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SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

SUMMIT CHILDRENS CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT CHILDRENS CLINIC, P.A.
Employer identification number (EIN):742945663
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SUMMIT CHILDRENS CLINIC, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-02-09
Company Identification Number: 0082098403
Legal Registered Office Address: 401 W SUMMIT AVE

SAN ANTONIO
United States of America (USA)
78212

More information about SUMMIT CHILDRENS CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SERGIO RAMON2023-08-13
0022021-01-01SERGIO RAMON2022-08-19
0022020-01-01SERGIO RAMON2021-08-24
0022019-01-01SERGIO RAMON2020-07-23
0022018-01-01SERGIO RAMON2019-08-21
0022017-01-01SERGIO RAMON2018-05-04
0022016-01-01SERGIO RAMON2017-04-28
0022015-01-01SERGIO RAMON2016-05-16
0022014-01-01SERGIO RAMON2015-08-24
0022013-01-01SERGIO RAMON
0022012-01-01SERGIO RAMON
0022011-01-01SERGIO RAMON
0022010-01-01ROBERT JOHNSON M.D.
0022009-01-01ROBERT JOHNSON M.D.

Plan Statistics for SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$147,679
Expenses. Total of all expenses incurred2013-12-31$4,472
Benefits paid (including direct rollovers)2013-12-31$4,377
Total plan assets at end of year2013-12-31$293,448
Total plan assets at beginning of year2013-12-31$150,241
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$39,689
Contributions received from other sources (not participants or employers)2013-12-31$4,759
Other income received2013-12-31$33,078
Net income (gross income less expenses)2013-12-31$143,207
Net plan assets at end of year (total assets less liabilities)2013-12-31$293,448
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$150,241
Assets. Value of participant loans2013-12-31$6,375
Total contributions received or receivable from employer(s)2013-12-31$70,153
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$99,526
Expenses. Total of all expenses incurred2012-12-31$14,671
Benefits paid (including direct rollovers)2012-12-31$14,546
Total plan assets at end of year2012-12-31$150,241
Total plan assets at beginning of year2012-12-31$65,386
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$41,184
Other income received2012-12-31$10,181
Net income (gross income less expenses)2012-12-31$84,855
Net plan assets at end of year (total assets less liabilities)2012-12-31$150,241
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$65,386
Total contributions received or receivable from employer(s)2012-12-31$48,161
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-129,539
Expenses. Total of all expenses incurred2011-12-31$1,148,264
Benefits paid (including direct rollovers)2011-12-31$1,137,230
Total plan assets at end of year2011-12-31$65,386
Total plan assets at beginning of year2011-12-31$1,343,189
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$1,662
Other income received2011-12-31$-131,201
Net income (gross income less expenses)2011-12-31$-1,277,803
Net plan assets at end of year (total assets less liabilities)2011-12-31$65,386
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,343,189
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$235,541
Expenses. Total of all expenses incurred2010-12-31$24,710
Benefits paid (including direct rollovers)2010-12-31$14,148
Total plan assets at end of year2010-12-31$1,343,189
Total plan assets at beginning of year2010-12-31$1,132,358
Value of fidelity bond covering the plan2010-12-31$200,000
Expenses. Other expenses not covered elsewhere2010-12-31$10,562
Other income received2010-12-31$139,178
Net income (gross income less expenses)2010-12-31$210,831
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,343,189
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,132,358
Total contributions received or receivable from employer(s)2010-12-31$96,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN

2013: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUMMIT CHILDRENS CLINIC, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067817
Policy instance 1
Insurance contract or identification number067817
Number of Individuals Covered17
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,299
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,299
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067817
Policy instance 1
Insurance contract or identification number067817
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,057
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,057
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCURTIS L. MASON
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067817
Policy instance 1
Insurance contract or identification number067817
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $644
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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