401k Plan data: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN plan

TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	003

TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

MICHEL K. STEPHAN, M.D., P.A. DBA TEXAS SURGERY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MICHEL K. STEPHAN, M.D., P.A. DBA TEXAS SURGERY ASSOCIATES

Employer identification number (EIN): 751808533

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 MICHEL K. STEPHAN, MD 2020-04-20
003 2019-01-01
003 2018-01-01
003 2017-01-01 MICHEL K. STEPHAN, MD
003 2016-01-01 MICHEL K. STEPHAN, MD
003 2015-01-01 MICHEL K. STEPHAN, MD
003 2014-01-01 MICHEL K. STEPHAN, MD
003 2013-01-01 MICHEL K. STEPHAN, MD
003 2012-01-01 MICHEL K. STEPHAN, M.D.
003 2011-01-01 MICHEL STEPHAN, M.D.
003 2009-01-01 MICHEL STEPHAN, M.D. MICHEL STEPHAN, M.D. 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01	MICHEL K. STEPHAN, MD	2020-04-20
003	2019-01-01
003	2018-01-01
003	2017-01-01	MICHEL K. STEPHAN, MD
003	2016-01-01	MICHEL K. STEPHAN, MD
003	2015-01-01	MICHEL K. STEPHAN, MD
003	2014-01-01	MICHEL K. STEPHAN, MD
003	2013-01-01	MICHEL K. STEPHAN, MD
003	2012-01-01	MICHEL K. STEPHAN, M.D.
003	2011-01-01	MICHEL STEPHAN, M.D.
003	2009-01-01	MICHEL STEPHAN, M.D.		MICHEL STEPHAN, M.D.	2010-10-12

Plan Statistics for TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
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 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 1
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 1
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 2
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
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	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	1
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	1
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$21,553
Total plan liabilities at beginning of year	2019-12-31	$1,318
Total income from all sources	2019-12-31	$596,821
Expenses. Total of all expenses incurred	2019-12-31	$555,028
Benefits paid (including direct rollovers)	2019-12-31	$545,694
Total plan assets at end of year	2019-12-31	$2,798,459
Total plan assets at beginning of year	2019-12-31	$2,736,431
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$27,041
Other income received	2019-12-31	$567,309
Net income (gross income less expenses)	2019-12-31	$41,793
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,776,906
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,735,113
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$2,471
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$9,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,318
Total plan liabilities at beginning of year	2018-12-31	$11
Total income from all sources	2018-12-31	$-108,815
Expenses. Total of all expenses incurred	2018-12-31	$16,271
Benefits paid (including direct rollovers)	2018-12-31	$6,528
Total plan assets at end of year	2018-12-31	$2,736,431
Total plan assets at beginning of year	2018-12-31	$2,860,210
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$49,248
Other income received	2018-12-31	$-174,541
Net income (gross income less expenses)	2018-12-31	$-125,086
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,735,113
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,860,199
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$91,981
Total contributions received or receivable from employer(s)	2018-12-31	$16,478
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$11
Total plan liabilities at beginning of year	2017-12-31	$10
Total income from all sources	2017-12-31	$407,509
Expenses. Total of all expenses incurred	2017-12-31	$37,447
Benefits paid (including direct rollovers)	2017-12-31	$17,987
Total plan assets at end of year	2017-12-31	$2,860,210
Total plan assets at beginning of year	2017-12-31	$2,490,147
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$48,075
Other income received	2017-12-31	$337,501
Net income (gross income less expenses)	2017-12-31	$370,062
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,860,199
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,490,137
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$93,759
Total contributions received or receivable from employer(s)	2017-12-31	$21,933
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$10
Total plan liabilities at beginning of year	2016-12-31	$8
Total income from all sources	2016-12-31	$328,686
Expenses. Total of all expenses incurred	2016-12-31	$16,471
Total plan assets at end of year	2016-12-31	$2,490,147
Total plan assets at beginning of year	2016-12-31	$2,177,930
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$48,625
Other income received	2016-12-31	$253,128
Net income (gross income less expenses)	2016-12-31	$312,215
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,490,137
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,177,922
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$166,534
Total contributions received or receivable from employer(s)	2016-12-31	$26,933
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,471
2015 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$8
Total plan liabilities at beginning of year	2015-12-31	$3
Total income from all sources	2015-12-31	$48,090
Expenses. Total of all expenses incurred	2015-12-31	$17,271
Total plan assets at end of year	2015-12-31	$2,177,930
Total plan assets at beginning of year	2015-12-31	$2,147,106
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$48,600
Other income received	2015-12-31	$-20,510
Net income (gross income less expenses)	2015-12-31	$30,819
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,177,922
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,147,103
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$138,731
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$3
Total plan liabilities at beginning of year	2014-12-31	$3
Total income from all sources	2014-12-31	$205,586
Expenses. Total of all expenses incurred	2014-12-31	$19,417
Total plan assets at end of year	2014-12-31	$2,147,106
Total plan assets at beginning of year	2014-12-31	$1,960,937
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$46,600
Other income received	2014-12-31	$131,386
Net income (gross income less expenses)	2014-12-31	$186,169
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,147,103
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,960,934
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$165,374
Total contributions received or receivable from employer(s)	2014-12-31	$27,600
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,417
2013 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$3
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$223,860
Expenses. Total of all expenses incurred	2013-12-31	$8,878
Total plan assets at end of year	2013-12-31	$1,960,937
Total plan assets at beginning of year	2013-12-31	$1,745,952
Value of fidelity bond covering the plan	2013-12-31	$325,000
Total contributions received or receivable from participants	2013-12-31	$46,650
Other income received	2013-12-31	$155,005
Net income (gross income less expenses)	2013-12-31	$214,982
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,960,934
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,745,952
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$164,596
Total contributions received or receivable from employer(s)	2013-12-31	$22,205
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,878
2012 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$197,181
Expenses. Total of all expenses incurred	2012-12-31	$14,664
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,745,952
Total plan assets at beginning of year	2012-12-31	$1,563,435
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$34,767
Other income received	2012-12-31	$143,703
Net income (gross income less expenses)	2012-12-31	$182,517
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,745,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,563,435
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$164,596
Total contributions received or receivable from employer(s)	2012-12-31	$18,711
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,664
2011 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$5
Total income from all sources	2011-12-31	$82,327
Expenses. Total of all expenses incurred	2011-12-31	$17,089
Total plan assets at end of year	2011-12-31	$1,563,435
Total plan assets at beginning of year	2011-12-31	$1,498,202
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$41,623
Other income received	2011-12-31	$22,557
Net income (gross income less expenses)	2011-12-31	$65,238
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,563,435
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,498,197
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$54,491
Total contributions received or receivable from employer(s)	2011-12-31	$18,147
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,089
2010 : TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$5
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$309,669
Expenses. Total of all expenses incurred	2010-12-31	$36,007
Benefits paid (including direct rollovers)	2010-12-31	$30,058
Total plan assets at end of year	2010-12-31	$1,498,202
Total plan assets at beginning of year	2010-12-31	$1,224,535
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$36,060
Other income received	2010-12-31	$253,720
Net income (gross income less expenses)	2010-12-31	$273,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,498,197
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,224,535
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$266,746
Total contributions received or receivable from employer(s)	2010-12-31	$19,889
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,949

Form 5500 Responses for TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

2019: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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	This return/report is a short plan year return/report (less than 12 months)	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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TEXAS SURGERY ASSOCIATES 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TEXAS SURGERY CENTER, P.A. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 760654615]

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Company Name:	MICHEL K. STEPHAN, M.D., P.A. DBA TEXAS SURGERY ASSOCIATES
Employer identification number (EIN):	751808533
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)