401k Plan data: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST plan

GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number	002

GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

GENERAL SURGERY AND DIAGNOSTICS PC has sponsored the creation of one or more 401k plans.

Company Name: GENERAL SURGERY AND DIAGNOSTICS PC

Employer identification number (EIN): 421090345

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 PAUL WOLPERT 2015-04-02
002 2013-01-01 TROY ZWART 2014-07-21
002 2012-01-01 RUBY MARTIN 2013-08-06
002 2011-01-01 GEORGE SMITH 2012-07-11
002 2010-01-01 ANN LEE
002 2009-01-01 RUBY BOLLIN

Plan Statistics for GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 0
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	0
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2010 : GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$425,668
Expenses. Total of all expenses incurred	2010-12-31	$50,000
Benefits paid (including direct rollovers)	2010-12-31	$50,000
Total plan assets at end of year	2010-12-31	$5,629,484
Total plan assets at beginning of year	2010-12-31	$5,253,816
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$425,668
Net income (gross income less expenses)	2010-12-31	$375,668
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,629,484
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,253,816
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 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

Form 5500 Responses for GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST

2010: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GENERAL SURGERY AND DIAGNOSTICS PC
Employer identification number (EIN):	421090345
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	PAUL WOLPERT	2015-04-02
002	2013-01-01	TROY ZWART	2014-07-21
002	2012-01-01	RUBY MARTIN	2013-08-06
002	2011-01-01	GEORGE SMITH	2012-07-11
002	2010-01-01	ANN LEE
002	2009-01-01	RUBY BOLLIN