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Plan Name | SURGICAL ASSOCIATES, P.C. PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SURGICAL ASSOCIATES, P.C. |
Employer identification number (EIN): | 160975777 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SURGICAL ASSOCIATES, P.C.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1993-03-08 |
Company Identification Number: | 33480781 |
Legal Registered Office Address: |
9427 SW BARNES RD PORTLAND United States of America (USA) 97225 |
More information about SURGICAL ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-08-01 | DAVID C. DREYFUSS | |||
001 | 2016-08-01 | DAVID C. DREYFUSS | |||
001 | 2015-08-01 | DAVID C. DREYFUSS | |||
001 | 2014-08-01 | DAVID C. DREYFUSS | |||
001 | 2013-08-01 | DAVID C. DREYFUSS | |||
001 | 2012-08-01 | DAVID C. DREYFUSS | |||
001 | 2011-08-01 | DAVID C. DREYFUSS | |||
001 | 2009-08-01 | DAVID C. DREYFUSS |
Measure | Date | Value |
---|---|---|
2017: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 2 |
Total of all active and inactive participants | 2017-08-01 | 2 |
Total participants | 2017-08-01 | 2 |
Number of participants with account balances | 2017-08-01 | 2 |
2016: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-08-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 3 |
Total of all active and inactive participants | 2016-08-01 | 3 |
Total participants | 2016-08-01 | 3 |
Number of participants with account balances | 2016-08-01 | 3 |
2015: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 4 |
Total of all active and inactive participants | 2015-08-01 | 4 |
Total participants | 2015-08-01 | 4 |
Number of participants with account balances | 2015-08-01 | 4 |
2014: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 15 |
Total of all active and inactive participants | 2014-08-01 | 15 |
Total participants | 2014-08-01 | 15 |
2013: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 9 |
Total of all active and inactive participants | 2013-08-01 | 15 |
Total participants | 2013-08-01 | 15 |
2012: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 8 |
Total of all active and inactive participants | 2012-08-01 | 15 |
Total participants | 2012-08-01 | 15 |
2011: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 9 |
Total of all active and inactive participants | 2011-08-01 | 17 |
Total participants | 2011-08-01 | 17 |
2009: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 10 |
Total of all active and inactive participants | 2009-08-01 | 17 |
Total participants | 2009-08-01 | 17 |
Measure | Date | Value |
---|---|---|
2018 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2018 401k financial data | ||
Total income from all sources | 2018-07-31 | $7,239 |
Expenses. Total of all expenses incurred | 2018-07-31 | $633 |
Benefits paid (including direct rollovers) | 2018-07-31 | $473 |
Total plan assets at end of year | 2018-07-31 | $53,675 |
Total plan assets at beginning of year | 2018-07-31 | $47,069 |
Value of fidelity bond covering the plan | 2018-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $160 |
Other income received | 2018-07-31 | $7,239 |
Net income (gross income less expenses) | 2018-07-31 | $6,606 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $53,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $47,069 |
Funding deficiency by the employer to the plan for this plan year | 2018-07-31 | $0 |
Minimum employer required contribution for this plan year | 2018-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-07-31 | $0 |
2017 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k financial data | ||
Total income from all sources | 2017-07-31 | $5,222 |
Expenses. Total of all expenses incurred | 2017-07-31 | $145,180 |
Benefits paid (including direct rollovers) | 2017-07-31 | $144,958 |
Total plan assets at end of year | 2017-07-31 | $47,069 |
Total plan assets at beginning of year | 2017-07-31 | $187,027 |
Value of fidelity bond covering the plan | 2017-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $222 |
Other income received | 2017-07-31 | $5,222 |
Net income (gross income less expenses) | 2017-07-31 | $-139,958 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $47,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $187,027 |
2016 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2016 401k financial data | ||
Total income from all sources | 2016-07-31 | $-73,093 |
Expenses. Total of all expenses incurred | 2016-07-31 | $3,470,780 |
Benefits paid (including direct rollovers) | 2016-07-31 | $3,469,446 |
Total plan assets at end of year | 2016-07-31 | $187,027 |
Total plan assets at beginning of year | 2016-07-31 | $3,730,900 |
Value of fidelity bond covering the plan | 2016-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $1,334 |
Other income received | 2016-07-31 | $-73,093 |
Net income (gross income less expenses) | 2016-07-31 | $-3,543,873 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $187,027 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,730,900 |
Funding deficiency by the employer to the plan for this plan year | 2016-07-31 | $0 |
Minimum employer required contribution for this plan year | 2016-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-07-31 | $0 |
2015 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2015 401k financial data | ||
Total income from all sources | 2015-07-31 | $196,702 |
Expenses. Total of all expenses incurred | 2015-07-31 | $73,490 |
Benefits paid (including direct rollovers) | 2015-07-31 | $41,954 |
Total plan assets at end of year | 2015-07-31 | $3,730,900 |
Total plan assets at beginning of year | 2015-07-31 | $3,607,688 |
Value of fidelity bond covering the plan | 2015-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $31,536 |
Other income received | 2015-07-31 | $196,702 |
Net income (gross income less expenses) | 2015-07-31 | $123,212 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,730,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $3,607,688 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-07-31 | $0 |
Minimum employer required contribution for this plan year | 2015-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-07-31 | $0 |
2014 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2014 401k financial data | ||
Total income from all sources | 2014-07-31 | $395,429 |
Expenses. Total of all expenses incurred | 2014-07-31 | $52,700 |
Benefits paid (including direct rollovers) | 2014-07-31 | $0 |
Total plan assets at end of year | 2014-07-31 | $3,607,688 |
Total plan assets at beginning of year | 2014-07-31 | $3,264,959 |
Value of fidelity bond covering the plan | 2014-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $52,700 |
Other income received | 2014-07-31 | $355,952 |
Net income (gross income less expenses) | 2014-07-31 | $342,729 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $3,607,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $3,264,959 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $39,477 |
Funding deficiency by the employer to the plan for this plan year | 2014-07-31 | $0 |
Minimum employer required contribution for this plan year | 2014-07-31 | $39,477 |
Amount contributed by the employer to the plan for this plan year | 2014-07-31 | $39,477 |
2013 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2013 401k financial data | ||
Total income from all sources | 2013-07-31 | $437,671 |
Expenses. Total of all expenses incurred | 2013-07-31 | $734,552 |
Benefits paid (including direct rollovers) | 2013-07-31 | $693,914 |
Total plan assets at end of year | 2013-07-31 | $3,264,959 |
Total plan assets at beginning of year | 2013-07-31 | $3,561,840 |
Value of fidelity bond covering the plan | 2013-07-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2013-07-31 | $40,638 |
Other income received | 2013-07-31 | $394,862 |
Net income (gross income less expenses) | 2013-07-31 | $-296,881 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $3,264,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $3,561,840 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $42,809 |
Funding deficiency by the employer to the plan for this plan year | 2013-07-31 | $0 |
Minimum employer required contribution for this plan year | 2013-07-31 | $42,809 |
Amount contributed by the employer to the plan for this plan year | 2013-07-31 | $42,809 |
2012 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 401k financial data | ||
Total income from all sources | 2012-07-31 | $120,393 |
Expenses. Total of all expenses incurred | 2012-07-31 | $34,281 |
Total plan assets at end of year | 2012-07-31 | $3,561,840 |
Total plan assets at beginning of year | 2012-07-31 | $3,475,728 |
Value of fidelity bond covering the plan | 2012-07-31 | $400,000 |
Other income received | 2012-07-31 | $73,229 |
Net income (gross income less expenses) | 2012-07-31 | $86,112 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $3,561,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $3,475,728 |
Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $96,365 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $47,164 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $34,281 |
Funding deficiency by the employer to the plan for this plan year | 2012-07-31 | $0 |
Minimum employer required contribution for this plan year | 2012-07-31 | $47,161 |
Amount contributed by the employer to the plan for this plan year | 2012-07-31 | $47,161 |
2011 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k financial data | ||
Total income from all sources | 2011-07-31 | $473,086 |
Expenses. Total of all expenses incurred | 2011-07-31 | $88,100 |
Benefits paid (including direct rollovers) | 2011-07-31 | $53,862 |
Total plan assets at end of year | 2011-07-31 | $3,475,728 |
Total plan assets at beginning of year | 2011-07-31 | $3,090,742 |
Value of fidelity bond covering the plan | 2011-07-31 | $350,000 |
Other income received | 2011-07-31 | $417,569 |
Net income (gross income less expenses) | 2011-07-31 | $384,986 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $3,475,728 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $3,090,742 |
Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $51,390 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $55,517 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $34,238 |
Funding deficiency by the employer to the plan for this plan year | 2011-07-31 | $0 |
Minimum employer required contribution for this plan year | 2011-07-31 | $55,517 |
Amount contributed by the employer to the plan for this plan year | 2011-07-31 | $55,517 |
2010 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
Minimum employer required contribution for this plan year | 2010-07-31 | $47,904 |
Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $47,904 |
2017: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 form 5500 responses | ||
---|---|---|
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |