401k Plan data: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN plan

HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN
Plan identification number	009

HILLCREST SURGICAL MEDICAL GROUP, INC. 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HILLCREST SURGICAL MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HILLCREST SURGICAL MEDICAL GROUP, INC.

Employer identification number (EIN): 952664825

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2017-01-01 GEORGE ZORN GEORGE ZORN 2018-06-21
009 2016-01-01 GEORGE ZORN GEORGE ZORN 2017-10-11
009 2015-01-01 GEORGE ZORN GEORGE ZORN 2016-10-14
009 2014-01-01 LAURENCE TANAKA LAURENCE TANAKA 2015-10-14
009 2013-01-01 LAURENCE TANAKAK LAURENCE TANAKAK 2014-10-06
009 2012-01-01 LAURENCE TANAKA LAURENCE TANAKA 2013-10-15
009 2011-01-01 LAURENCE TANAKA LAURENCE TANAKA 2012-10-05
009 2009-01-01 GEORGE ZORN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
009	2017-01-01	GEORGE ZORN	GEORGE ZORN	2018-06-21
009	2016-01-01	GEORGE ZORN	GEORGE ZORN	2017-10-11
009	2015-01-01	GEORGE ZORN	GEORGE ZORN	2016-10-14
009	2014-01-01	LAURENCE TANAKA	LAURENCE TANAKA	2015-10-14
009	2013-01-01	LAURENCE TANAKAK	LAURENCE TANAKAK	2014-10-06
009	2012-01-01	LAURENCE TANAKA	LAURENCE TANAKA	2013-10-15
009	2011-01-01	LAURENCE TANAKA	LAURENCE TANAKA	2012-10-05
009	2009-01-01	GEORGE ZORN

Plan Statistics for HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN

Measure Date Value
2017: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
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 11
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 3
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
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: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 3
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
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 1
2013: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 5
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 8
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 4
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
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	11
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	3
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
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: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	3
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
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	1
2013: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	5
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	8
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	4
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN

Measure	Date	Value
2017 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$929,387
Expenses. Total of all expenses incurred	2017-12-31	$6,892,705
Benefits paid (including direct rollovers)	2017-12-31	$6,853,636
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$5,963,318
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from 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	$929,387
Net income (gross income less expenses)	2017-12-31	$-5,963,318
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,963,318
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
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$39,069
2016 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$84,195
Expenses. Total of all expenses incurred	2016-12-31	$65,106
Benefits paid (including direct rollovers)	2016-12-31	$26,059
Total plan assets at end of year	2016-12-31	$5,963,318
Total plan assets at beginning of year	2016-12-31	$5,944,229
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$3,162
Expenses. Other expenses not covered elsewhere	2016-12-31	$10,017
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$81,033
Net income (gross income less expenses)	2016-12-31	$19,089
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,963,318
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,944,229
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$35,000
Assets. Value of real-estate (other than employer real property)	2016-12-31	$382,900
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$29,030
2015 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-80,357
Expenses. Total of all expenses incurred	2015-12-31	$56,576
Benefits paid (including direct rollovers)	2015-12-31	$26,706
Total plan assets at end of year	2015-12-31	$5,944,229
Total plan assets at beginning of year	2015-12-31	$6,081,162
Value of fidelity bond covering the plan	2015-12-31	$750,000
Total contributions received or receivable from participants	2015-12-31	$2,530
Expenses. Other expenses not covered elsewhere	2015-12-31	$9,142
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-82,887
Net income (gross income less expenses)	2015-12-31	$-136,933
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,944,229
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,081,162
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$143,722
Assets. Value of real-estate (other than employer real property)	2015-12-31	$659,164
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,728
2014 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2014 401k financial data
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	$2,247,651
Expenses. Total of all expenses incurred	2014-12-31	$31,314
Benefits paid (including direct rollovers)	2014-12-31	$20,176
Total plan assets at end of year	2014-12-31	$6,081,162
Total plan assets at beginning of year	2014-12-31	$3,864,825
Total contributions received or receivable from participants	2014-12-31	$2,735
Contributions received from other sources (not participants or employers)	2014-12-31	$1,532,571
Other income received	2014-12-31	$712,345
Net income (gross income less expenses)	2014-12-31	$2,216,337
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,081,162
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,864,825
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$143,722
Assets. Value of real-estate (other than employer real property)	2014-12-31	$659,164
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,138
2013 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$67,106
Expenses. Total of all expenses incurred	2013-12-31	$137,162
Benefits paid (including direct rollovers)	2013-12-31	$128,741
Total plan assets at end of year	2013-12-31	$3,864,825
Total plan assets at beginning of year	2013-12-31	$3,934,881
Value of fidelity bond covering the plan	2013-12-31	$700,000
Total contributions received or receivable from participants	2013-12-31	$18,978
Other income received	2013-12-31	$44,864
Net income (gross income less expenses)	2013-12-31	$-70,056
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,864,825
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,934,881
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$143,722
Assets. Value of real-estate (other than employer real property)	2013-12-31	$456,264
Total contributions received or receivable from employer(s)	2013-12-31	$3,264
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,421
2012 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$420,378
Expenses. Total of all expenses incurred	2012-12-31	$3,266
Benefits paid (including direct rollovers)	2012-12-31	$3,116
Total plan assets at end of year	2012-12-31	$3,934,881
Total plan assets at beginning of year	2012-12-31	$3,517,769
Value of fidelity bond covering the plan	2012-12-31	$700,000
Total contributions received or receivable from participants	2012-12-31	$38,415
Other income received	2012-12-31	$300,905
Net income (gross income less expenses)	2012-12-31	$417,112
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,934,881
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,517,769
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$143,722
Assets. Value of real-estate (other than employer real property)	2012-12-31	$356,264
Total contributions received or receivable from employer(s)	2012-12-31	$81,058
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-22,914
Expenses. Total of all expenses incurred	2011-12-31	$519,655
Benefits paid (including direct rollovers)	2011-12-31	$519,605
Total plan assets at end of year	2011-12-31	$3,517,769
Total plan assets at beginning of year	2011-12-31	$4,060,338
Value of fidelity bond covering the plan	2011-12-31	$700,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-111,705
Net income (gross income less expenses)	2011-12-31	$-542,569
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,517,769
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,060,338
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$35,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$456,264
Total contributions received or receivable from employer(s)	2011-12-31	$88,791
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$110,447
Expenses. Total of all expenses incurred	2010-12-31	$58,663
Benefits paid (including direct rollovers)	2010-12-31	$39,456
Total plan assets at end of year	2010-12-31	$4,060,338
Total plan assets at beginning of year	2010-12-31	$4,008,554
Value of fidelity bond covering the plan	2010-12-31	$700,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,183
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-66,810
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$51,784
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,060,338
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,008,554
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$35,000
Assets. Value of real-estate (other than employer real property)	2010-12-31	$456,264
Total contributions received or receivable from employer(s)	2010-12-31	$177,257
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN

2017: HILLCREST SURGICAL MEDICAL GROUP, INC. 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	Yes
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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HILLCREST SURGICAL MEDICAL GROUP, INC. 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HILLCREST SURGICAL MEDICAL GROUP, INC. 401-K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

17148

Policy instance

Insurance contract or identification number	17148
Number of Individuals Covered	1
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Are there contracts with allocated funds for individual policies?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

615104

Policy instance

Insurance contract or identification number	615104
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

615104

Policy instance

Insurance contract or identification number	615104
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $181
Total amount of fees paid to insurance company	USD $108
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $181
Amount paid for insurance broker fees	108
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	A G BORGIA INSURANCE SERVICES INC

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

18824

Policy instance

Insurance contract or identification number	18824
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

17148

Policy instance

Insurance contract or identification number	17148
Number of Individuals Covered	1
Insurance policy start date	2009-09-01
Insurance policy end date	2010-08-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HILLCREST SURGICAL MEDICAL GROUP, INC.
Employer identification number (EIN):	952664825
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)