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FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 401k Plan overview

Plan NameFITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST
Plan identification number 001

FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FITZSIMMONS SURGICAL SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FITZSIMMONS SURGICAL SUPPLY, INC.
Employer identification number (EIN):362677861
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01THOMAS FITZSIMMONS
0012016-01-01THOMAS FITZSIMMONS
0012015-01-01THOMAS FITZSIMMONS
0012014-01-01THOMAS FITZSIMMONS
0012013-01-01THOMAS FITZSIMMONS THOMAS FITZSIMMONS2014-09-18
0012012-07-01THOMAS FITZSIMMONS THOMAS FITZSIMMONS2013-10-09
0012011-07-01THOMAS FITZSIMMONS THOMAS FITZSIMMONS2013-03-11
0012010-07-01THOMAS FITZSIMMONS
0012009-07-01THOMAS FITZSIMMONS THOMAS FITZSIMMONS2011-03-14

Plan Statistics for FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST

401k plan membership statisitcs for FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST

Measure Date Value
2017: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01154
Total number of active participants reported on line 7a of the Form 55002012-07-01126
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01149
Number of participants with account balances2012-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01154
Total number of active participants reported on line 7a of the Form 55002011-07-01121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0120
Total of all active and inactive participants2011-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01141
Number of participants with account balances2011-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01155
Total number of active participants reported on line 7a of the Form 55002010-07-01122
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0124
Total of all active and inactive participants2010-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01146
Number of participants with account balances2010-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01172
Total number of active participants reported on line 7a of the Form 55002009-07-01132
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0118
Total of all active and inactive participants2009-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01150
Number of participants with account balances2009-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST

Measure Date Value
2017 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total transfer of assets from this plan2017-04-30$5,319,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$335,405
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$90,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$85,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$0
Value of total assets at end of year2017-04-30$0
Value of total assets at beginning of year2017-04-30$5,074,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$5,233
Total interest from all sources2017-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$17,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-04-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$17,529
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$1,332
Administrative expenses (other) incurred2017-04-30$5,233
Total non interest bearing cash at end of year2017-04-30$0
Total non interest bearing cash at beginning of year2017-04-30$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$245,012
Value of net assets at end of year (total assets less liabilities)2017-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$5,074,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$4,683,123
Value of interest in common/collective trusts at end of year2017-04-30$0
Value of interest in common/collective trusts at beginning of year2017-04-30$390,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$316,916
Net investment gain or loss from common/collective trusts2017-04-30$960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$85,160
Did the plan have assets held for investment2017-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2017-04-30320043599
2016 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$522,917
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$303,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$294,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$297,531
Value of total assets at end of year2016-12-31$5,074,676
Value of total assets at beginning of year2016-12-31$4,854,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,236
Total interest from all sources2016-12-31$171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$174,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$174,314
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$283,131
Participant contributions at end of year2016-12-31$1,332
Participant contributions at beginning of year2016-12-31$2,604
Administrative expenses (other) incurred2016-12-31$8,236
Total non interest bearing cash at end of year2016-12-31$25
Total non interest bearing cash at beginning of year2016-12-31$4,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$219,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,074,676
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,854,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,683,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,462,423
Interest on participant loans2016-12-31$171
Value of interest in common/collective trusts at end of year2016-12-31$390,196
Value of interest in common/collective trusts at beginning of year2016-12-31$384,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$47,633
Net investment gain or loss from common/collective trusts2016-12-31$3,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$294,861
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2016-12-31320043599
2015 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,301
Total income from all sources (including contributions)2015-12-31$243,721
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$318,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$305,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$272,050
Value of total assets at end of year2015-12-31$4,854,856
Value of total assets at beginning of year2015-12-31$4,943,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,764
Total interest from all sources2015-12-31$282
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$165,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$165,226
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$256,299
Participant contributions at end of year2015-12-31$2,604
Participant contributions at beginning of year2015-12-31$3,794
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$874
Administrative expenses (other) incurred2015-12-31$12,764
Total non interest bearing cash at end of year2015-12-31$4,878
Total non interest bearing cash at beginning of year2015-12-31$17,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-75,027
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,854,856
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,929,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,462,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,553,520
Interest on participant loans2015-12-31$282
Value of interest in common/collective trusts at end of year2015-12-31$384,951
Value of interest in common/collective trusts at beginning of year2015-12-31$367,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-196,225
Net investment gain or loss from common/collective trusts2015-12-31$2,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$305,984
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$13,301
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2015-12-31320043599
2014 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$525,740
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$102,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$94,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$247,148
Value of total assets at end of year2014-12-31$4,943,184
Value of total assets at beginning of year2014-12-31$4,506,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,394
Total interest from all sources2014-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$269,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$269,541
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$227,148
Participant contributions at end of year2014-12-31$3,794
Participant contributions at beginning of year2014-12-31$4,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$675
Administrative expenses (other) incurred2014-12-31$7,394
Total non interest bearing cash at end of year2014-12-31$17,321
Total non interest bearing cash at beginning of year2014-12-31$4,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$423,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,929,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,506,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,553,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,118,653
Interest on participant loans2014-12-31$373
Value of interest in common/collective trusts at end of year2014-12-31$367,675
Value of interest in common/collective trusts at beginning of year2014-12-31$377,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,478
Net investment gain or loss from common/collective trusts2014-12-31$2,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$94,647
Liabilities. Value of benefit claims payable at end of year2014-12-31$13,301
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2014-12-31320043599
2013 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,202,700
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$732,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$725,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$302,743
Value of total assets at end of year2013-12-31$4,506,184
Value of total assets at beginning of year2013-12-31$4,036,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,051
Total interest from all sources2013-12-31$485
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$115,839
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$254,743
Participant contributions at end of year2013-12-31$4,863
Participant contributions at beginning of year2013-12-31$6,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$675
Administrative expenses (other) incurred2013-12-31$7,051
Total non interest bearing cash at end of year2013-12-31$4,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$470,057
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,506,184
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,036,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,118,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,661,937
Interest on participant loans2013-12-31$485
Value of interest in common/collective trusts at end of year2013-12-31$377,235
Value of interest in common/collective trusts at beginning of year2013-12-31$367,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$780,301
Net investment gain or loss from common/collective trusts2013-12-31$3,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$725,592
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2013-12-31320043599
2012 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$390,737
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$168,108
Value of total assets at end of year2012-12-31$4,036,127
Value of total assets at beginning of year2012-12-31$3,685,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,359
Total interest from all sources2012-12-31$350
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$58,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$58,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$144,108
Participant contributions at end of year2012-12-31$6,582
Participant contributions at beginning of year2012-12-31$7,638
Administrative expenses (other) incurred2012-12-31$5,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$350,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,036,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,685,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,661,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,283,171
Interest on participant loans2012-12-31$310
Value of interest in common/collective trusts at end of year2012-12-31$367,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$394,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$394,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$161,660
Net investment gain or loss from common/collective trusts2012-12-31$1,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$24,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2012-12-31320043599
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$256,224
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$426,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$402,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$266,557
Value of total assets at end of year2012-06-30$3,685,547
Value of total assets at beginning of year2012-06-30$3,855,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$23,388
Total interest from all sources2012-06-30$705
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$90,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$90,853
Administrative expenses professional fees incurred2012-06-30$16,069
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$222,686
Participant contributions at end of year2012-06-30$7,638
Participant contributions at beginning of year2012-06-30$9,681
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$7,188
Administrative expenses (other) incurred2012-06-30$-127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-169,780
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,685,547
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,855,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$7,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,283,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,413,289
Interest on participant loans2012-06-30$705
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$432,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$394,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-101,592
Net investment gain or loss from common/collective trusts2012-06-30$-299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$36,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$402,616
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2012-06-30320043599
2011 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,133,980
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$513,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$493,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$285,023
Value of total assets at end of year2011-06-30$3,855,327
Value of total assets at beginning of year2011-06-30$3,234,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$19,021
Total interest from all sources2011-06-30$1,258
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$58,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$58,716
Administrative expenses professional fees incurred2011-06-30$12,871
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$228,620
Participant contributions at end of year2011-06-30$9,681
Participant contributions at beginning of year2011-06-30$30,905
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$14,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$620,966
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,855,327
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,234,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,413,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,759,244
Interest on participant loans2011-06-30$1,258
Value of interest in common/collective trusts at end of year2011-06-30$432,357
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$444,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$766,698
Net investment gain or loss from common/collective trusts2011-06-30$4,032
Net gain/loss from 103.12 investment entities2011-06-30$18,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$41,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$493,993
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-06-30320043599
2010 : FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST

2017: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FITZSIMMONS SURGICAL SUPPLY, INC. PROFIT SHARING TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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