401k Plan data: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN plan

MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN
Plan identification number	001

MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILTON HALL SURGICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MILTON HALL SURGICAL ASSOCIATES

Employer identification number (EIN): 582383570

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY GALLUPS 2023-06-29
001 2021-01-01 JEFFREY GALLUPS 2022-09-28
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEFFREY GALLUPS
001 2016-01-01 JEFFREY GALLUPS
001 2015-01-01 JEFFREY M. GALLUPS, M.D. 2016-09-01 JEFFREY M. GALLUPS, M.D. 2016-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEFFREY GALLUPS	2023-06-29
001	2021-01-01	JEFFREY GALLUPS	2022-09-28
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEFFREY GALLUPS
001	2016-01-01	JEFFREY GALLUPS
001	2015-01-01	JEFFREY M. GALLUPS, M.D.	2016-09-01	JEFFREY M. GALLUPS, M.D.	2016-09-01

Plan Statistics for MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN

Measure Date Value
2020: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 75
Number of participants with account balances 2020-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 71
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 107
Number of participants with account balances 2019-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 58
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 91
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 70
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 79
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 100
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10

Measure	Date	Value
2020: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	75
Number of participants with account balances	2020-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	71
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	107
Number of participants with account balances	2019-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	58
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	91
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	70
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	79
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	100
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10

Financial Data on MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN

Measure	Date	Value
2020 : MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$556,363
Total of all expenses incurred	2020-12-31	$577,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$509,043
Expenses. Certain deemed distributions of participant loans	2020-12-31	$6,987
Value of total corrective distributions	2020-12-31	$53,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$219,485
Value of total assets at end of year	2020-12-31	$2,077,062
Value of total assets at beginning of year	2020-12-31	$2,098,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,334
Total interest from all sources	2020-12-31	$946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$8,334
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$206,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$179,281
Participant contributions at end of year	2020-12-31	$11,790
Participant contributions at beginning of year	2020-12-31	$12,209
Other income not declared elsewhere	2020-12-31	$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-21,479
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,077,062
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,098,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,053,561
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,076,787
Interest on participant loans	2020-12-31	$946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$11,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,545
Net investment gain/loss from pooled separate accounts	2020-12-31	$335,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$40,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$509,043
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2020-12-31	580662558
2019 : MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$643,634
Total income from all sources (including contributions)	2019-12-31	$643,634
Total of all expenses incurred	2019-12-31	$165,926
Total of all expenses incurred	2019-12-31	$165,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,855
Value of total corrective distributions	2019-12-31	$27,527
Value of total corrective distributions	2019-12-31	$27,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$229,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$229,960
Value of total assets at end of year	2019-12-31	$2,098,541
Value of total assets at end of year	2019-12-31	$2,098,541
Value of total assets at beginning of year	2019-12-31	$1,620,833
Value of total assets at beginning of year	2019-12-31	$1,620,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,544
Total interest from all sources	2019-12-31	$423
Total interest from all sources	2019-12-31	$423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$8,544
Administrative expenses professional fees incurred	2019-12-31	$8,544
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$206,200
Value of fidelity bond cover	2019-12-31	$206,200
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$216,290
Contributions received from participants	2019-12-31	$216,290
Participant contributions at end of year	2019-12-31	$12,209
Participant contributions at end of year	2019-12-31	$12,209
Participant contributions at beginning of year	2019-12-31	$7,595
Participant contributions at beginning of year	2019-12-31	$7,595
Other income not declared elsewhere	2019-12-31	$602
Other income not declared elsewhere	2019-12-31	$602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$477,708
Value of net income/loss	2019-12-31	$477,708
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,098,541
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,098,541
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,620,833
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,620,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,076,787
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,076,787
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,592,273
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,592,273
Interest on participant loans	2019-12-31	$423
Interest on participant loans	2019-12-31	$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$20,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$20,965
Net investment gain/loss from pooled separate accounts	2019-12-31	$412,649
Net investment gain/loss from pooled separate accounts	2019-12-31	$412,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$13,670
Contributions received in cash from employer	2019-12-31	$13,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,855
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ROSS LANE AND COMPANY LLC
Accountancy firm name	2019-12-31	ROSS LANE AND COMPANY LLC
Accountancy firm EIN	2019-12-31	581686745
Accountancy firm EIN	2019-12-31	581686745
2018 : MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$125,839
Total of all expenses incurred	2018-12-31	$349,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$320,371
Value of total corrective distributions	2018-12-31	$21,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$257,546
Value of total assets at end of year	2018-12-31	$1,620,833
Value of total assets at beginning of year	2018-12-31	$1,844,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,806
Total interest from all sources	2018-12-31	$553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$7,806
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$195,577
Participant contributions at end of year	2018-12-31	$7,595
Participant contributions at beginning of year	2018-12-31	$13,256
Other income not declared elsewhere	2018-12-31	$1,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-223,479
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,620,833
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,844,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,592,273
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,787,590
Interest on participant loans	2018-12-31	$553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$20,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$43,466
Net investment gain/loss from pooled separate accounts	2018-12-31	$-134,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$61,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$320,371
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ROSS LANE AND COMPANY LLC
Accountancy firm EIN	2018-12-31	581686745
2017 : MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$511,605
Total of all expenses incurred	2017-12-31	$261,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$239,996
Expenses. Certain deemed distributions of participant loans	2017-12-31	$6,280
Value of total corrective distributions	2017-12-31	$6,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$204,175
Value of total assets at end of year	2017-12-31	$1,844,312
Value of total assets at beginning of year	2017-12-31	$1,593,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,113
Total interest from all sources	2017-12-31	$622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$8,113
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$154,765
Participant contributions at end of year	2017-12-31	$13,256
Participant contributions at beginning of year	2017-12-31	$16,550
Other income not declared elsewhere	2017-12-31	$1,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$250,337
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,844,312
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,593,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,787,590
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,540,966
Interest on participant loans	2017-12-31	$622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$43,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$36,459
Net investment gain/loss from pooled separate accounts	2017-12-31	$305,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$49,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$239,996
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ROSS LANE AND COMPANY LLC
Accountancy firm EIN	2017-12-31	581686745
2016 : MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$393,027
Total of all expenses incurred	2016-12-31	$560,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$529,707
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,309
Value of total corrective distributions	2016-12-31	$14,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$287,033
Value of total assets at end of year	2016-12-31	$1,593,975
Value of total assets at beginning of year	2016-12-31	$1,761,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,317
Total interest from all sources	2016-12-31	$1,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$9,317
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$192,468
Participant contributions at end of year	2016-12-31	$16,550
Participant contributions at beginning of year	2016-12-31	$22,183
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,265
Other income not declared elsewhere	2016-12-31	$2,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-167,787
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,593,975
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,761,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,540,966
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,631,095
Interest on participant loans	2016-12-31	$1,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$36,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$108,484
Net investment gain/loss from pooled separate accounts	2016-12-31	$102,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$82,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$529,707
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ROSS LANE AND COMPANY LLC
Accountancy firm EIN	2016-12-31	581686745

Form 5500 Responses for MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN

2020: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 85591-1

Policy instance

Insurance contract or identification number	RM 85591-1
Number of Individuals Covered	58
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $13,821
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,515
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 85591-1

Policy instance

Insurance contract or identification number	RM 85591-1
Number of Individuals Covered	66
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,218
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,535
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 85591-1

Policy instance

Insurance contract or identification number	RM 85591-1
Number of Individuals Covered	61
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,687
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,844
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 85591-1

Policy instance

Insurance contract or identification number	RM 85591-1
Number of Individuals Covered	64
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,874
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,776
Insurance broker organization code?	3
Insurance broker name	ROBERT TIMOTHY SINKS

Potentially related plans

MILTON HALL SURGICAL ASSOCIATES 401(K) PLAN [EIN = 582337175]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MILTON HALL SURGICAL ASSOCIATES
Employer identification number (EIN):	582383570
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)