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ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 401k Plan overview

Plan NameARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN
Plan identification number 001

ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARIZONA COMMUNITY SURGEONS, PC has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA COMMUNITY SURGEONS, PC
Employer identification number (EIN):203604285
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01GEORGE BRADBURY2022-10-13
0012020-01-01KIM ABRAMS2021-10-14
0012019-01-01KIM ABRAMS2020-09-14
0012018-01-01KIM ABRAMS2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CONNIE CHOZA
0012013-01-01CONNIE CHOZA
0012012-01-01CONNIE CHOZA2013-10-14
0012011-01-01CONNIE CHOZA2012-10-12
0012010-01-01CONNIE CHOZA2011-10-17

Plan Statistics for ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN

401k plan membership statisitcs for ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN

Measure Date Value
2022: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01241
Total number of active participants reported on line 7a of the Form 55002022-01-01150
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01270
Number of participants with account balances2022-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01195
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01234
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01221
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01215
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01242
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01174
Number of participants with account balances2016-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018

Financial Data on ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN

Measure Date Value
2022 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-227,005
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,610,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,547,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,831,685
Value of total assets at end of year2022-12-31$21,259,573
Value of total assets at beginning of year2022-12-31$24,097,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,605
Total interest from all sources2022-12-31$8,701
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$904,540
Participant contributions at end of year2022-12-31$191,113
Participant contributions at beginning of year2022-12-31$217,106
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$11,202
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,007,573
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,103,894
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$774,867
Other income not declared elsewhere2022-12-31$-213,353
Administrative expenses (other) incurred2022-12-31$4,844
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$58,988
Total non interest bearing cash at beginning of year2022-12-31$103,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,837,685
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,259,573
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,097,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,500,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,201,726
Interest on participant loans2022-12-31$8,701
Value of interest in common/collective trusts at end of year2022-12-31$1,349,528
Value of interest in common/collective trusts at beginning of year2022-12-31$1,335,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,876,816
Net investment gain or loss from common/collective trusts2022-12-31$22,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,152,278
Employer contributions (assets) at end of year2022-12-31$1,152,278
Employer contributions (assets) at beginning of year2022-12-31$1,124,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,547,075
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$18,761
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-12-31455497718
2021 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,625,960
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,584,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,518,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,301,760
Value of total assets at end of year2021-12-31$24,097,258
Value of total assets at beginning of year2021-12-31$25,055,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,122
Total interest from all sources2021-12-31$9,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$704,631
Participant contributions at end of year2021-12-31$217,106
Participant contributions at beginning of year2021-12-31$231,392
Participant contributions at end of year2021-12-31$11,202
Participant contributions at beginning of year2021-12-31$9,036
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,103,894
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,025,225
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$470,127
Other income not declared elsewhere2021-12-31$123,216
Administrative expenses (other) incurred2021-12-31$4,893
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$103,113
Total non interest bearing cash at beginning of year2021-12-31$6,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-958,288
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,097,258
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,055,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,201,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,853,846
Interest on participant loans2021-12-31$9,895
Value of interest in common/collective trusts at end of year2021-12-31$1,335,653
Value of interest in common/collective trusts at beginning of year2021-12-31$850,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,173,119
Net investment gain or loss from common/collective trusts2021-12-31$17,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,127,002
Employer contributions (assets) at end of year2021-12-31$1,124,564
Employer contributions (assets) at beginning of year2021-12-31$1,079,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,518,126
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$21,229
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2021-12-31455497718
2020 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,661,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$930
Total income from all sources (including contributions)2020-12-31$3,936,825
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,219,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,129,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,818,086
Value of total assets at end of year2020-12-31$25,055,546
Value of total assets at beginning of year2020-12-31$25,000,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,518
Total interest from all sources2020-12-31$1,980
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$736,641
Participant contributions at end of year2020-12-31$231,392
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$9,036
Participant contributions at beginning of year2020-12-31$50,692
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,025,225
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$690,330
Other income not declared elsewhere2020-12-31$133,518
Administrative expenses (other) incurred2020-12-31$23,528
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$930
Total non interest bearing cash at end of year2020-12-31$6,524
Total non interest bearing cash at beginning of year2020-12-31$2,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,717,414
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,055,546
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,999,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,853,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,533,340
Interest on participant loans2020-12-31$1,980
Value of interest in common/collective trusts at end of year2020-12-31$850,516
Value of interest in common/collective trusts at beginning of year2020-12-31$570,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,968,625
Net investment gain or loss from common/collective trusts2020-12-31$14,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,081,445
Employer contributions (assets) at end of year2020-12-31$1,079,007
Employer contributions (assets) at beginning of year2020-12-31$1,153,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,129,893
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$25,990
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RUSS KIMBERLIN, PLLC
Accountancy firm EIN2020-12-31455497718
2019 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,323,167
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,998,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,908,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,158,016
Value of total assets at end of year2019-12-31$25,000,761
Value of total assets at beginning of year2019-12-31$20,674,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,228
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$766,523
Participant contributions at end of year2019-12-31$50,692
Participant contributions at beginning of year2019-12-31$50,979
Assets. Other investments not covered elsewhere at end of year2019-12-31$690,330
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$499,288
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$235,545
Other income not declared elsewhere2019-12-31$139,166
Administrative expenses (other) incurred2019-12-31$18,356
Liabilities. Value of operating payables at end of year2019-12-31$930
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,337
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,324,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,999,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,674,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$44,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,533,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,672,500
Value of interest in common/collective trusts at end of year2019-12-31$570,552
Value of interest in common/collective trusts at beginning of year2019-12-31$596,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,012,835
Net investment gain or loss from common/collective trusts2019-12-31$13,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,155,948
Employer contributions (assets) at end of year2019-12-31$1,153,510
Employer contributions (assets) at beginning of year2019-12-31$855,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,908,089
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$27,084
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RUSS KIMBERLIN, PLLC
Accountancy firm EIN2019-12-31455497718
2018 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,461,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,500,818
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,648,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,577,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,618,102
Value of total assets at end of year2018-12-31$20,674,981
Value of total assets at beginning of year2018-12-31$16,361,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,008
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$736,592
Participant contributions at end of year2018-12-31$50,979
Participant contributions at beginning of year2018-12-31$54,100
Assets. Other investments not covered elsewhere at end of year2018-12-31$499,288
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$541,966
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,756,174
Other income not declared elsewhere2018-12-31$-42,675
Administrative expenses (other) incurred2018-12-31$9,716
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$852,235
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,674,981
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,361,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,672,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,010,603
Value of interest in common/collective trusts at end of year2018-12-31$596,486
Value of interest in common/collective trusts at beginning of year2018-12-31$781,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,103
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,095,879
Net investment gain or loss from common/collective trusts2018-12-31$21,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,125,336
Employer contributions (assets) at end of year2018-12-31$855,728
Employer contributions (assets) at beginning of year2018-12-31$959,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,577,575
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$20,865
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RUSS KIMBERLIN, PLLC
Accountancy firm EIN2018-12-31455497718
2017 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$58,439
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,210,856
Total unrealized appreciation/depreciation of assets2017-12-31$1,269,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,908,970
Total loss/gain on sale of assets2017-12-31$327,894
Total of all expenses incurred2017-12-31$320,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$268,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,900,314
Value of total assets at end of year2017-12-31$16,361,508
Value of total assets at beginning of year2017-12-31$12,772,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,772
Total interest from all sources2017-12-31$30,623
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$350,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$350,203
Administrative expenses professional fees incurred2017-12-31$51,772
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$694,716
Participant contributions at end of year2017-12-31$54,100
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$541,966
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$452,886
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,857
Other income not declared elsewhere2017-12-31$30,641
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,588,580
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,361,508
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,772,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,010,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,162,188
Value of interest in common/collective trusts at end of year2017-12-31$781,148
Value of interest in common/collective trusts at beginning of year2017-12-31$1,250,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$30,623
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,147,741
Employer contributions (assets) at end of year2017-12-31$959,588
Employer contributions (assets) at beginning of year2017-12-31$876,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$268,618
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,257,245
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,929,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RUSS KIMBERLIN, PLLC
Accountancy firm EIN2017-12-31455497718
2016 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,928,046
Total loss/gain on sale of assets2016-12-31$258,915
Total of all expenses incurred2016-12-31$583,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$533,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,025,767
Value of total assets at end of year2016-12-31$12,772,928
Value of total assets at beginning of year2016-12-31$10,428,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,345
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$278,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$278,030
Administrative expenses professional fees incurred2016-12-31$49,345
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$661,809
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$452,886
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$412,828
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$308,591
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,344,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,772,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,428,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,162,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,376,791
Interest on participant loans2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,250,843
Value of interest in common/collective trusts at beginning of year2016-12-31$785,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,894
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$365,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,055,367
Employer contributions (assets) at end of year2016-12-31$876,791
Employer contributions (assets) at beginning of year2016-12-31$828,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$533,773
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$258,915
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUSS KIMBERLIN, PLLC
Accountancy firm EIN2016-12-31455497718
2015 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,555,335
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$262,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$221,455
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,629,176
Value of total assets at end of year2015-12-31$10,428,000
Value of total assets at beginning of year2015-12-31$9,135,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,880
Total interest from all sources2015-12-31$15,782
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$40,880
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$590,990
Assets. Other investments not covered elsewhere at end of year2015-12-31$412,828
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,145
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,293,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,428,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,135,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,376,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,849,136
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$785,802
Value of interest in common/collective trusts at beginning of year2015-12-31$611,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$23,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$23,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$15,782
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-96,092
Net investment gain or loss from common/collective trusts2015-12-31$6,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$989,041
Employer contributions (assets) at end of year2015-12-31$828,685
Employer contributions (assets) at beginning of year2015-12-31$650,616
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$221,455
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2015-12-31455497718
2014 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,885,365
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,714,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,672,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,328,980
Value of total assets at end of year2014-12-31$9,135,000
Value of total assets at beginning of year2014-12-31$8,963,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,644
Total interest from all sources2014-12-31$3,432
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,198
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$526,659
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$114
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$171,217
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,135,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,963,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$31,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,849,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,204,387
Value of interest in common/collective trusts at end of year2014-12-31$611,575
Value of interest in common/collective trusts at beginning of year2014-12-31$379,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$23,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$505,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$505,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,432
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$249,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$547,857
Net investment gain or loss from common/collective trusts2014-12-31$5,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$802,207
Employer contributions (assets) at end of year2014-12-31$650,616
Employer contributions (assets) at beginning of year2014-12-31$624,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,672,504
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2014-12-31455497718
2013 : ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,432,076
Total loss/gain on sale of assets2013-12-31$58,856
Total of all expenses incurred2013-12-31$99,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,255,594
Value of total assets at end of year2013-12-31$8,963,783
Value of total assets at beginning of year2013-12-31$6,631,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,850
Total interest from all sources2013-12-31$10,452
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$263,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$263,702
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$477,780
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,272,832
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,435
Other income not declared elsewhere2013-12-31$-45,022
Administrative expenses (other) incurred2013-12-31$1,054
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,332,362
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,963,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,631,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$29,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,204,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,825,347
Interest earned on other investments2013-12-31$10,452
Value of interest in common/collective trusts at end of year2013-12-31$379,461
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$505,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,400
Asset value of US Government securities at end of year2013-12-31$249,194
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$825,548
Net investment gain or loss from common/collective trusts2013-12-31$62,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$754,379
Employer contributions (assets) at end of year2013-12-31$624,905
Employer contributions (assets) at beginning of year2013-12-31$530,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,864
Contract administrator fees2013-12-31$10,354
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,668,887
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,610,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2013-12-31455497718

Form 5500 Responses for ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN

2022: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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