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TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

TAMPA BAY SURGICAL GROUP LLP has sponsored the creation of one or more 401k plans.

Company Name:TAMPA BAY SURGICAL GROUP LLP
Employer identification number (EIN):208405765
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01KAREN WALKER2016-04-29
0012014-01-01KAREN WALKER2015-06-22
0012013-01-01KAREN WALKER2014-06-02
0012012-01-01KAREN WALKER2013-05-23
0012011-01-01TAMPA BAY SURGICAL GROUP LLP

Financial Data on TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-211362878
Net assets as of the end of the plan year2025-07-2118172737
Total assets as of the beginning of the plan year2025-07-2115934415
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-21567875
Value of participant loans at end of plan year2025-07-2143963
Other contributions to plan in this plan year2025-07-21109350
Other income to plan in this plan year2025-07-212036407
Plan net income in this plan year2025-07-212238322
Net assets as of the end of the plan year2025-07-2118172737
Net assets as of the beginning of the plan year2025-07-2115934415
Employer contributions to plan in this plan year2025-07-21887568
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21119304
2024 : TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-17374987
Net assets as of the end of the plan year2024-07-1715934415
Total assets as of the beginning of the plan year2024-07-1711749321
Value of plan covered by a fidelity bond2024-07-17500000
Participant contributions to plan in this plan year2024-07-17488583
Value of participant loans at end of plan year2024-07-17107293
Other contributions to plan in this plan year2024-07-171057710
Other income to plan in this plan year2024-07-172226197
Plan net income in this plan year2024-07-174185094
Net assets as of the end of the plan year2024-07-1715934415
Net assets as of the beginning of the plan year2024-07-1711749321
Employer contributions to plan in this plan year2024-07-17787591
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17101776
2011 : TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,246,895
Expenses. Total of all expenses incurred2011-12-31$20,671
Benefits paid (including direct rollovers)2011-12-31$20,541
Total plan assets at end of year2011-12-31$1,226,224
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$138,307
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$6,847
Other income received2011-12-31$1,032,305
Net income (gross income less expenses)2011-12-31$1,226,224
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,226,224
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of participant loans2011-12-31$3,880
Total contributions received or receivable from employer(s)2011-12-31$69,436
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST

2011: TAMPA BAY SURGICAL GROUP LLP 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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