Plan Name | SOUTH VALLEY EAR, NOSE & THROAT, LLC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOUTH VALLEY EAR, NOSE & THROAT, LLC |
Employer identification number (EIN): | 470897660 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | RORY PETERSEN | |||
001 | 2016-01-01 | RORY PETERSEN | 2017-10-12 | ||
001 | 2015-01-01 | RORY PETERSEN | 2016-10-13 | ||
001 | 2014-01-01 | RORY PETERSEN | 2015-10-08 | ||
001 | 2013-01-01 | GARNER MEADS | 2014-05-07 | ||
001 | 2012-01-01 | GARNER MEADS | 2013-04-16 | ||
001 | 2011-01-01 | GARNER MEADS | 2012-02-24 | ||
001 | 2010-01-01 | GARNER MEADS | 2011-03-18 |
Measure | Date | Value |
---|---|---|
2017: SOUTH VALLEY EAR, NOSE & THROAT, LLC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 28 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : SOUTH VALLEY EAR, NOSE & THROAT, LLC PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $564,011 |
Expenses. Total of all expenses incurred | 2017-12-31 | $791,509 |
Benefits paid (including direct rollovers) | 2017-12-31 | $780,255 |
Total plan assets at end of year | 2017-12-31 | $1,802,266 |
Total plan assets at beginning of year | 2017-12-31 | $2,029,764 |
Value of fidelity bond covering the plan | 2017-12-31 | $221,000 |
Total contributions received or receivable from participants | 2017-12-31 | $98,673 |
Other income received | 2017-12-31 | $325,408 |
Net income (gross income less expenses) | 2017-12-31 | $-227,498 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,802,266 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,029,764 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $139,930 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2017: SOUTH VALLEY EAR, NOSE & THROAT, LLC PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |