401k Plan data: SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN plan

SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN
Plan identification number	001

SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SOUTHWEST MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST MEDICAL ASSOCIATES

Employer identification number (EIN): 751689157

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 ELLEN SCOTT 2024-08-08 ELLEN SCOTT 2024-08-08
001 2021-10-01 GRANT DOUGLASS 2022-11-18
001 2020-10-01 GRANT DOUGLASS 2022-01-27
001 2019-10-01 GRANT DOUGLASS 2020-11-10
001 2018-10-01 GRANT DOUGLASS 2020-01-30
001 2017-10-01 GRANT DOUGLASS 2018-11-08
001 2016-10-01 GRANT DOUGLASS 2018-04-17
001 2015-10-01 GRANT DOUGLASS 2017-05-18
001 2014-10-01 GRANT DOUGLASS 2015-12-10
001 2013-10-01 GRANT DOUGLASS 2015-06-23
001 2012-10-01 GRANT DOUGLASS 2014-03-04
001 2011-10-01 GRANT DOUGLASS 2013-05-08
001 2010-10-01 GRANT DOUGLASS 2011-12-29 GRANT DOUGLASS 2011-12-29
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	ELLEN SCOTT	2024-08-08	ELLEN SCOTT	2024-08-08
001	2021-10-01	GRANT DOUGLASS	2022-11-18
001	2020-10-01	GRANT DOUGLASS	2022-01-27
001	2019-10-01	GRANT DOUGLASS	2020-11-10
001	2018-10-01	GRANT DOUGLASS	2020-01-30
001	2017-10-01	GRANT DOUGLASS	2018-11-08
001	2016-10-01	GRANT DOUGLASS	2018-04-17
001	2015-10-01	GRANT DOUGLASS	2017-05-18
001	2014-10-01	GRANT DOUGLASS	2015-12-10
001	2013-10-01	GRANT DOUGLASS	2015-06-23
001	2012-10-01	GRANT DOUGLASS	2014-03-04
001	2011-10-01	GRANT DOUGLASS	2013-05-08
001	2010-10-01	GRANT DOUGLASS	2011-12-29	GRANT DOUGLASS	2011-12-29
001	2008-10-01

Form 5500 Responses for SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN

2008: SOUTHWEST MEDICAL ASSOCIATES RETIREMENT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	SOUTHWEST MEDICAL ASSOCIATES
Employer identification number (EIN):	751689157
NAIC Classification:	561300