MEDICAL & SURGICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-01 | 2358771 |
| Net assets as of the end of the plan year | 2025-04-01 | 4367517 |
| Total assets as of the beginning of the plan year | 2025-04-01 | 5414592 |
| Value of plan covered by a fidelity bond | 2025-04-01 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-01 | 259569 |
| Value of participant loans at end of plan year | 2025-04-01 | 33596 |
| Other contributions to plan in this plan year | 2025-04-01 | 0 |
| Other income to plan in this plan year | 2025-04-01 | 921959 |
| Plan net income in this plan year | 2025-04-01 | -1047075 |
| Net assets as of the end of the plan year | 2025-04-01 | 4367517 |
| Net assets as of the beginning of the plan year | 2025-04-01 | 5414592 |
| Employer contributions to plan in this plan year | 2025-04-01 | 130168 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-01 | 14284 |
| 2024 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-03-11 | 117042 |
| Net assets as of the end of the plan year | 2024-03-11 | 5414592 |
| Total assets as of the beginning of the plan year | 2024-03-11 | 4169664 |
| Value of plan covered by a fidelity bond | 2024-03-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-11 | 290264 |
| Value of participant loans at end of plan year | 2024-03-11 | 15105 |
| Other contributions to plan in this plan year | 2024-03-11 | 0 |
| Other income to plan in this plan year | 2024-03-11 | 933028 |
| Plan net income in this plan year | 2024-03-11 | 1244928 |
| Net assets as of the end of the plan year | 2024-03-11 | 5414592 |
| Net assets as of the beginning of the plan year | 2024-03-11 | 4169664 |
| Employer contributions to plan in this plan year | 2024-03-11 | 138678 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-11 | 12389 |
| 2022 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-01-26 | 1164747 |
| Net assets as of the end of the plan year | 2022-01-26 | 5291679 |
| Total assets as of the beginning of the plan year | 2022-01-26 | 5253303 |
| Value of plan covered by a fidelity bond | 2022-01-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-01-26 | 259181 |
| Value of participant loans at end of plan year | 2022-01-26 | 1458 |
| Other income to plan in this plan year | 2022-01-26 | 819146 |
| Plan net income in this plan year | 2022-01-26 | 38376 |
| Net assets as of the end of the plan year | 2022-01-26 | 5291679 |
| Net assets as of the beginning of the plan year | 2022-01-26 | 5253303 |
| Employer contributions to plan in this plan year | 2022-01-26 | 124796 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-01-26 | 14861 |
| 2017 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $627,752 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $255,140 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $227,703 |
| Total plan assets at end of year | 2017-12-31 | $3,554,891 |
| Total plan assets at beginning of year | 2017-12-31 | $3,182,279 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $192,381 |
| Other income received | 2017-12-31 | $351,842 |
| Net income (gross income less expenses) | 2017-12-31 | $372,612 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,554,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,182,279 |
| Assets. Value of participant loans | 2017-12-31 | $13,656 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $83,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,437 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $396,355 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $76,766 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $57,569 |
| Total plan assets at end of year | 2016-12-31 | $3,182,279 |
| Total plan assets at beginning of year | 2016-12-31 | $2,862,690 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $186,043 |
| Other income received | 2016-12-31 | $142,966 |
| Net income (gross income less expenses) | 2016-12-31 | $319,589 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,182,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,862,690 |
| Assets. Value of participant loans | 2016-12-31 | $22,752 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $112,056 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $67,346 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,197 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $237,669 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $75,695 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $60,294 |
| Total plan assets at end of year | 2015-12-31 | $2,871,520 |
| Total plan assets at beginning of year | 2015-12-31 | $2,709,546 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $185,428 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $800 |
| Other income received | 2015-12-31 | $-30,958 |
| Net income (gross income less expenses) | 2015-12-31 | $161,974 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,871,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,709,546 |
| Assets. Value of participant loans | 2015-12-31 | $26,784 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $112,056 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $83,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $15,401 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $569,476 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $322,950 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $307,527 |
| Total plan assets at end of year | 2014-12-31 | $2,709,546 |
| Total plan assets at beginning of year | 2014-12-31 | $2,463,020 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $164,634 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $187,420 |
| Other income received | 2014-12-31 | $140,241 |
| Net income (gross income less expenses) | 2014-12-31 | $246,526 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,709,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,463,020 |
| Assets. Value of participant loans | 2014-12-31 | $30,565 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $123,805 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $77,181 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,423 |
| 2013 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $807,698 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $70,032 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $61,375 |
| Total plan assets at end of year | 2013-12-31 | $2,463,020 |
| Total plan assets at beginning of year | 2013-12-31 | $1,725,354 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $194,445 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $80,119 |
| Other income received | 2013-12-31 | $441,970 |
| Net income (gross income less expenses) | 2013-12-31 | $737,666 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,463,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,725,354 |
| Assets. Value of participant loans | 2013-12-31 | $16,721 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $123,805 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $91,164 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,657 |
| 2012 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $361,546 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $72,605 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $64,823 |
| Total plan assets at end of year | 2012-12-31 | $1,725,354 |
| Total plan assets at beginning of year | 2012-12-31 | $1,436,413 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $191,002 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $81,468 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $288,941 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,725,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,436,413 |
| Assets. Value of participant loans | 2012-12-31 | $10,749 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $149,088 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $89,076 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,782 |
| 2011 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $132,198 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $79,437 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $69,996 |
| Total plan assets at end of year | 2011-12-31 | $1,436,413 |
| Total plan assets at beginning of year | 2011-12-31 | $1,383,652 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $171,623 |
| Other income received | 2011-12-31 | $-117,814 |
| Net income (gross income less expenses) | 2011-12-31 | $52,761 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,436,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,383,652 |
| Assets. Value of participant loans | 2011-12-31 | $5,707 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $193,640 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $78,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,441 |
| 2017: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
