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SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN
Plan identification number 002

SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

SUMMIT SURGICAL & ENDOSCOPY PC has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT SURGICAL & ENDOSCOPY PC
Employer identification number (EIN):382063617
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVEN TERRIAN MD2024-10-02
0022022-01-01STEVEN TERRIAN MD2023-10-11
0022021-01-01STEVEN TERRIAN MD2022-10-04
0022020-01-01STEVEN TERRIAN MD2021-10-14
0022019-01-01STEVEN TERRIAN MD2020-10-14
0022018-01-01STEVEN TERRIAN MD2019-10-10
0022017-01-01STEVEN TERRIAN MD2018-07-25
0022016-01-01STEVEN TERRIAN MD2017-07-24
0022015-01-01STEVEN TERRIAN MD2016-10-03
0022014-01-01DANIEL CECCONI MD2015-10-14
0022013-01-01DANIEL CECCONI MD2014-07-23
0022012-01-01DANIEL CECCONI MD
0022011-01-01RICHARD D CECCONI MD
0022010-01-01RICHARD D CECCONI MD
0022009-01-01RICHARD D CECCONI MD

Financial Data on SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

Measure Date Value
2025 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-136034
Net assets as of the end of the plan year2025-10-133184919
Total assets as of the beginning of the plan year2025-10-132660922
Value of plan covered by a fidelity bond2025-10-13250000
Participant contributions to plan in this plan year2025-10-1393517
Other income to plan in this plan year2025-10-13271829
Plan net income in this plan year2025-10-13523997
Net assets as of the end of the plan year2025-10-133184919
Net assets as of the beginning of the plan year2025-10-132660922
Employer contributions to plan in this plan year2025-10-13164685
2024 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-09248384
Net assets as of the end of the plan year2024-10-092660922
Total assets as of the beginning of the plan year2024-10-092351324
Value of plan covered by a fidelity bond2024-10-09250000
Participant contributions to plan in this plan year2024-10-0994480
Other contributions to plan in this plan year2024-10-09400
Other income to plan in this plan year2024-10-09304934
Plan net income in this plan year2024-10-09309598
Net assets as of the end of the plan year2024-10-092660922
Net assets as of the beginning of the plan year2024-10-092351324
Employer contributions to plan in this plan year2024-10-09158168
2022 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-049679
Net assets as of the end of the plan year2022-10-043027898
Total assets as of the beginning of the plan year2022-10-042582412
Value of plan covered by a fidelity bond2022-10-04250000
Participant contributions to plan in this plan year2022-10-0475783
Other income to plan in this plan year2022-10-04282475
Plan net income in this plan year2022-10-04445486
Net assets as of the end of the plan year2022-10-043027898
Net assets as of the beginning of the plan year2022-10-042582412
Employer contributions to plan in this plan year2022-10-0496907
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-04101
2012 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$706,510
Expenses. Total of all expenses incurred2012-12-31$291,000
Benefits paid (including direct rollovers)2012-12-31$262,817
Total plan assets at end of year2012-12-31$4,195,289
Total plan assets at beginning of year2012-12-31$3,779,779
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$442,088
Net income (gross income less expenses)2012-12-31$415,510
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,195,289
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,779,779
Total contributions received or receivable from employer(s)2012-12-31$264,422
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$28,183
2011 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$177,155
Expenses. Total of all expenses incurred2011-12-31$27,431
Total plan assets at end of year2011-12-31$3,779,779
Total plan assets at beginning of year2011-12-31$3,630,055
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$-77,766
Net income (gross income less expenses)2011-12-31$149,724
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,779,779
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,630,055
Total contributions received or receivable from employer(s)2011-12-31$254,921
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$27,431
2010 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$515,336
Expenses. Total of all expenses incurred2010-12-31$23,798
Total plan assets at end of year2010-12-31$3,630,055
Total plan assets at beginning of year2010-12-31$3,138,517
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$259,856
Net income (gross income less expenses)2010-12-31$491,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,630,055
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,138,517
Total contributions received or receivable from employer(s)2010-12-31$255,480
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23,798

Form 5500 Responses for SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

2012: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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