401k Plan data: STONE OAK FAMILY DOCTORS, P.A.

STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 401k Plan overview

Plan Name	STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN
Plan identification number	001

STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT 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.

401k Sponsoring company profile

STONE OAK FAMILY DOCTORS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: STONE OAK FAMILY DOCTORS, P.A.

Employer identification number (EIN): 742951434

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

Additional information about STONE OAK FAMILY DOCTORS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-03-20

Company Identification Number: 0082110903

Legal Registered Office Address: 21207 ACORN CV

SAN ANTONIO
United States of America (USA)
78258

More information about STONE OAK FAMILY DOCTORS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANNE MCCOLLOUGH
001 2017-01-01 ANNE MCCOLLOUGH
001 2016-01-01 LYDIA WILEY
001 2015-01-01 LYDIA WILEY
001 2014-01-01 ADELA RUBIO
001 2013-01-01 ADELA RUBIO ADELA RUBIO 2014-08-14
001 2012-01-01 JOHN PHILLIPS JOHN PHILLIPS 2013-06-25
001 2011-01-01 JOHN PHILLIPS
001 2009-01-01 JOHN PHILLIPS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANNE MCCOLLOUGH
001	2017-01-01	ANNE MCCOLLOUGH
001	2016-01-01	LYDIA WILEY
001	2015-01-01	LYDIA WILEY
001	2014-01-01	ADELA RUBIO
001	2013-01-01	ADELA RUBIO	ADELA RUBIO	2014-08-14
001	2012-01-01	JOHN PHILLIPS	JOHN PHILLIPS	2013-06-25
001	2011-01-01	JOHN PHILLIPS
001	2009-01-01	JOHN PHILLIPS

Plan Statistics for STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN

401k plan membership statisitcs for STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN

Measure Date Value
2020: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32
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 5
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 37
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 34
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 4
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 38
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
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 4
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
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 3
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
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 3
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 6
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
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: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 6
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 2
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
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 5
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32
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	5
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	37
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	34
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	4
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	38
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
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	4
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
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	3
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
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	3
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	6
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
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: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	6
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	2
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
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	5
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN

Measure	Date	Value
2020 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$639,986
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,647,148
Total plan assets at beginning of year	2020-12-31	$2,007,162
Value of fidelity bond covering the plan	2020-12-31	$325,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$73,349
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$533,973
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$639,986
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,647,148
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,007,162
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$32,664
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$508,319
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,007,162
Total plan assets at beginning of year	2019-12-31	$1,498,843
Value of fidelity bond covering the plan	2019-12-31	$120,000
Total contributions received or receivable from participants	2019-12-31	$86,506
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$387,071
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$508,319
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,007,162
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,498,843
Total contributions received or receivable from employer(s)	2019-12-31	$34,742
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$9,157
Expenses. Total of all expenses incurred	2018-12-31	$3,537
Benefits paid (including direct rollovers)	2018-12-31	$3,537
Total plan assets at end of year	2018-12-31	$1,498,843
Total plan assets at beginning of year	2018-12-31	$1,493,223
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$65,095
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$5,326
Other income received	2018-12-31	$-86,259
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$5,620
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,498,843
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,493,223
Total contributions received or receivable from employer(s)	2018-12-31	$24,995
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$335,853
Expenses. Total of all expenses incurred	2017-12-31	$23,744
Benefits paid (including direct rollovers)	2017-12-31	$23,744
Total plan assets at end of year	2017-12-31	$1,493,223
Total plan assets at beginning of year	2017-12-31	$1,181,114
Value of fidelity bond covering the plan	2017-12-31	$120,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$62,239
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$251,405
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$312,109
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,493,223
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,181,114
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$22,209
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$174,800
Expenses. Total of all expenses incurred	2016-12-31	$39,023
Benefits paid (including direct rollovers)	2016-12-31	$39,023
Total plan assets at end of year	2016-12-31	$1,181,114
Total plan assets at beginning of year	2016-12-31	$1,045,337
Value of fidelity bond covering the plan	2016-12-31	$120,000
Total contributions received or receivable from participants	2016-12-31	$74,742
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$74,872
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$135,777
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,181,114
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,045,337
Total contributions received or receivable from employer(s)	2016-12-31	$25,186
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$118,996
Expenses. Total of all expenses incurred	2015-12-31	$14,828
Benefits paid (including direct rollovers)	2015-12-31	$14,340
Total plan assets at end of year	2015-12-31	$1,045,337
Total plan assets at beginning of year	2015-12-31	$941,169
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$72,330
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$18,782
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$104,168
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,045,337
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$941,169
Total contributions received or receivable from employer(s)	2015-12-31	$27,884
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$488
2014 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$167,732
Expenses. Total of all expenses incurred	2014-12-31	$7,195
Benefits paid (including direct rollovers)	2014-12-31	$7,170
Total plan assets at end of year	2014-12-31	$941,169
Total plan assets at beginning of year	2014-12-31	$780,632
Value of fidelity bond covering the plan	2014-12-31	$120,000
Total contributions received or receivable from participants	2014-12-31	$68,497
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$72,252
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$160,537
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$941,169
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$780,632
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$26,983
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$216,961
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$780,632
Total plan assets at beginning of year	2013-12-31	$563,671
Value of fidelity bond covering the plan	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$60,220
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$132,562
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$216,961
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$780,632
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$563,671
Total contributions received or receivable from employer(s)	2013-12-31	$24,179
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$135,286
Expenses. Total of all expenses incurred	2012-12-31	$50,539
Benefits paid (including direct rollovers)	2012-12-31	$50,489
Total plan assets at end of year	2012-12-31	$563,671
Total plan assets at beginning of year	2012-12-31	$478,924
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$51,869
Other income received	2012-12-31	$59,491
Net income (gross income less expenses)	2012-12-31	$84,747
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$563,671
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$478,924
Total contributions received or receivable from employer(s)	2012-12-31	$23,926
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$73,686
Expenses. Total of all expenses incurred	2011-12-31	$5,018
Benefits paid (including direct rollovers)	2011-12-31	$5,018
Total plan assets at end of year	2011-12-31	$478,924
Total plan assets at beginning of year	2011-12-31	$410,256
Value of fidelity bond covering the plan	2011-12-31	$70,000
Total contributions received or receivable from participants	2011-12-31	$63,643
Other income received	2011-12-31	$-12,631
Net income (gross income less expenses)	2011-12-31	$68,668
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$478,924
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$410,256
Total contributions received or receivable from employer(s)	2011-12-31	$22,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$122,650
Expenses. Total of all expenses incurred	2010-12-31	$218,092
Benefits paid (including direct rollovers)	2010-12-31	$218,091
Total plan assets at end of year	2010-12-31	$410,255
Total plan assets at beginning of year	2010-12-31	$505,697
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$39,613
Other income received	2010-12-31	$62,445
Net income (gross income less expenses)	2010-12-31	$-95,442
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$410,255
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$505,697
Total contributions received or receivable from employer(s)	2010-12-31	$20,592
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN

2020: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2013 form 5500 responses
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2012 form 5500 responses
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 2011 form 5500 responses
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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STONE OAK FAMILY DOCTORS, P.A. - RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STONE OAK FAMILY DOCTORS, P.A.
Employer identification number (EIN):	742951434
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-03-20
Company Identification Number:	0082110903
Legal Registered Office Address:	21207 ACORN CV SAN ANTONIO United States of America (USA) 78258