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| Plan Name | SOUTHWEST MEDICAL SPECIALISTS, P.C. AMENDED & RESTATED EMPLOYEE PENSION PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SOUTHWEST MEDICAL SPECIALISTS, P.C. |
| Employer identification number (EIN): | 860308244 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-11-01 | MICHAEL SCHWIMMER | 2021-10-20 | ||
| 001 | 2018-11-01 | MICHAEL SCHWIMMER | 2020-08-17 | ||
| 001 | 2017-11-01 | MICHAEL SCHWIMMER | 2019-08-15 | ||
| 001 | 2016-11-01 | MICHAEL SCHWIMMER | 2018-05-14 | ||
| 001 | 2015-11-01 | MICHAEL SCHWIMMER | 2017-08-14 | ||
| 001 | 2014-11-01 | MICHAEL SCHWIMMER | 2016-08-14 | ||
| 001 | 2013-11-01 | MICHAEL SCHWIMMER | 2015-06-23 | ||
| 001 | 2012-11-01 | MICHAEL SCHWIMMER | 2014-05-27 | ||
| 001 | 2011-11-01 | MICHAEL SCHWIMMER | 2013-08-15 | ||
| 001 | 2010-11-01 | MICHAEL SCHWIMMER | 2012-06-01 | ||
| 001 | 2009-11-01 | MICHAEL SCHWIMMER | |||
| 001 | 2008-11-01 |
| Measure | Date | Value |
|---|---|---|
| 2009: SOUTHWEST MEDICAL SPECIALISTS, P.C. AMENDED & RESTATED EMPLOYEE PENSION PLAN AND TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 9 |
| Total of all active and inactive participants | 2009-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 12 |
| Number of participants with account balances | 2009-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : SOUTHWEST MEDICAL SPECIALISTS, P.C. AMENDED & RESTATED EMPLOYEE PENSION PLAN AND TRUST 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
| 2009: SOUTHWEST MEDICAL SPECIALISTS, P.C. AMENDED & RESTATED EMPLOYEE PENSION PLAN AND TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: SOUTHWEST MEDICAL SPECIALISTS, P.C. AMENDED & RESTATED EMPLOYEE PENSION PLAN AND TRUST 2008 form 5500 responses | ||
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
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