401k Plan data: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN plan

MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 401k Plan overview

Plan Name	MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN
Plan identification number	001

MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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

MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A.

Employer identification number (EIN): 222339376

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ROSE MAGNESS
001 2014-01-01 ROSE MAGNESS
001 2013-01-01 ROSE MAGNESS
001 2012-01-01 ROSE MAGNESS
001 2011-01-01 ROSE MAGNESS
001 2010-01-01 ROSE MAGNESS
001 2009-01-01 ROSE MAGNESS

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	ROSE MAGNESS
001	2014-01-01	ROSE MAGNESS
001	2013-01-01	ROSE MAGNESS
001	2012-01-01	ROSE MAGNESS
001	2011-01-01	ROSE MAGNESS
001	2010-01-01	ROSE MAGNESS
001	2009-01-01	ROSE MAGNESS

Plan Statistics for MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN

401k plan membership statisitcs for MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN

Measure Date Value
2015: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
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 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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 16
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 2
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
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 1
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Total of all active and inactive participants 2009-01-01 17
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
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	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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	16
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	2
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
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	1
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Total of all active and inactive participants	2009-01-01	17
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN

Measure	Date	Value
2015 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2015 401k financial data
Total income from all sources	2015-02-28	$0
Expenses. Total of all expenses incurred	2015-02-28	$481,880
Benefits paid (including direct rollovers)	2015-02-28	$481,880
Total plan assets at end of year	2015-02-28	$0
Total plan assets at beginning of year	2015-02-28	$481,880
Value of fidelity bond covering the plan	2015-02-28	$600,000
Net income (gross income less expenses)	2015-02-28	$-481,880
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$481,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
2014 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,873
Expenses. Total of all expenses incurred	2014-12-31	$23,518
Benefits paid (including direct rollovers)	2014-12-31	$23,000
Total plan assets at end of year	2014-12-31	$481,880
Total plan assets at beginning of year	2014-12-31	$502,525
Value of fidelity bond covering the plan	2014-12-31	$600,000
Other income received	2014-12-31	$2,873
Net income (gross income less expenses)	2014-12-31	$-20,645
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$481,880
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$502,525
Assets. Value of real-estate (other than employer real property)	2014-12-31	$480,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$22,525
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$502,525
Total plan assets at beginning of year	2013-12-31	$480,000
Value of fidelity bond covering the plan	2013-12-31	$600,000
Other income received	2013-12-31	$22,525
Net income (gross income less expenses)	2013-12-31	$22,525
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$502,525
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$480,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$480,000
2012 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$82,750
Expenses. Total of all expenses incurred	2012-12-31	$1,744,500
Benefits paid (including direct rollovers)	2012-12-31	$1,744,500
Total plan assets at end of year	2012-12-31	$480,000
Total plan assets at beginning of year	2012-12-31	$2,141,750
Value of fidelity bond covering the plan	2012-12-31	$600,000
Other income received	2012-12-31	$82,750
Net income (gross income less expenses)	2012-12-31	$-1,661,750
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$480,000
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,141,750
Assets. Value of real-estate (other than employer real property)	2012-12-31	$480,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$244,900
Expenses. Total of all expenses incurred	2011-12-31	$6,287
Benefits paid (including direct rollovers)	2011-12-31	$3,443
Total plan assets at end of year	2011-12-31	$2,141,750
Total plan assets at beginning of year	2011-12-31	$1,903,137
Value of fidelity bond covering the plan	2011-12-31	$600,000
Total contributions received or receivable from participants	2011-12-31	$81,415
Other income received	2011-12-31	$78,615
Net income (gross income less expenses)	2011-12-31	$238,613
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,141,750
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,903,137
Assets. Value of participant loans	2011-12-31	$50,186
Assets. Value of real-estate (other than employer real property)	2011-12-31	$480,000
Total contributions received or receivable from employer(s)	2011-12-31	$84,870
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,844
2010 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$186,410
Expenses. Total of all expenses incurred	2010-12-31	$1,675
Total plan assets at end of year	2010-12-31	$1,903,137
Total plan assets at beginning of year	2010-12-31	$1,718,402
Value of fidelity bond covering the plan	2010-12-31	$600,000
Total contributions received or receivable from participants	2010-12-31	$77,550
Other income received	2010-12-31	$38,860
Net income (gross income less expenses)	2010-12-31	$184,735
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,903,137
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,718,402
Assets. Value of participant loans	2010-12-31	$6,388
Assets. Value of real-estate (other than employer real property)	2010-12-31	$425,000
Total contributions received or receivable from employer(s)	2010-12-31	$70,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,675
2009 : MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN

2015: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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: MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A. 401K 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

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Company Name:	MAGNESS-STAFFORD OB-GYN ASSOCIATES, P.A.
Employer identification number (EIN):	222339376
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)