401k Plan data: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN plan

MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

K. MICHAEL JAY, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: K. MICHAEL JAY, MD, PC

Employer identification number (EIN): 811443156

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-08-01 KIERAN JAY 2014-02-20
001 2011-08-01 KIERAN JAY 2013-08-04 KIERAN JAY 2013-07-31
001 2010-08-01 KIERAN JAY 2013-08-04 KIERAN JAY 2013-07-31
001 2008-08-01 KIERAN JAY KIERAN JAY 2013-07-31
001 2007-08-01 KIERAN JAY KIERAN JAY 2013-07-31
001 2006-08-01 KIERAN JAY KIERAN JAY 2013-07-31
001 2005-08-01 KIERAN JAY KIERAN JAY 2013-07-31
001 2004-08-01 KIERAN JAY KIERAN JAY 2013-07-31
001 2003-08-01 KIERAN JAY KIERAN JAY 2013-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-08-01	KIERAN JAY	2014-02-20
001	2011-08-01	KIERAN JAY	2013-08-04	KIERAN JAY	2013-07-31
001	2010-08-01	KIERAN JAY	2013-08-04	KIERAN JAY	2013-07-31
001	2008-08-01	KIERAN JAY		KIERAN JAY	2013-07-31
001	2007-08-01	KIERAN JAY		KIERAN JAY	2013-07-31
001	2006-08-01	KIERAN JAY		KIERAN JAY	2013-07-31
001	2005-08-01	KIERAN JAY		KIERAN JAY	2013-07-31
001	2004-08-01	KIERAN JAY		KIERAN JAY	2013-07-31
001	2003-08-01	KIERAN JAY		KIERAN JAY	2013-07-31

Plan Statistics for MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2008: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-08-01 2
Total number of active participants reported on line 7a of the Form 5500 2008-08-01 2
Number of retired or separated participants receiving benefits 2008-08-01 0
Number of other retired or separated participants entitled to future benefits 2008-08-01 0
Total of all active and inactive participants 2008-08-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-08-01 0
Total participants 2008-08-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-08-01 0
2007: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year 2007-08-01 5
Total number of active participants reported on line 7a of the Form 5500 2007-08-01 2
Number of retired or separated participants receiving benefits 2007-08-01 0
Number of other retired or separated participants entitled to future benefits 2007-08-01 0
Total of all active and inactive participants 2007-08-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-08-01 0
Total participants 2007-08-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-08-01 0
2006: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 401k membership
Total participants, beginning-of-year 2006-08-01 9
Total number of active participants reported on line 7a of the Form 5500 2006-08-01 2
Number of retired or separated participants receiving benefits 2006-08-01 0
Number of other retired or separated participants entitled to future benefits 2006-08-01 3
Total of all active and inactive participants 2006-08-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-08-01 0
Total participants 2006-08-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-08-01 0
2005: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 401k membership
Total participants, beginning-of-year 2005-08-01 10
Total number of active participants reported on line 7a of the Form 5500 2005-08-01 7
Number of retired or separated participants receiving benefits 2005-08-01 0
Number of other retired or separated participants entitled to future benefits 2005-08-01 2
Total of all active and inactive participants 2005-08-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-08-01 0
Total participants 2005-08-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-08-01 0
2004: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 401k membership
Total participants, beginning-of-year 2004-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2004-08-01 7
Number of retired or separated participants receiving benefits 2004-08-01 0
Number of other retired or separated participants entitled to future benefits 2004-08-01 3
Total of all active and inactive participants 2004-08-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-08-01 0
Total participants 2004-08-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-08-01 0
2003: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2003 401k membership
Total participants, beginning-of-year 2003-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2003-08-01 5
Number of retired or separated participants receiving benefits 2003-08-01 0
Number of other retired or separated participants entitled to future benefits 2003-08-01 3
Total of all active and inactive participants 2003-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-08-01 0
Total participants 2003-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-08-01 0

Measure	Date	Value
2008: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-08-01	2
Total number of active participants reported on line 7a of the Form 5500	2008-08-01	2
Number of retired or separated participants receiving benefits	2008-08-01	0
Number of other retired or separated participants entitled to future benefits	2008-08-01	0
Total of all active and inactive participants	2008-08-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-08-01	0
Total participants	2008-08-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-08-01	0
2007: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year	2007-08-01	5
Total number of active participants reported on line 7a of the Form 5500	2007-08-01	2
Number of retired or separated participants receiving benefits	2007-08-01	0
Number of other retired or separated participants entitled to future benefits	2007-08-01	0
Total of all active and inactive participants	2007-08-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-08-01	0
Total participants	2007-08-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-08-01	0
2006: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 401k membership
Total participants, beginning-of-year	2006-08-01	9
Total number of active participants reported on line 7a of the Form 5500	2006-08-01	2
Number of retired or separated participants receiving benefits	2006-08-01	0
Number of other retired or separated participants entitled to future benefits	2006-08-01	3
Total of all active and inactive participants	2006-08-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-08-01	0
Total participants	2006-08-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-08-01	0
2005: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 401k membership
Total participants, beginning-of-year	2005-08-01	10
Total number of active participants reported on line 7a of the Form 5500	2005-08-01	7
Number of retired or separated participants receiving benefits	2005-08-01	0
Number of other retired or separated participants entitled to future benefits	2005-08-01	2
Total of all active and inactive participants	2005-08-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-08-01	0
Total participants	2005-08-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-08-01	0
2004: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 401k membership
Total participants, beginning-of-year	2004-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2004-08-01	7
Number of retired or separated participants receiving benefits	2004-08-01	0
Number of other retired or separated participants entitled to future benefits	2004-08-01	3
Total of all active and inactive participants	2004-08-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-08-01	0
Total participants	2004-08-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-08-01	0
2003: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2003 401k membership
Total participants, beginning-of-year	2003-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2003-08-01	5
Number of retired or separated participants receiving benefits	2003-08-01	0
Number of other retired or separated participants entitled to future benefits	2003-08-01	3
Total of all active and inactive participants	2003-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-08-01	0
Total participants	2003-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-08-01	0

Financial Data on MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total plan liabilities at end of year	2009-07-31	$0
Total plan liabilities at beginning of year	2009-07-31	$0
Total income from all sources	2009-07-31	$-122,814
Total plan assets at end of year	2009-07-31	$879,924
Total plan assets at beginning of year	2009-07-31	$1,002,738
Value of fidelity bond covering the plan	2009-07-31	$100,000
Other income received	2009-07-31	$-122,814
Net income (gross income less expenses)	2009-07-31	$-122,814
Net plan assets at end of year (total assets less liabilities)	2009-07-31	$879,924
Net plan assets at beginning of year (total assets less liabilities)	2009-07-31	$1,002,738
2008 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2008 401k financial data
Total plan liabilities at end of year	2008-07-31	$0
Total plan liabilities at beginning of year	2008-07-31	$0
Total income from all sources	2008-07-31	$-87,248
Expenses. Total of all expenses incurred	2008-07-31	$45,490
Benefits paid (including direct rollovers)	2008-07-31	$42,355
Total plan assets at end of year	2008-07-31	$1,002,738
Total plan assets at beginning of year	2008-07-31	$1,135,476
Value of fidelity bond covering the plan	2008-07-31	$100,000
Expenses. Other expenses not covered elsewhere	2008-07-31	$3,135
Other income received	2008-07-31	$-87,248
Net income (gross income less expenses)	2008-07-31	$-132,738
Net plan assets at end of year (total assets less liabilities)	2008-07-31	$1,002,738
Net plan assets at beginning of year (total assets less liabilities)	2008-07-31	$1,135,476
2007 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 401k financial data
Total plan liabilities at end of year	2007-07-31	$0
Total plan liabilities at beginning of year	2007-07-31	$0
Total income from all sources	2007-07-31	$144,592
Expenses. Total of all expenses incurred	2007-07-31	$65,502
Benefits paid (including direct rollovers)	2007-07-31	$65,502
Total plan assets at end of year	2007-07-31	$1,135,476
Total plan assets at beginning of year	2007-07-31	$1,056,386
Value of fidelity bond covering the plan	2007-07-31	$100,000
Other income received	2007-07-31	$144,592
Net income (gross income less expenses)	2007-07-31	$79,090
Net plan assets at end of year (total assets less liabilities)	2007-07-31	$1,135,476
Net plan assets at beginning of year (total assets less liabilities)	2007-07-31	$1,056,386
2006 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 401k financial data
Total plan liabilities at end of year	2006-07-31	$0
Total plan liabilities at beginning of year	2006-07-31	$0
Total income from all sources	2006-07-31	$109,020
Expenses. Total of all expenses incurred	2006-07-31	$40,281
Benefits paid (including direct rollovers)	2006-07-31	$40,281
Total plan assets at end of year	2006-07-31	$1,056,386
Total plan assets at beginning of year	2006-07-31	$987,647
Value of fidelity bond covering the plan	2006-07-31	$100,000
Other income received	2006-07-31	$109,020
Net income (gross income less expenses)	2006-07-31	$68,739
Net plan assets at end of year (total assets less liabilities)	2006-07-31	$1,056,386
Net plan assets at beginning of year (total assets less liabilities)	2006-07-31	$987,647
2005 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 401k financial data
Total plan liabilities at end of year	2005-07-31	$0
Total plan liabilities at beginning of year	2005-07-31	$0
Total income from all sources	2005-07-31	$64,612
Total plan assets at end of year	2005-07-31	$987,647
Total plan assets at beginning of year	2005-07-31	$923,035
Value of fidelity bond covering the plan	2005-07-31	$100,000
Other income received	2005-07-31	$64,612
Net income (gross income less expenses)	2005-07-31	$64,612
Net plan assets at end of year (total assets less liabilities)	2005-07-31	$987,647
Net plan assets at beginning of year (total assets less liabilities)	2005-07-31	$923,035
2004 : MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 401k financial data
Total plan liabilities at end of year	2004-07-31	$0
Total plan liabilities at beginning of year	2004-07-31	$0
Total income from all sources	2004-07-31	$81,710
Total plan assets at end of year	2004-07-31	$923,035
Total plan assets at beginning of year	2004-07-31	$841,325
Other income received	2004-07-31	$53,480
Net income (gross income less expenses)	2004-07-31	$81,710
Net plan assets at end of year (total assets less liabilities)	2004-07-31	$923,035
Net plan assets at beginning of year (total assets less liabilities)	2004-07-31	$841,325
Total contributions received or receivable from employer(s)	2004-07-31	$28,230

Form 5500 Responses for MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

2008: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-08-01	Type of plan entity	Single employer plan
2008-08-01	Submission has been amended	No
2008-08-01	This submission is the final filing	No
2008-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-08-01	Plan is a collectively bargained plan	No
2008-08-01	Plan funding arrangement – Trust	Yes
2008-08-01	Plan benefit arrangement - Trust	Yes
2007: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-08-01	Type of plan entity	Single employer plan
2007-08-01	Submission has been amended	No
2007-08-01	This submission is the final filing	No
2007-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-08-01	Plan is a collectively bargained plan	No
2007-08-01	Plan funding arrangement – Trust	Yes
2007-08-01	Plan benefit arrangement - Trust	Yes
2006: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 form 5500 responses
2006-08-01	Type of plan entity	Single employer plan
2006-08-01	Submission has been amended	No
2006-08-01	This submission is the final filing	No
2006-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-08-01	Plan is a collectively bargained plan	No
2006-08-01	Plan funding arrangement – Trust	Yes
2006-08-01	Plan benefit arrangement - Trust	Yes
2005: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 form 5500 responses
2005-08-01	Type of plan entity	Single employer plan
2005-08-01	Submission has been amended	Yes
2005-08-01	This submission is the final filing	No
2005-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-08-01	Plan is a collectively bargained plan	No
2005-08-01	Plan funding arrangement – Trust	Yes
2005-08-01	Plan benefit arrangement - Trust	Yes
2004: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 form 5500 responses
2004-08-01	Type of plan entity	Single employer plan
2004-08-01	Submission has been amended	Yes
2004-08-01	This submission is the final filing	No
2004-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-08-01	Plan is a collectively bargained plan	No
2004-08-01	Plan funding arrangement – Insurance	Yes
2004-08-01	Plan funding arrangement – Trust	Yes
2004-08-01	Plan benefit arrangement – Insurance	Yes
2004-08-01	Plan benefit arrangement - Trust	Yes
2003: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2003 form 5500 responses
2003-08-01	Type of plan entity	Single employer plan
2003-08-01	Submission has been amended	No
2003-08-01	This submission is the final filing	No
2003-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-08-01	Plan is a collectively bargained plan	No
2003-08-01	Plan funding arrangement – Insurance	Yes
2003-08-01	Plan funding arrangement – Trust	Yes
2003-08-01	Plan benefit arrangement – Insurance	Yes
2003-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	K. MICHAEL JAY, MD, PC
Employer identification number (EIN):	811443156
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)