401k Plan data: SHENANDOAH GENERAL SURGERY plan

SHENANDOAH GENERAL SURGERY 401k Plan overview

Plan Name	SHENANDOAH GENERAL SURGERY
Plan identification number	001

SHENANDOAH GENERAL SURGERY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
One-participant plan - A plan without employees as defined in 29 CFR 2510.3-3(b).

401k Sponsoring company profile

BUCHANAN M. DUGAN has sponsored the creation of one or more 401k plans.

Company Name: BUCHANAN M. DUGAN

Employer identification number (EIN): 541370883

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHENANDOAH GENERAL SURGERY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-01-01 DR.BUCHANAN DUGAN 2010-04-28
001 2009-01-01 DR.BUCHANAN DUGAN
001 2008-01-01 DR.BUCHANAN DUGAN 2010-04-19
001 2007-01-01 DR.BUCHANAN DUGAN 2010-04-19
001 2006-01-01 DR.BUCHANAN DUGAN 2010-04-19
001 2005-01-01 DR.BUCHANAN DUGAN 2010-04-19
001 2004-01-01 DR.BUCHANAN DUGAN 2010-04-19
001 2003-01-01 DR.BUCHANAN DUGAN 2010-04-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2009-01-01		DR.BUCHANAN DUGAN	2010-04-28
001	2009-01-01	DR.BUCHANAN DUGAN
001	2008-01-01		DR.BUCHANAN DUGAN	2010-04-19
001	2007-01-01		DR.BUCHANAN DUGAN	2010-04-19
001	2006-01-01		DR.BUCHANAN DUGAN	2010-04-19
001	2005-01-01		DR.BUCHANAN DUGAN	2010-04-19
001	2004-01-01		DR.BUCHANAN DUGAN	2010-04-19
001	2003-01-01		DR.BUCHANAN DUGAN	2010-04-19

Plan Statistics for SHENANDOAH GENERAL SURGERY

401k plan membership statisitcs for SHENANDOAH GENERAL SURGERY

Measure Date Value
2009: SHENANDOAH GENERAL SURGERY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
2008: SHENANDOAH GENERAL SURGERY 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 1
Total of all active and inactive participants 2008-01-01 1
Total participants 2008-01-01 1
Number of participants with account balances 2008-01-01 1
2007: SHENANDOAH GENERAL SURGERY 2007 401k membership
Total participants, beginning-of-year 2007-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 1
Total of all active and inactive participants 2007-01-01 1
Total participants 2007-01-01 1
Number of participants with account balances 2007-01-01 1
2006: SHENANDOAH GENERAL SURGERY 2006 401k membership
Total participants, beginning-of-year 2006-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 1
Total of all active and inactive participants 2006-01-01 1
Total participants 2006-01-01 1
Number of participants with account balances 2006-01-01 1
2005: SHENANDOAH GENERAL SURGERY 2005 401k membership
Total participants, beginning-of-year 2005-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 1
Total of all active and inactive participants 2005-01-01 1
Total participants 2005-01-01 1
Number of participants with account balances 2005-01-01 1
2004: SHENANDOAH GENERAL SURGERY 2004 401k membership
Total participants, beginning-of-year 2004-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 1
Total of all active and inactive participants 2004-01-01 1
Total participants 2004-01-01 1
Number of participants with account balances 2004-01-01 1
2003: SHENANDOAH GENERAL SURGERY 2003 401k membership
Total participants, beginning-of-year 2003-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 1
Number of retired or separated participants receiving benefits 2003-01-01 0
Number of other retired or separated participants entitled to future benefits 2003-01-01 0
Total of all active and inactive participants 2003-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-01-01 0
Total participants 2003-01-01 1
Number of participants with account balances 2003-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-01-01 0

Measure	Date	Value
2009: SHENANDOAH GENERAL SURGERY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
2008: SHENANDOAH GENERAL SURGERY 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	1
Total of all active and inactive participants	2008-01-01	1
Total participants	2008-01-01	1
Number of participants with account balances	2008-01-01	1
2007: SHENANDOAH GENERAL SURGERY 2007 401k membership
Total participants, beginning-of-year	2007-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	1
Total of all active and inactive participants	2007-01-01	1
Total participants	2007-01-01	1
Number of participants with account balances	2007-01-01	1
2006: SHENANDOAH GENERAL SURGERY 2006 401k membership
Total participants, beginning-of-year	2006-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	1
Total of all active and inactive participants	2006-01-01	1
Total participants	2006-01-01	1
Number of participants with account balances	2006-01-01	1
2005: SHENANDOAH GENERAL SURGERY 2005 401k membership
Total participants, beginning-of-year	2005-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	1
Total of all active and inactive participants	2005-01-01	1
Total participants	2005-01-01	1
Number of participants with account balances	2005-01-01	1
2004: SHENANDOAH GENERAL SURGERY 2004 401k membership
Total participants, beginning-of-year	2004-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	1
Total of all active and inactive participants	2004-01-01	1
Total participants	2004-01-01	1
Number of participants with account balances	2004-01-01	1
2003: SHENANDOAH GENERAL SURGERY 2003 401k membership
Total participants, beginning-of-year	2003-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	1
Number of retired or separated participants receiving benefits	2003-01-01	0
Number of other retired or separated participants entitled to future benefits	2003-01-01	0
Total of all active and inactive participants	2003-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-01-01	0
Total participants	2003-01-01	1
Number of participants with account balances	2003-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-01-01	0

Form 5500 Responses for SHENANDOAH GENERAL SURGERY

2009: SHENANDOAH GENERAL SURGERY 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
2008: SHENANDOAH GENERAL SURGERY 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2007: SHENANDOAH GENERAL SURGERY 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2007-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2006: SHENANDOAH GENERAL SURGERY 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2006-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2005: SHENANDOAH GENERAL SURGERY 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2005-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2004: SHENANDOAH GENERAL SURGERY 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2004-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2003: SHENANDOAH GENERAL SURGERY 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2003-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	BUCHANAN M. DUGAN
Employer identification number (EIN):	541370883
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)