401k Plan data: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN plan

SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SIMPSON NEWSOM CARDIOVASCULAR, 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.
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

SIMPSON NEWSOM CARDIOVASCULAR, P. C. has sponsored the creation of one or more 401k plans.

Company Name: SIMPSON NEWSOM CARDIOVASCULAR, P. C.

Employer identification number (EIN): 204920948

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON NEWSOM CARDIOVASCULAR, 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 2023-01-01 WILLIAM SIMPSON 2024-07-17
001 2022-01-01 WILLIAM SIMPSON 2023-07-12
001 2021-01-01 WILLIAM SIMPSON 2022-09-26
001 2020-01-01
001 2019-01-01 WILLIAM F. SIMPSON, JR. M.D. 2020-06-20
001 2018-01-01 WILLIAM F. SIMPSON, JR. M.D. 2019-06-26
001 2017-01-01 WILLIAM F. SIMPSON, JR. M.D. 2018-07-15
001 2016-01-01
001 2015-01-01 WILLIAM F. SIMPSON, JR. M.D. 2016-06-08
001 2014-01-01 WILLIAM F. SIMPSON, JR. M.D. 2015-07-15
001 2013-01-01 WILLIAM F. SIMPSON, JR. M.D. 2014-10-10
001 2012-01-01 WILLIAM F. SIMPSON, JR. M.D. 2013-06-08
001 2011-01-01 WILLIAM SIMPSON
001 2010-01-01 WILLIAM SIMPSON
001 2009-01-01 WILLIAM SIMPSON 2010-09-12
001 2009-01-01 WILLIAM SIMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM SIMPSON	2024-07-17
001	2022-01-01	WILLIAM SIMPSON	2023-07-12
001	2021-01-01	WILLIAM SIMPSON	2022-09-26
001	2020-01-01
001	2019-01-01	WILLIAM F. SIMPSON, JR. M.D.	2020-06-20
001	2018-01-01	WILLIAM F. SIMPSON, JR. M.D.	2019-06-26
001	2017-01-01	WILLIAM F. SIMPSON, JR. M.D.	2018-07-15
001	2016-01-01
001	2015-01-01	WILLIAM F. SIMPSON, JR. M.D.	2016-06-08
001	2014-01-01	WILLIAM F. SIMPSON, JR. M.D.	2015-07-15
001	2013-01-01	WILLIAM F. SIMPSON, JR. M.D.	2014-10-10
001	2012-01-01	WILLIAM F. SIMPSON, JR. M.D.	2013-06-08
001	2011-01-01	WILLIAM SIMPSON
001	2010-01-01	WILLIAM SIMPSON
001	2009-01-01			WILLIAM SIMPSON	2010-09-12
001	2009-01-01	WILLIAM SIMPSON

Plan Statistics for SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$149,055
Expenses. Total of all expenses incurred	2011-12-31	$27,835
Benefits paid (including direct rollovers)	2011-12-31	$27,479
Total plan assets at end of year	2011-12-31	$1,459,893
Total plan assets at beginning of year	2011-12-31	$1,338,673
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$53,063
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-9,120
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$121,220
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,459,893
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,338,673
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$105,112
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$356
2010 : SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$297,362
Expenses. Total of all expenses incurred	2010-12-31	$5,672
Benefits paid (including direct rollovers)	2010-12-31	$5,566
Total plan assets at end of year	2010-12-31	$1,338,673
Total plan assets at beginning of year	2010-12-31	$1,046,983
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$55,230
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$137,378
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$291,690
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,338,673
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,046,983
Assets. Value of participant loans	2010-12-31	$8,984
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$516
Total contributions received or receivable from employer(s)	2010-12-31	$104,754
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$106

Form 5500 Responses for SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN

2011: SIMPSON NEWSOM CARDIOVASCULAR, 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
2010: SIMPSON NEWSOM CARDIOVASCULAR, P. C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SIMPSON NEWSOM CARDIOVASCULAR, 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

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:	SIMPSON NEWSOM CARDIOVASCULAR, P. C.
Employer identification number (EIN):	204920948
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)