401k Plan data: AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P C. 401(K) PROFIT SHARING PLAN plan

AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P C. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P.C.

Employer identification number (EIN): 631194729

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BEEKMAN LEE YOUNGBLOOD 2024-07-16
001 2022-01-01 WILLIAM P. WARE, III 2023-05-31
001 2021-01-01 WILLIAM P. WARE, III 2022-07-18
001 2020-01-01 WILLIAM WARE 2021-07-14
001 2020-01-01 TREY WARE 2021-09-01
001 2019-01-01 DR. JACK W. ANDERSON 2020-09-10
001 2018-01-01
001 2017-01-01 DR. JACK W. ANDERSON 2018-10-15
001 2016-01-01 JACK ANDERSON 2017-10-06 JACK ANDERSON 2017-10-06
001 2015-01-01 JACK ANDERSON 2016-10-11 JACK ANDERSON 2016-10-11
001 2014-01-01 JACK ANDERSON 2015-10-15 JACK ANDERSON 2015-10-15
001 2013-01-01 JACK ANDERSON 2014-06-05 JACK ANDERSON 2014-06-05
001 2012-01-01 JACK ANDERSON 2013-06-27 JACK ANDERSON 2013-06-27
001 2011-01-01 JACK W. ANDERSON 2012-06-04
001 2010-01-01 JACK W. ANDERSON 2011-03-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BEEKMAN LEE YOUNGBLOOD	2024-07-16
001	2022-01-01	WILLIAM P. WARE, III	2023-05-31
001	2021-01-01	WILLIAM P. WARE, III	2022-07-18
001	2020-01-01	WILLIAM WARE	2021-07-14
001	2020-01-01	TREY WARE	2021-09-01
001	2019-01-01	DR. JACK W. ANDERSON	2020-09-10
001	2018-01-01
001	2017-01-01	DR. JACK W. ANDERSON	2018-10-15
001	2016-01-01	JACK ANDERSON	2017-10-06	JACK ANDERSON	2017-10-06
001	2015-01-01	JACK ANDERSON	2016-10-11	JACK ANDERSON	2016-10-11
001	2014-01-01	JACK ANDERSON	2015-10-15	JACK ANDERSON	2015-10-15
001	2013-01-01	JACK ANDERSON	2014-06-05	JACK ANDERSON	2014-06-05
001	2012-01-01	JACK ANDERSON	2013-06-27	JACK ANDERSON	2013-06-27
001	2011-01-01	JACK W. ANDERSON	2012-06-04
001	2010-01-01	JACK W. ANDERSON	2011-03-02

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Company Name:	AMBULATORY ANESTHESIA ASSOCIATES OF MONTGOMERY, P.C.
Employer identification number (EIN):	631194729
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)