401k Plan data: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN plan

CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CONSULTANTS IN SURGERY, PC has sponsored the creation of one or more 401k plans.

Company Name: CONSULTANTS IN SURGERY, PC

Employer identification number (EIN): 830275733

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSULTANTS IN SURGERY, 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 2015-01-01
001 2014-01-01
001 2013-01-01 TAKE PULLOS
001 2012-01-01 TAKE PULLOS
001 2011-01-01 TAKE PULLOS
001 2009-01-01 WHITNEY PARNELL 2010-03-22
001 2009-01-01 TAKE PULLOS
001 2009-01-01 WHITNEY PARNELL
001 2008-01-01 TAKE PULLOS

Plan Statistics for CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 1
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 13
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2008: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 8
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 5
Total of all active and inactive participants 2008-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 13
Number of participants with account balances 2008-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2015: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	1
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	13
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2008: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	5
Total of all active and inactive participants	2008-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	13
Number of participants with account balances	2008-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$134,325
Expenses. Total of all expenses incurred	2015-12-31	$116,623
Benefits paid (including direct rollovers)	2015-12-31	$59,944
Total plan assets at end of year	2015-12-31	$1,620,138
Total plan assets at beginning of year	2015-12-31	$1,602,436
Value of fidelity bond covering the plan	2015-12-31	$515,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$45,947
Other income received	2015-12-31	$134,325
Net income (gross income less expenses)	2015-12-31	$17,702
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,620,138
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,602,436
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$193,871
Assets. Value of real-estate (other than employer real property)	2015-12-31	$247,500
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,732
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$93,609
Expenses. Total of all expenses incurred	2014-12-31	$144,069
Benefits paid (including direct rollovers)	2014-12-31	$62,416
Total plan assets at end of year	2014-12-31	$1,602,436
Total plan assets at beginning of year	2014-12-31	$1,652,896
Value of fidelity bond covering the plan	2014-12-31	$345,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$71,211
Other income received	2014-12-31	$93,609
Net income (gross income less expenses)	2014-12-31	$-50,460
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,602,436
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,652,896
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$170,868
Assets. Value of real-estate (other than employer real property)	2014-12-31	$220,988
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$167,368
Expenses. Total of all expenses incurred	2013-12-31	$39,244
Total plan assets at end of year	2013-12-31	$1,652,896
Total plan assets at beginning of year	2013-12-31	$1,524,772
Value of fidelity bond covering the plan	2013-12-31	$316,000
Other income received	2013-12-31	$167,368
Net income (gross income less expenses)	2013-12-31	$128,124
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,652,896
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,524,772
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$196,841
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$283,663
Expenses. Total of all expenses incurred	2012-12-31	$1,386,671
Benefits paid (including direct rollovers)	2012-12-31	$1,362,138
Total plan assets at end of year	2012-12-31	$1,524,772
Total plan assets at beginning of year	2012-12-31	$2,627,780
Value of fidelity bond covering the plan	2012-12-31	$290,000
Other income received	2012-12-31	$283,663
Net income (gross income less expenses)	2012-12-31	$-1,103,008
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,524,772
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,627,780
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$181,549
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$24,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,502
Expenses. Total of all expenses incurred	2011-12-31	$299,247
Benefits paid (including direct rollovers)	2011-12-31	$299,247
Total plan assets at end of year	2011-12-31	$2,627,780
Total plan assets at beginning of year	2011-12-31	$2,842,525
Value of fidelity bond covering the plan	2011-12-31	$290,000
Total contributions received or receivable from participants	2011-12-31	$36,153
Other income received	2011-12-31	$-19,957
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-214,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,627,780
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,842,525
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$151,477
Total contributions received or receivable from employer(s)	2011-12-31	$68,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$458,915
Expenses. Total of all expenses incurred	2010-12-31	$106,494
Benefits paid (including direct rollovers)	2010-12-31	$80,479
Total plan assets at end of year	2010-12-31	$2,842,525
Total plan assets at beginning of year	2010-12-31	$2,490,104
Value of fidelity bond covering the plan	2010-12-31	$255,000
Total contributions received or receivable from participants	2010-12-31	$63,481
Other income received	2010-12-31	$287,854
Net income (gross income less expenses)	2010-12-31	$352,421
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,842,525
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,490,104
Assets. Value of participant loans	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$178,727
Total contributions received or receivable from employer(s)	2010-12-31	$107,580
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$26,015
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN

2015: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING 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
2013: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: CONSULTANTS IN SURGERY, P.C. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CONSULTANTS IN SURGERY, PC
Employer identification number (EIN):	830275733
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)