401k Plan data: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST plan

THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan Name	THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST
Plan identification number	003

THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

THE SURGICAL CLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name: THE SURGICAL CLINIC, PLLC

Employer identification number (EIN): 621699673

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 WILLIAM H. EDWARDS JR.
003 2016-01-01 WILLIAM H. EDWARDS JR.
003 2015-01-01 WILLIAM H. EDWARDS JR.
003 2014-01-01 WILLIAM H. EDWARDS JR.
003 2013-01-01 WILLIAM H. EDWARDS JR.
003 2012-01-01 WILLIAM H. EDWARDS JR.
003 2011-01-01 WILLIAM H. EDWARDS JR.
003 2010-01-01 WILLIAM H. EDWARDS JR.

Plan id#	Filing Submission Date	Name of Administrator
003	2017-01-01	WILLIAM H. EDWARDS JR.
003	2016-01-01	WILLIAM H. EDWARDS JR.
003	2015-01-01	WILLIAM H. EDWARDS JR.
003	2014-01-01	WILLIAM H. EDWARDS JR.
003	2013-01-01	WILLIAM H. EDWARDS JR.
003	2012-01-01	WILLIAM H. EDWARDS JR.
003	2011-01-01	WILLIAM H. EDWARDS JR.
003	2010-01-01	WILLIAM H. EDWARDS JR.

Plan Statistics for THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST

Measure Date Value
2017: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-09-26 5,417,891
Acturial value of plan assets 2017-09-26 5,417,891
Funding target for retired participants and beneficiaries receiving payment 2017-09-26 0
Number of terminated vested participants 2017-09-26 22
Fundng target for terminated vested participants 2017-09-26 25,800
Active participant vested funding target 2017-09-26 3,983,001
Number of active participants 2017-09-26 120
Total funding liabilities for active participants 2017-09-26 3,996,145
Total participant count 2017-09-26 142
Total funding target for all participants 2017-09-26 4,021,945
Balance at beginning of prior year after applicable adjustments 2017-09-26 135,736
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-26 560,055
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-26 0
Prefunding balanced used to offset prior years funding requirement 2017-09-26 0
Amount remaining of carryover balance 2017-09-26 135,736
Amount remaining of prefunding balance 2017-09-26 560,055
Present value of excess contributions 2017-09-26 695,622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-26 737,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-26 0
Reductions in caryover balances due to elections or deemed elections 2017-09-26 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-26 0
Balance of carryovers at beginning of current year 2017-09-26 137,392
Balance of prefunding at beginning of current year 2017-09-26 566,888
Total employer contributions 2017-09-26 224,852
Total employee contributions 2017-09-26 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-26 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-26 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-26 216,346
Unpaid minimum required contributions for all prior years 2017-09-26 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-26 0
Remaining amount of unpaid minimum required contributions 2017-09-26 0
Minimum required contributions for current year target normal cost 2017-09-26 8,463
Net shortfall amortization installment of oustanding balance 2017-09-26 0
Waiver amortization installment 2017-09-26 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-26 0
Carryover balance elected to use to offset funding requirement 2017-09-26 0
Prefunding balance elected to use to offset funding requirement 2017-09-26 0
Additional cash requirement 2017-09-26 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-26 216,346
Unpaid minimum required contributions for current year 2017-09-26 0
Unpaid minimum required contributions for all years 2017-09-26 0
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 4,720,571
Acturial value of plan assets 2016-12-31 4,720,571
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 64,906
Active participant vested funding target 2016-12-31 3,475,346
Number of active participants 2016-12-31 131
Total funding liabilities for active participants 2016-12-31 3,499,464
Total participant count 2016-12-31 152
Total funding target for all participants 2016-12-31 3,564,370
Balance at beginning of prior year after applicable adjustments 2016-12-31 134,726
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 431,816
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 134,726
Amount remaining of prefunding balance 2016-12-31 431,816
Present value of excess contributions 2016-12-31 667,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 709,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 125,000
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 135,736
Balance of prefunding at beginning of current year 2016-12-31 560,055
Total employer contributions 2016-12-31 737,750
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 695,875
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 460,663
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 253
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 253
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 695,875
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 120
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 119
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 104
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 95
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 87
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 31
Total of all active and inactive participants 2010-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9

Measure	Date	Value
2017: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-09-26	5,417,891
Acturial value of plan assets	2017-09-26	5,417,891
Funding target for retired participants and beneficiaries receiving payment	2017-09-26	0
Number of terminated vested participants	2017-09-26	22
Fundng target for terminated vested participants	2017-09-26	25,800
Active participant vested funding target	2017-09-26	3,983,001
Number of active participants	2017-09-26	120
Total funding liabilities for active participants	2017-09-26	3,996,145
Total participant count	2017-09-26	142
Total funding target for all participants	2017-09-26	4,021,945
Balance at beginning of prior year after applicable adjustments	2017-09-26	135,736
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-26	560,055
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-26	0
Prefunding balanced used to offset prior years funding requirement	2017-09-26	0
Amount remaining of carryover balance	2017-09-26	135,736
Amount remaining of prefunding balance	2017-09-26	560,055
Present value of excess contributions	2017-09-26	695,622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-26	737,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-26	0
Reductions in caryover balances due to elections or deemed elections	2017-09-26	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-26	0
Balance of carryovers at beginning of current year	2017-09-26	137,392
Balance of prefunding at beginning of current year	2017-09-26	566,888
Total employer contributions	2017-09-26	224,852
Total employee contributions	2017-09-26	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-26	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-26	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-26	216,346
Unpaid minimum required contributions for all prior years	2017-09-26	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-26	0
Remaining amount of unpaid minimum required contributions	2017-09-26	0
Minimum required contributions for current year target normal cost	2017-09-26	8,463
Net shortfall amortization installment of oustanding balance	2017-09-26	0
Waiver amortization installment	2017-09-26	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-26	0
Carryover balance elected to use to offset funding requirement	2017-09-26	0
Prefunding balance elected to use to offset funding requirement	2017-09-26	0
Additional cash requirement	2017-09-26	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-26	216,346
Unpaid minimum required contributions for current year	2017-09-26	0
Unpaid minimum required contributions for all years	2017-09-26	0
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	4,720,571
Acturial value of plan assets	2016-12-31	4,720,571
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	64,906
Active participant vested funding target	2016-12-31	3,475,346
Number of active participants	2016-12-31	131
Total funding liabilities for active participants	2016-12-31	3,499,464
Total participant count	2016-12-31	152
Total funding target for all participants	2016-12-31	3,564,370
Balance at beginning of prior year after applicable adjustments	2016-12-31	134,726
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	431,816
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	134,726
Amount remaining of prefunding balance	2016-12-31	431,816
Present value of excess contributions	2016-12-31	667,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	709,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	125,000
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	135,736
Balance of prefunding at beginning of current year	2016-12-31	560,055
Total employer contributions	2016-12-31	737,750
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	695,875
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	460,663
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	253
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	253
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	695,875
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	120
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	119
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	104
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	95
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	87
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	31
Total of all active and inactive participants	2010-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9

Financial Data on THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST

Measure	Date	Value
2017 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-09-26	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-09-26	$0
Total unrealized appreciation/depreciation of assets	2017-09-26	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-26	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-26	$0
Expenses. Interest paid	2017-09-26	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-09-26	$0
Total income from all sources (including contributions)	2017-09-26	$355,599
Total loss/gain on sale of assets	2017-09-26	$0
Total of all expenses incurred	2017-09-26	$5,775,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-26	$5,763,953
Expenses. Certain deemed distributions of participant loans	2017-09-26	$0
Value of total corrective distributions	2017-09-26	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-26	$224,852
Value of total assets at end of year	2017-09-26	$0
Value of total assets at beginning of year	2017-09-26	$5,419,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-26	$11,360
Total income from rents	2017-09-26	$0
Total interest from all sources	2017-09-26	$2,604
Total dividends received (eg from common stock, registered investment company shares)	2017-09-26	$34,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-26	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-09-26	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-26	$34,248
Assets. Real estate other than employer real property at end of year	2017-09-26	$0
Assets. Real estate other than employer real property at beginning of year	2017-09-26	$0
Administrative expenses professional fees incurred	2017-09-26	$1,349
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-09-26	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-09-26	$0
Was this plan covered by a fidelity bond	2017-09-26	Yes
Value of fidelity bond cover	2017-09-26	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-26	$0
Were there any nonexempt tranactions with any party-in-interest	2017-09-26	No
Contributions received from participants	2017-09-26	$0
Participant contributions at end of year	2017-09-26	$0
Participant contributions at beginning of year	2017-09-26	$0
Participant contributions at end of year	2017-09-26	$0
Participant contributions at beginning of year	2017-09-26	$0
Assets. Other investments not covered elsewhere at end of year	2017-09-26	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-09-26	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-26	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-09-26	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-09-26	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-26	$0
Assets. Loans (other than to participants) at end of year	2017-09-26	$0
Assets. Loans (other than to participants) at beginning of year	2017-09-26	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-09-26	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-26	$0
Other income not declared elsewhere	2017-09-26	$0
Administrative expenses (other) incurred	2017-09-26	$39
Liabilities. Value of operating payables at end of year	2017-09-26	$0
Liabilities. Value of operating payables at beginning of year	2017-09-26	$0
Total non interest bearing cash at end of year	2017-09-26	$0
Total non interest bearing cash at beginning of year	2017-09-26	$62,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-26	No
Income. Non cash contributions	2017-09-26	$0
Value of net income/loss	2017-09-26	$-5,419,714
Value of net assets at end of year (total assets less liabilities)	2017-09-26	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-09-26	$5,419,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-26	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-26	No
Were any leases to which the plan was party in default or uncollectible	2017-09-26	No
Assets. partnership/joint venture interests at end of year	2017-09-26	$0
Assets. partnership/joint venture interests at beginning of year	2017-09-26	$0
Investment advisory and management fees	2017-09-26	$9,972
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-26	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-26	$4,312,186
Value of interest in pooled separate accounts at end of year	2017-09-26	$0
Value of interest in pooled separate accounts at beginning of year	2017-09-26	$0
Interest on participant loans	2017-09-26	$0
Income. Interest from loans (other than to participants)	2017-09-26	$0
Interest earned on other investments	2017-09-26	$0
Income. Interest from US Government securities	2017-09-26	$0
Income. Interest from corporate debt instruments	2017-09-26	$0
Value of interest in master investment trust accounts at end of year	2017-09-26	$0
Value of interest in master investment trust accounts at beginning of year	2017-09-26	$0
Value of interest in common/collective trusts at end of year	2017-09-26	$0
Value of interest in common/collective trusts at beginning of year	2017-09-26	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-09-26	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-09-26	$484,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-09-26	$484,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-09-26	$2,604
Assets. Value of investments in 103.12 investment entities at end of year	2017-09-26	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-09-26	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-26	$0
Asset value of US Government securities at end of year	2017-09-26	$0
Asset value of US Government securities at beginning of year	2017-09-26	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-26	$93,895
Net investment gain/loss from pooled separate accounts	2017-09-26	$0
Net investment gain or loss from common/collective trusts	2017-09-26	$0
Net gain/loss from 103.12 investment entities	2017-09-26	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-26	Yes
Was there a failure to transmit to the plan any participant contributions	2017-09-26	No
Has the plan failed to provide any benefit when due under the plan	2017-09-26	No
Contributions received in cash from employer	2017-09-26	$224,852
Employer contributions (assets) at end of year	2017-09-26	$0
Employer contributions (assets) at beginning of year	2017-09-26	$560,373
Income. Dividends from preferred stock	2017-09-26	$0
Income. Dividends from common stock	2017-09-26	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-26	$5,763,953
Asset. Corporate debt instrument preferred debt at end of year	2017-09-26	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-09-26	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-09-26	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-09-26	$0
Contract administrator fees	2017-09-26	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-09-26	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-09-26	$0
Liabilities. Value of benefit claims payable at end of year	2017-09-26	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-09-26	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-09-26	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-09-26	$0
Did the plan have assets held for investment	2017-09-26	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-26	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-26	Yes
Aggregate proceeds on sale of assets	2017-09-26	$0
Aggregate carrying amount (costs) on sale of assets	2017-09-26	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-09-26	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-09-26	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-26	No
Opinion of an independent qualified public accountant for this plan	2017-09-26	Unqualified
Accountancy firm name	2017-09-26	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-09-26	721396621
2016 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$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	$3,127
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$793,552
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$104,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$95,947
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$737,750
Value of total assets at end of year	2016-12-31	$5,419,714
Value of total assets at beginning of year	2016-12-31	$4,733,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,463
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$33
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$109,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$109,378
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$62,687
Total non interest bearing cash at beginning of year	2016-12-31	$161,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$689,142
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,419,714
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,730,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$8,463
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,312,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,977,799
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$484,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$229,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$229,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$33
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-53,609
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$737,750
Employer contributions (assets) at end of year	2016-12-31	$560,373
Employer contributions (assets) at beginning of year	2016-12-31	$364,411
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$95,947
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$3,127
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-12-31	721396621
2015 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$739,844
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$25,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$15,635
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$708,916
Value of total assets at end of year	2015-12-31	$4,733,699
Value of total assets at beginning of year	2015-12-31	$4,016,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,110
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$27
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$172,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$172,446
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$161,761
Total non interest bearing cash at beginning of year	2015-12-31	$2,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$714,099
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,730,572
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,016,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$10,110
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,977,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,660,302
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$229,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$181,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$181,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$27
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-141,545
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$708,916
Employer contributions (assets) at end of year	2015-12-31	$364,411
Employer contributions (assets) at beginning of year	2015-12-31	$171,487
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$15,635
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$3,127
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2015-12-31	621016830
2014 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$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
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$733,607
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$188,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$180,091
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$650,980
Value of total assets at end of year	2014-12-31	$4,016,473
Value of total assets at beginning of year	2014-12-31	$3,471,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,809
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$20
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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$2,782
Total non interest bearing cash at beginning of year	2014-12-31	$2,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$544,707
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,016,473
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,471,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$8,809
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,660,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,192,695
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$181,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$136,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$136,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$20
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$82,607
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$650,980
Employer contributions (assets) at end of year	2014-12-31	$171,487
Employer contributions (assets) at beginning of year	2014-12-31	$139,977
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$180,091
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2014-12-31	621016830
2013 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-768
Total unrealized appreciation/depreciation of assets	2013-12-31	$-768
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
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$675,799
Total loss/gain on sale of assets	2013-12-31	$789
Total of all expenses incurred	2013-12-31	$180,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$172,833
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$543,505
Value of total assets at end of year	2013-12-31	$3,471,766
Value of total assets at beginning of year	2013-12-31	$2,976,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,558
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$168
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$124,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$124,331
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$2,896
Total non interest bearing cash at beginning of year	2013-12-31	$2,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$495,408
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,471,766
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,976,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$7,558
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,192,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,596,089
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$150
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$136,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$227,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$227,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$18
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,774
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$543,505
Employer contributions (assets) at end of year	2013-12-31	$139,977
Employer contributions (assets) at beginning of year	2013-12-31	$127,116
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$172,833
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$24,096
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$24,117
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$23,328
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2013-12-31	621016830
2012 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$738
Total unrealized appreciation/depreciation of assets	2012-12-31	$738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$678,415
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$247,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$240,863
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$483,364
Value of total assets at end of year	2012-12-31	$2,976,358
Value of total assets at beginning of year	2012-12-31	$2,545,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,521
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$566
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$47,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$47,807
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$2,033
Total non interest bearing cash at beginning of year	2012-12-31	$2,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$431,031
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,976,358
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,545,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$6,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,596,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,203,661
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$551
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$227,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$193,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$193,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$15
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$145,940
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$483,364
Employer contributions (assets) at end of year	2012-12-31	$127,116
Employer contributions (assets) at beginning of year	2012-12-31	$122,339
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$240,863
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$24,096
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$23,358
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2012-12-31	621016830
2011 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$30
Total unrealized appreciation/depreciation of assets	2011-12-31	$30
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,573
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$488,694
Total loss/gain on sale of assets	2011-12-31	$-25,389
Total of all expenses incurred	2011-12-31	$535,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$529,712
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$488,815
Value of total assets at end of year	2011-12-31	$2,545,327
Value of total assets at beginning of year	2011-12-31	$2,594,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,945
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$1,836
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$45,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$45,976
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$2,924
Total non interest bearing cash at beginning of year	2011-12-31	$141,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-46,963
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,545,327
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,592,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$5,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,203,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,299,722
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$1,824
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$193,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$9,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$9,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-22,574
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$488,815
Employer contributions (assets) at end of year	2011-12-31	$122,339
Employer contributions (assets) at beginning of year	2011-12-31	$144,981
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$529,712
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$23,358
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$2,573
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$342,517
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$367,906
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2011-12-31	621016830
2010 : THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$130
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$130
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$660,333
Total loss/gain on sale of assets	2010-12-31	$904
Total of all expenses incurred	2010-12-31	$246,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$244,198
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$552,300
Value of total assets at end of year	2010-12-31	$2,594,863
Value of total assets at beginning of year	2010-12-31	$2,178,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,947
Total interest from all sources	2010-12-31	$397
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$65,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$65,175
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$141,064
Total non interest bearing cash at beginning of year	2010-12-31	$441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$414,188
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,592,290
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,178,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$1,947
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,299,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,757,748
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$385
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$9,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$268,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$268,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$18,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$41,427
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$552,300
Employer contributions (assets) at end of year	2010-12-31	$144,981
Employer contributions (assets) at beginning of year	2010-12-31	$132,248
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$244,198
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$2,573
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$22,309
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$21,405
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PRICE CPAS, PLLC
Accountancy firm EIN	2010-12-31	621016830

Form 5500 Responses for THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST

2017: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE SURGICAL CLINIC CASH BALANCE PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE SURGICAL CLINIC, PLLC
Employer identification number (EIN):	621699673
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)