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

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

MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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):841443156
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 SignedName of Company SponsorDate Sponsor Signed
0012015-08-01KIERAN JAY2017-02-19
0012014-08-01KIERAN JAY2016-02-23
0012013-08-01KIERAN JAY2015-02-17
0012012-08-01KIERAN JAY2015-02-17
0012011-08-01KIERAN JAY2015-02-17
0012010-08-01KIERAN JAY2015-02-17
0012009-08-01KIERAN JAY2015-02-17
0012008-08-01KIERAN JAY
0012007-08-01KIERAN JAY
0012006-08-01KIERAN JAY
0012005-08-01KIERAN JAY
0012004-08-01KIERAN JAY
0012003-08-01KIERAN JAY

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-year2008-08-012
Total number of active participants reported on line 7a of the Form 55002008-08-012
Number of retired or separated participants receiving benefits2008-08-010
Number of other retired or separated participants entitled to future benefits2008-08-010
Total of all active and inactive participants2008-08-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-08-010
Total participants2008-08-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-08-010
2007: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-08-015
Total number of active participants reported on line 7a of the Form 55002007-08-012
Number of retired or separated participants receiving benefits2007-08-010
Number of other retired or separated participants entitled to future benefits2007-08-010
Total of all active and inactive participants2007-08-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-08-010
Total participants2007-08-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-08-010
2006: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-08-019
Total number of active participants reported on line 7a of the Form 55002006-08-012
Number of retired or separated participants receiving benefits2006-08-010
Number of other retired or separated participants entitled to future benefits2006-08-013
Total of all active and inactive participants2006-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-08-010
Total participants2006-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-08-010
2005: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 401k membership
Total participants, beginning-of-year2005-08-0110
Total number of active participants reported on line 7a of the Form 55002005-08-017
Number of retired or separated participants receiving benefits2005-08-010
Number of other retired or separated participants entitled to future benefits2005-08-012
Total of all active and inactive participants2005-08-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-08-010
Total participants2005-08-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-08-010
2004: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 401k membership
Total participants, beginning-of-year2004-08-018
Total number of active participants reported on line 7a of the Form 55002004-08-017
Number of retired or separated participants receiving benefits2004-08-010
Number of other retired or separated participants entitled to future benefits2004-08-013
Total of all active and inactive participants2004-08-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-08-010
Total participants2004-08-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-08-010
2003: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2003 401k membership
Total participants, beginning-of-year2003-08-018
Total number of active participants reported on line 7a of the Form 55002003-08-015
Number of retired or separated participants receiving benefits2003-08-010
Number of other retired or separated participants entitled to future benefits2003-08-013
Total of all active and inactive participants2003-08-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-08-010
Total participants2003-08-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-08-010

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 year2009-07-31$0
Total plan liabilities at beginning of year2009-07-31$0
Total income from all sources2009-07-31$-122,814
Total plan assets at end of year2009-07-31$879,924
Total plan assets at beginning of year2009-07-31$1,002,738
Value of fidelity bond covering the plan2009-07-31$100,000
Other income received2009-07-31$-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 year2008-07-31$0
Total plan liabilities at beginning of year2008-07-31$0
Total income from all sources2008-07-31$-87,248
Expenses. Total of all expenses incurred2008-07-31$45,490
Benefits paid (including direct rollovers)2008-07-31$42,355
Total plan assets at end of year2008-07-31$1,002,738
Total plan assets at beginning of year2008-07-31$1,135,476
Value of fidelity bond covering the plan2008-07-31$100,000
Expenses. Other expenses not covered elsewhere2008-07-31$3,135
Other income received2008-07-31$-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 year2007-07-31$0
Total plan liabilities at beginning of year2007-07-31$0
Total income from all sources2007-07-31$144,592
Expenses. Total of all expenses incurred2007-07-31$65,502
Benefits paid (including direct rollovers)2007-07-31$65,502
Total plan assets at end of year2007-07-31$1,135,476
Total plan assets at beginning of year2007-07-31$1,056,386
Value of fidelity bond covering the plan2007-07-31$100,000
Other income received2007-07-31$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 year2006-07-31$0
Total plan liabilities at beginning of year2006-07-31$0
Total income from all sources2006-07-31$109,020
Expenses. Total of all expenses incurred2006-07-31$40,281
Benefits paid (including direct rollovers)2006-07-31$40,281
Total plan assets at end of year2006-07-31$1,056,386
Total plan assets at beginning of year2006-07-31$987,647
Value of fidelity bond covering the plan2006-07-31$100,000
Other income received2006-07-31$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 year2005-07-31$0
Total plan liabilities at beginning of year2005-07-31$0
Total income from all sources2005-07-31$64,612
Total plan assets at end of year2005-07-31$987,647
Total plan assets at beginning of year2005-07-31$923,035
Value of fidelity bond covering the plan2005-07-31$100,000
Other income received2005-07-31$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 year2004-07-31$0
Total plan liabilities at beginning of year2004-07-31$0
Total income from all sources2004-07-31$81,710
Total plan assets at end of year2004-07-31$923,035
Total plan assets at beginning of year2004-07-31$841,325
Other income received2004-07-31$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
2008-08-01Type of plan entitySingle employer plan
2008-08-01Submission has been amendedYes
2008-08-01This submission is the final filingNo
2008-08-01This return/report is a short plan year return/report (less than 12 months)No
2008-08-01Plan is a collectively bargained planNo
2008-08-01Plan funding arrangement – TrustYes
2008-08-01Plan benefit arrangement - TrustYes
2007: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-08-01Type of plan entitySingle employer plan
2007-08-01Submission has been amendedYes
2007-08-01This submission is the final filingNo
2007-08-01This return/report is a short plan year return/report (less than 12 months)No
2007-08-01Plan is a collectively bargained planNo
2007-08-01Plan funding arrangement – TrustYes
2007-08-01Plan benefit arrangement - TrustYes
2006: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2006 form 5500 responses
2006-08-01Type of plan entitySingle employer plan
2006-08-01Submission has been amendedYes
2006-08-01This submission is the final filingNo
2006-08-01This return/report is a short plan year return/report (less than 12 months)No
2006-08-01Plan is a collectively bargained planNo
2006-08-01Plan funding arrangement – TrustYes
2006-08-01Plan benefit arrangement - TrustYes
2005: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2005 form 5500 responses
2005-08-01Type of plan entitySingle employer plan
2005-08-01Submission has been amendedYes
2005-08-01This submission is the final filingNo
2005-08-01This return/report is a short plan year return/report (less than 12 months)No
2005-08-01Plan is a collectively bargained planNo
2005-08-01Plan funding arrangement – TrustYes
2005-08-01Plan benefit arrangement - TrustYes
2004: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2004 form 5500 responses
2004-08-01Type of plan entitySingle employer plan
2004-08-01Submission has been amendedYes
2004-08-01This submission is the final filingNo
2004-08-01This return/report is a short plan year return/report (less than 12 months)No
2004-08-01Plan is a collectively bargained planNo
2004-08-01Plan funding arrangement – InsuranceYes
2004-08-01Plan funding arrangement – TrustYes
2004-08-01Plan benefit arrangement – InsuranceYes
2004-08-01Plan benefit arrangement - TrustYes
2003: MONTROSE SURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN 2003 form 5500 responses
2003-08-01Type of plan entitySingle employer plan
2003-08-01Submission has been amendedYes
2003-08-01This submission is the final filingNo
2003-08-01This return/report is a short plan year return/report (less than 12 months)No
2003-08-01Plan is a collectively bargained planNo
2003-08-01Plan funding arrangement – InsuranceYes
2003-08-01Plan funding arrangement – TrustYes
2003-08-01Plan benefit arrangement – InsuranceYes
2003-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberCP2432
Policy instance 1
Insurance contract or identification numberCP2432
Insurance policy start date2003-08-01
Insurance policy end date2004-07-31
Insurance broker organization code?3
Insurance broker nameDANIEL N. SAVARD
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberCP2432
Policy instance 1
Insurance contract or identification numberCP2432
Insurance policy start date2003-08-01
Insurance policy end date2004-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameDANIEL N. SAVARD

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