401k Plan data: SURGICAL CLINIC, P.C. PROFIT SHARING PLAN plan

SURGICAL CLINIC, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL CLINIC, P.C. PROFIT SHARING PLAN
Plan identification number	003

SURGICAL CLINIC, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SURGICAL CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL CLINIC, P.C.

Employer identification number (EIN): 630694006

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL CLINIC, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JAMES NORMAN 2018-04-30
003 2016-01-01 JAMES NORMAN 2017-06-21
003 2015-01-01 JAMES NORMAN 2016-08-17 JAMES NORMAN 2016-08-17
003 2014-01-01 JAMES E. NORMAN 2015-07-29 JAMES E. NORMAN 2015-07-29
003 2013-01-01 JOHN THOMAS 2014-07-16 JOHN THOMAS 2014-07-16
003 2012-01-01 JOHN S THOMAS 2013-07-29 JOHN S THOMAS 2013-07-29
003 2011-01-01 WILLIAM K ADKINS 2012-04-13 WILLIAM K ADKINS 2012-04-13
003 2010-01-01 W. KEITH ADKINS 2011-06-20 W. KEITH ADKINS 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	JAMES NORMAN	2018-04-30
003	2016-01-01	JAMES NORMAN	2017-06-21
003	2015-01-01	JAMES NORMAN	2016-08-17	JAMES NORMAN	2016-08-17
003	2014-01-01	JAMES E. NORMAN	2015-07-29	JAMES E. NORMAN	2015-07-29
003	2013-01-01	JOHN THOMAS	2014-07-16	JOHN THOMAS	2014-07-16
003	2012-01-01	JOHN S THOMAS	2013-07-29	JOHN S THOMAS	2013-07-29
003	2011-01-01	WILLIAM K ADKINS	2012-04-13	WILLIAM K ADKINS	2012-04-13
003	2010-01-01	W. KEITH ADKINS	2011-06-20	W. KEITH ADKINS	2011-06-20

Financial Data on SURGICAL CLINIC, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : SURGICAL CLINIC, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-08	2128907
Net assets as of the end of the plan year	2025-07-08	12644708
Total assets as of the beginning of the plan year	2025-07-08	12638767
Value of plan covered by a fidelity bond	2025-07-08	500000
Participant contributions to plan in this plan year	2025-07-08	45848
Other income to plan in this plan year	2025-07-08	1623235
Plan net income in this plan year	2025-07-08	5941
Net assets as of the end of the plan year	2025-07-08	12644708
Net assets as of the beginning of the plan year	2025-07-08	12638767
Employer contributions to plan in this plan year	2025-07-08	465765
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-08	72938
2024 : SURGICAL CLINIC, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-16	415010
Net assets as of the end of the plan year	2024-07-16	12638767
Total assets as of the beginning of the plan year	2024-07-16	10830159
Value of plan covered by a fidelity bond	2024-07-16	500000
Participant contributions to plan in this plan year	2024-07-16	35731
Other contributions to plan in this plan year	2024-07-16	0
Other income to plan in this plan year	2024-07-16	1723331
Plan net income in this plan year	2024-07-16	1808608
Net assets as of the end of the plan year	2024-07-16	12638767
Net assets as of the beginning of the plan year	2024-07-16	10830159
Employer contributions to plan in this plan year	2024-07-16	464556
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-16	66511
2022 : SURGICAL CLINIC, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-10	0
Total expenses incurred by plan in this plan year	2022-06-10	313874
Net assets as of the end of the plan year	2022-06-10	12330516
Total assets as of the beginning of the plan year	2022-06-10	10847530
Value of plan covered by a fidelity bond	2022-06-10	500000
Participant contributions to plan in this plan year	2022-06-10	41782
Other expenses paid from plan in this plan year	2022-06-10	0
Other contributions to plan in this plan year	2022-06-10	14128
Other income to plan in this plan year	2022-06-10	1362074
Plan net income in this plan year	2022-06-10	1482986
Net assets as of the end of the plan year	2022-06-10	12330516
Net assets as of the beginning of the plan year	2022-06-10	10847530
Employer contributions to plan in this plan year	2022-06-10	378876
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-10	66434

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Company Name:	SURGICAL CLINIC, P.C.
Employer identification number (EIN):	630694006
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)