401k Plan data: SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN plan

SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 401k Plan overview

Plan Name	SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN
Plan identification number	002

SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SOUTH TEXAS SPINAL CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH TEXAS SPINAL CLINIC, P.A.

Employer identification number (EIN): 742503534

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

Additional information about SOUTH TEXAS SPINAL CLINIC, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1988-06-23

Company Identification Number: 0081153903

Legal Registered Office Address: 8207 CALLAGHAN RD STE 240

SAN ANTONIO
United States of America (USA)
78230

More information about SOUTH TEXAS SPINAL CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBERLY GUEBARD 2024-06-05
002 2022-01-01 KIMBERLY GUEBARD 2023-06-12
002 2021-01-01 KIMBERLY GUEBARD 2022-05-27
002 2020-01-01 KIMBERLY GUEBARD 2021-06-30
002 2019-01-01 KIMBERLY GUEBARD 2020-06-29
002 2018-01-01 KIMBERLY GUEBARD 2019-07-24
002 2017-01-01 KIMBERLY GUEBARD 2018-07-09
002 2016-01-01 GILBERT MEADOWS 2017-05-24
002 2015-01-01 GILBERT MEADOWS 2016-07-30
002 2014-01-01 GILBERT MEADOWS
002 2013-01-01 GILBERT MEADOWS 2014-05-27
002 2012-01-01 GILBERT MEADOWS 2013-06-14
002 2011-01-01 GILBERT MEADOWS 2012-08-22
002 2010-01-01 DIANA GUTIERREZ 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KIMBERLY GUEBARD	2024-06-05
002	2022-01-01	KIMBERLY GUEBARD	2023-06-12
002	2021-01-01	KIMBERLY GUEBARD	2022-05-27
002	2020-01-01	KIMBERLY GUEBARD	2021-06-30
002	2019-01-01	KIMBERLY GUEBARD	2020-06-29
002	2018-01-01	KIMBERLY GUEBARD	2019-07-24
002	2017-01-01	KIMBERLY GUEBARD	2018-07-09
002	2016-01-01	GILBERT MEADOWS	2017-05-24
002	2015-01-01	GILBERT MEADOWS	2016-07-30
002	2014-01-01	GILBERT MEADOWS
002	2013-01-01	GILBERT MEADOWS	2014-05-27
002	2012-01-01	GILBERT MEADOWS	2013-06-14
002	2011-01-01	GILBERT MEADOWS	2012-08-22
002	2010-01-01	DIANA GUTIERREZ	2011-09-06

Plan Statistics for SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN

401k plan membership statisitcs for SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN

Measure Date Value
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 82
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 13
Total of all active and inactive participants 2014-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 95
Number of participants with account balances 2014-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10

Measure	Date	Value
2014: SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	82
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	13
Total of all active and inactive participants	2014-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	95
Number of participants with account balances	2014-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10

Financial Data on SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN

Measure	Date	Value
2014 : SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,464,490
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$213,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$207,447
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$974,946
Value of total assets at end of year	2014-12-31	$8,101,872
Value of total assets at beginning of year	2014-12-31	$6,851,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,667
Total interest from all sources	2014-12-31	$3,974
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$838,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$838,770
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$218,970
Participant contributions at end of year	2014-12-31	$118,711
Participant contributions at beginning of year	2014-12-31	$102,437
Other income not declared elsewhere	2014-12-31	$52
Administrative expenses (other) incurred	2014-12-31	$2,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,250,538
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,101,872
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,851,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,983,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,748,897
Interest on participant loans	2014-12-31	$3,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-353,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$755,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$207,447
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2014-12-31	464558541

Form 5500 Responses for SOUTH TEXAS SPINAL CLINIC, P.A. 401(K) PLAN

2014: SOUTH TEXAS SPINAL CLINIC, P.A. 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

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Company Name:	SOUTH TEXAS SPINAL CLINIC, P.A.
Employer identification number (EIN):	742503534
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1988-06-23
Company Identification Number:	0081153903
Legal Registered Office Address:	8207 CALLAGHAN RD STE 240 SAN ANTONIO United States of America (USA) 78230