401k Plan data: UNIVERSITY GENERAL SURGEONS, P.C. PROFIT SHARING PLAN plan

UNIVERSITY GENERAL SURGEONS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIVERSITY GENERAL SURGEONS, P.C. PROFIT SHARING PLAN
Plan identification number	003

UNIVERSITY GENERAL SURGEONS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

UNIVERSITY GENERAL SURGEONS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY GENERAL SURGEONS, P.C.

Employer identification number (EIN): 621578713

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY GENERAL SURGEONS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 LISA MORGAN 2022-06-29
003 2020-01-01 LISA MORGAN 2021-03-22
003 2019-01-01 LISA MORGAN 2020-09-25
003 2018-01-01 LISA MORGAN 2019-07-02
003 2017-01-01 LISA MORGAN 2018-07-18
003 2016-01-01 LISA MORGAN 2017-07-13
003 2015-01-01 BRIAN J.DALEY, MD 2016-09-06
003 2014-01-01 BRIAN J.DALEY, MD 2015-06-18
003 2013-01-01 BRIAN J.DALEY, MD 2014-06-09
003 2012-01-01 BRIAN DALEY 2013-07-02
003 2011-01-01 BRIAN DALEY 2012-04-02
003 2010-01-01 BRIAN DALEY 2011-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01	LISA MORGAN	2022-06-29
003	2020-01-01	LISA MORGAN	2021-03-22
003	2019-01-01	LISA MORGAN	2020-09-25
003	2018-01-01	LISA MORGAN	2019-07-02
003	2017-01-01	LISA MORGAN	2018-07-18
003	2016-01-01	LISA MORGAN	2017-07-13
003	2015-01-01	BRIAN J.DALEY, MD	2016-09-06
003	2014-01-01	BRIAN J.DALEY, MD	2015-06-18
003	2013-01-01	BRIAN J.DALEY, MD	2014-06-09
003	2012-01-01	BRIAN DALEY	2013-07-02
003	2011-01-01	BRIAN DALEY	2012-04-02
003	2010-01-01	BRIAN DALEY	2011-05-24

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Company Name:	UNIVERSITY GENERAL SURGEONS, P.C.
Employer identification number (EIN):	621578713
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)