	123 N LOOP 1604 E STE 107 SAN ANTONIO United States of America (USA) 78232

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LAURIE LAPENOTIERE
001	2013-01-01	LAURIE LAPENOTIERE	LAURIE LAPENOTIERE	2014-10-13
001	2012-01-01	LAURIE LAPENOTIERE	LAURIE LAPENOTIERE	2013-09-11