SPINESMITH HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPINESMITH HOLDINGS, LLC 401(K) PLAN
Measure | Date | Value |
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2013: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 74 |
Number of participants with account balances | 2013-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 74 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 63 |
Number of participants with account balances | 2011-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 58 |
Number of participants with account balances | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 42 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : SPINESMITH HOLDINGS, LLC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $59,427 |
Expenses. Total of all expenses incurred | 2013-12-31 | $76,228 |
Benefits paid (including direct rollovers) | 2013-12-31 | $74,962 |
Total plan assets at end of year | 2013-12-31 | $315,536 |
Total plan assets at beginning of year | 2013-12-31 | $332,337 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $46,259 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,266 |
Other income received | 2013-12-31 | $13,168 |
Net income (gross income less expenses) | 2013-12-31 | $-16,801 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $315,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $332,337 |
Assets. Value of participant loans | 2013-12-31 | $47,370 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SPINESMITH HOLDINGS, LLC 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $104,016 |
Expenses. Total of all expenses incurred | 2012-12-31 | $192,185 |
Benefits paid (including direct rollovers) | 2012-12-31 | $183,157 |
Total plan assets at end of year | 2012-12-31 | $332,337 |
Total plan assets at beginning of year | 2012-12-31 | $420,506 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $64,447 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $6,096 |
Other income received | 2012-12-31 | $33,473 |
Net income (gross income less expenses) | 2012-12-31 | $-88,169 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $332,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $420,506 |
Assets. Value of participant loans | 2012-12-31 | $50,343 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $7,167 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,861 |
2011 : SPINESMITH HOLDINGS, LLC 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $64,497 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,542 |
Total plan assets at end of year | 2011-12-31 | $420,506 |
Total plan assets at beginning of year | 2011-12-31 | $357,551 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $61,465 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $9,083 |
Other income received | 2011-12-31 | $-6,051 |
Net income (gross income less expenses) | 2011-12-31 | $62,955 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $420,506 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $357,551 |
Assets. Value of participant loans | 2011-12-31 | $50,810 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,542 |
2010 : SPINESMITH HOLDINGS, LLC 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $114,613 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,806 |
Benefits paid (including direct rollovers) | 2010-12-31 | $13,021 |
Total plan assets at end of year | 2010-12-31 | $357,551 |
Total plan assets at beginning of year | 2010-12-31 | $257,744 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $78,391 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $15,720 |
Other income received | 2010-12-31 | $20,502 |
Net income (gross income less expenses) | 2010-12-31 | $99,807 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $357,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $257,744 |
Assets. Value of participant loans | 2010-12-31 | $58,173 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,785 |
2013: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SPINESMITH HOLDINGS, LLC 401(K) PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-029162 |
Policy instance | 1 |
Insurance contract or identification number | GA-029162 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $987 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $987 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 029162 |
Policy instance | 1 |
Insurance contract or identification number | 029162 | Number of Individuals Covered | 11 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,391 | Total amount of fees paid to insurance company | USD $45 | Amount paid for insurance broker fees | 45 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,391 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 029162 |
Policy instance | 1 |
Insurance contract or identification number | 029162 | Number of Individuals Covered | 12 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,273 | Total amount of fees paid to insurance company | USD $161 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 029162 |
Policy instance | 1 |
Insurance contract or identification number | 029162 | Number of Individuals Covered | 10 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,124 | Total amount of fees paid to insurance company | USD $107 |
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