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UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 401k Plan overview

Plan NameUPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN
Plan identification number 002

UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

TRI-TOWN MEDICAL SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:TRI-TOWN MEDICAL SOLUTIONS
Employer identification number (EIN):043502139
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01JOHN SCHEUB MD2021-10-15 JOHN SCHEUB MD2021-10-15
0022019-01-01JOHN SCHEUB MD2020-02-27 JOHN SCHEUB MD2020-02-27
0022018-01-01JOHN SCHEUB MD2019-08-03
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN SCHEUB, MD
0022011-01-01JOHN SCHEUB, MD
0022010-01-01JOHN SCHEUB, MD
0022009-01-01JOHN SCHEUB, MD

Plan Statistics for UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN

401k plan membership statisitcs for UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN

Measure Date Value
2020: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2016: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2010: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN

Measure Date Value
2020 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$902,400
Expenses. Total of all expenses incurred2020-12-31$719,204
Benefits paid (including direct rollovers)2020-12-31$681,000
Total plan assets at end of year2020-12-31$3,926,011
Total plan assets at beginning of year2020-12-31$3,742,815
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$902,400
Net income (gross income less expenses)2020-12-31$183,196
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,926,011
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,742,815
Assets. Value of participant loans2020-12-31$33,382
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$38,204
2019 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,036,386
Expenses. Total of all expenses incurred2019-12-31$2,225,601
Benefits paid (including direct rollovers)2019-12-31$2,199,373
Total plan assets at end of year2019-12-31$3,742,815
Total plan assets at beginning of year2019-12-31$4,932,030
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$1,036,386
Net income (gross income less expenses)2019-12-31$-1,189,215
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,742,815
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,932,030
Assets. Value of participant loans2019-12-31$42,209
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26,228
2018 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$-88,589
Total plan assets at end of year2018-12-31$4,932,030
Total plan assets at beginning of year2018-12-31$5,020,619
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$44,472
Other income received2018-12-31$-159,945
Net income (gross income less expenses)2018-12-31$-88,589
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,932,030
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,020,619
Assets. Value of participant loans2018-12-31$53,518
Total contributions received or receivable from employer(s)2018-12-31$26,884
2017 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,056,129
Total plan assets at end of year2017-12-31$5,020,619
Total plan assets at beginning of year2017-12-31$3,964,490
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$66,500
Other income received2017-12-31$865,989
Net income (gross income less expenses)2017-12-31$1,056,129
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,020,619
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,964,490
Assets. Value of participant loans2017-12-31$60,303
Total contributions received or receivable from employer(s)2017-12-31$123,640
2016 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$484,444
Total plan assets at end of year2016-12-31$3,964,490
Total plan assets at beginning of year2016-12-31$3,480,046
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$69,000
Other income received2016-12-31$296,814
Net income (gross income less expenses)2016-12-31$484,444
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,964,490
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,480,046
Assets. Value of participant loans2016-12-31$36,195
Assets. Value of assets in partnership/joint-venture interests2016-12-31$3,516
Total contributions received or receivable from employer(s)2016-12-31$118,630
2015 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$337,027
Total plan assets at end of year2015-12-31$3,480,046
Total plan assets at beginning of year2015-12-31$3,143,019
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$69,000
Other income received2015-12-31$114,027
Net income (gross income less expenses)2015-12-31$337,027
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,480,046
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,143,019
Assets. Value of participant loans2015-12-31$38,272
Assets. Value of assets in partnership/joint-venture interests2015-12-31$6,567
Total contributions received or receivable from employer(s)2015-12-31$154,000
2014 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$397,287
Total plan assets at end of year2014-12-31$3,143,019
Total plan assets at beginning of year2014-12-31$2,745,732
Value of fidelity bond covering the plan2014-12-31$325,000
Total contributions received or receivable from participants2014-12-31$78,500
Other income received2014-12-31$168,507
Net income (gross income less expenses)2014-12-31$397,287
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,143,019
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,745,732
Assets. Value of participant loans2014-12-31$40,248
Assets. Value of assets in partnership/joint-venture interests2014-12-31$15,374
Total contributions received or receivable from employer(s)2014-12-31$150,280
2013 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$580,835
Total plan assets at end of year2013-12-31$2,745,732
Total plan assets at beginning of year2013-12-31$2,164,897
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$73,000
Other income received2013-12-31$358,660
Net income (gross income less expenses)2013-12-31$580,835
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,745,732
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,164,897
Assets. Value of participant loans2013-12-31$43,609
Assets. Value of assets in partnership/joint-venture interests2013-12-31$8,066
Total contributions received or receivable from employer(s)2013-12-31$149,175
2012 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$341,004
Total plan assets at end of year2012-12-31$2,164,897
Total plan assets at beginning of year2012-12-31$1,823,893
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$71,000
Other income received2012-12-31$155,584
Net income (gross income less expenses)2012-12-31$341,004
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,164,897
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,823,893
Assets. Value of participant loans2012-12-31$48,174
Assets. Value of assets in partnership/joint-venture interests2012-12-31$7,979
Total contributions received or receivable from employer(s)2012-12-31$114,420
2011 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$249,592
Total plan assets at end of year2011-12-31$1,823,893
Total plan assets at beginning of year2011-12-31$1,574,301
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$69,000
Other income received2011-12-31$35,451
Net income (gross income less expenses)2011-12-31$249,592
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,823,893
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,574,301
Assets. Value of participant loans2011-12-31$45,199
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,727
Total contributions received or receivable from employer(s)2011-12-31$145,141
2010 : UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$328,189
Total plan assets at end of year2010-12-31$1,574,301
Total plan assets at beginning of year2010-12-31$1,246,112
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$69,000
Other income received2010-12-31$144,749
Net income (gross income less expenses)2010-12-31$328,189
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,574,301
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,246,112
Assets. Value of participant loans2010-12-31$46,838
Total contributions received or receivable from employer(s)2010-12-31$114,440

Form 5500 Responses for UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN

2020: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UPPER CAPE ANESTHESIA PC 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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