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TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 401k Plan overview

Plan NameTRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN
Plan identification number 001

TRI STATE SURGERY CENTER, LLC 401(K) P/S 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRI STATE SURGERY CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRI STATE SURGERY CENTER, LLC
Employer identification number (EIN):562317091
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN CAFFREY2024-07-17
0012022-01-01WILLIAM (BILL) SANTEL2023-03-16
0012022-01-01WILLIAM (BILL) SANTEL2023-04-28
0012021-01-01WILLIAM (BILL) SANTEL2022-04-01
0012020-01-01WILLIAM (BILL) SANTEL2021-08-12
0012018-01-01WILLIAM (BILL) SANTEL2019-06-20
0012017-01-01WILLIAM (BILL) SANTEL2018-07-10
0012016-01-01WILLIAM (BILL) SANTEL2017-05-23
0012015-01-01WILLIAM (BILL) SANTEL2016-06-22
0012014-01-01WILLIAM (BILL) SANTEL2015-06-30
0012013-01-01TRACY NAGY2014-10-02
0012012-01-01TRACY NAGY, RN, BSN, MSN,2013-10-11
0012011-01-01SHELLEY LAFFERTY2012-05-17
0012010-01-01SHELLEY LAFFERTY2011-03-09

Plan Statistics for TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN

401k plan membership statisitcs for TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN

Measure Date Value
2025: TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2563
Total number of particpants at end of year2025-04-2561
Number of Participants With Account Balances2025-04-2559
2024: TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1767
Total number of particpants at end of year2024-07-1763
Number of Participants With Account Balances2024-07-1761
2022: TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-0161
Total number of particpants at end of year2022-04-0158
Number of Participants With Account Balances2022-04-0158

Financial Data on TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN

Measure Date Value
2025 : TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-2579370
Net assets as of the end of the plan year2025-04-252033248
Total assets as of the beginning of the plan year2025-04-251752835
Value of plan covered by a fidelity bond2025-04-251000000
Participant contributions to plan in this plan year2025-04-2577585
Value of participant loans at end of plan year2025-04-2538036
Other income to plan in this plan year2025-04-25228353
Plan net income in this plan year2025-04-25280413
Net assets as of the end of the plan year2025-04-252033248
Net assets as of the beginning of the plan year2025-04-251752835
Employer contributions to plan in this plan year2025-04-2553845
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-258606
2024 : TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1753211
Net assets as of the end of the plan year2024-07-171752835
Total assets as of the beginning of the plan year2024-07-171395558
Value of plan covered by a fidelity bond2024-07-171000000
Participant contributions to plan in this plan year2024-07-1793382
Value of participant loans at end of plan year2024-07-1712869
Other income to plan in this plan year2024-07-17255327
Plan net income in this plan year2024-07-17357277
Net assets as of the end of the plan year2024-07-171752835
Net assets as of the beginning of the plan year2024-07-171395558
Employer contributions to plan in this plan year2024-07-1761779
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-178247
2022 : TRI STATE SURGERY CENTER, LLC 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-01221497
Net assets as of the end of the plan year2022-04-011578303
Total assets as of the beginning of the plan year2022-04-011461580
Value of plan covered by a fidelity bond2022-04-01150000
Participant contributions to plan in this plan year2022-04-0176705
Value of participant loans at end of plan year2022-04-0154013
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-0132429
Other income to plan in this plan year2022-04-01175916
Plan net income in this plan year2022-04-01116723
Net assets as of the end of the plan year2022-04-011578303
Net assets as of the beginning of the plan year2022-04-011461580
Employer contributions to plan in this plan year2022-04-0153170
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-015269

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