UROLOGICAL SURGERY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST
401k plan membership statisitcs for UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST
| Measure | Date | Value |
|---|
| 2013: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 0 |
| Number of participants with account balances | 2013-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 7 |
| 2012: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 17 |
| Total of all active and inactive participants | 2012-07-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 17 |
| Number of participants with account balances | 2012-07-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
| 2011: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 5 |
| Total of all active and inactive participants | 2011-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 21 |
| Number of participants with account balances | 2011-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
| Total participants | 2009-07-01 | 16 |
| Number of participants with account balances | 2009-07-01 | 16 |
| Measure | Date | Value |
|---|
| 2014 : UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $37,864 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $3,079,866 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $3,079,142 |
| Total plan assets at end of year | 2014-06-30 | $0 |
| Total plan assets at beginning of year | 2014-06-30 | $3,042,002 |
| Other income received | 2014-06-30 | $37,864 |
| Net income (gross income less expenses) | 2014-06-30 | $-3,042,002 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,042,002 |
| Assets. Value of participant loans | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $724 |
| 2013 : UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $198,100 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $2,241,628 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $2,238,333 |
| Total plan assets at end of year | 2013-06-30 | $3,042,002 |
| Total plan assets at beginning of year | 2013-06-30 | $5,085,530 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Other income received | 2013-06-30 | $198,100 |
| Net income (gross income less expenses) | 2013-06-30 | $-2,043,528 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $3,042,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,085,530 |
| Assets. Value of participant loans | 2013-06-30 | $6,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,295 |
| 2012 : UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $97,610 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $142,702 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $138,064 |
| Total plan assets at end of year | 2012-06-30 | $5,085,530 |
| Total plan assets at beginning of year | 2012-06-30 | $5,130,622 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $39,606 |
| Other income received | 2012-06-30 | $41,027 |
| Net income (gross income less expenses) | 2012-06-30 | $-45,092 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,085,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,130,622 |
| Assets. Value of participant loans | 2012-06-30 | $7,261 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $16,977 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $4,638 |
| 2011 : UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $570,329 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $976,428 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $972,206 |
| Total plan assets at end of year | 2011-06-30 | $5,130,622 |
| Total plan assets at beginning of year | 2011-06-30 | $5,536,721 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $36,599 |
| Other income received | 2011-06-30 | $458,730 |
| Net income (gross income less expenses) | 2011-06-30 | $-406,099 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,130,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,536,721 |
| Assets. Value of participant loans | 2011-06-30 | $9,021 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $4,222 |
| 2013: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | This submission is the final filing | Yes |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UROLOGICAL SURGERY ASSOCIATES, PC EMPLOYEES' PST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | Yes |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 99640413 |
| Policy instance | 1 |
| Insurance contract or identification number | 99640413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 7 | | Insurance broker name | STIFEL, NICHOLAS & COMPANY INC. |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 99640413 |
| Policy instance | 1 |
| Insurance contract or identification number | 99640413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | 7 | | Insurance broker name | STIFEL, NICHOLAS & COMPANY INC. |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 99640413 |
| Policy instance | 1 |
| Insurance contract or identification number | 99640413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 99640413 |
| Policy instance | 1 |
| Insurance contract or identification number | 99640413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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