401k Plan data: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN plan

UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN
Plan identification number	003

UNIVERSITY SURGICAL ASSOCIATES PC 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

UNIVERSITY SURGICAL ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY SURGICAL ASSOCIATES PC

Employer identification number (EIN): 631173805

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

Additional information about UNIVERSITY SURGICAL ASSOCIATES PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1980-12-02

Company Identification Number: 601589

Legal Registered Office Address: 818 SAINT SEBASTIAN WAY STE408
Suite 408
AUGUSTA
United States of America (USA)
30901-2654

More information about UNIVERSITY SURGICAL ASSOCIATES PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 MICHAEL JAMES 2023-08-10
003 2021-01-01 MICHAEL JAMES 2022-09-16
003 2020-01-01 CHARLES GROSS 2021-05-21
003 2019-01-01 CHARLES GROSS 2020-07-21
003 2018-01-01 CHARLES GROSS 2019-06-17
003 2017-01-01 CHARLES GROSS 2018-06-12
003 2016-01-01 CHARLES GROSS 2017-05-23
003 2015-01-01 CHARLES GROSS 2016-06-09
003 2014-01-01 CHARLES GROSS 2015-08-31
003 2013-01-01 CHARLES GROSS 2014-07-29
003 2012-01-01 CHARLES GROSS 2013-10-11
003 2011-01-01 LEE THOMAS
003 2010-01-01 LEE THOMAS
003 2009-01-01 LEE THOMAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	MICHAEL JAMES	2023-08-10
003	2021-01-01	MICHAEL JAMES	2022-09-16
003	2020-01-01	CHARLES GROSS	2021-05-21
003	2019-01-01	CHARLES GROSS	2020-07-21
003	2018-01-01	CHARLES GROSS	2019-06-17
003	2017-01-01	CHARLES GROSS	2018-06-12
003	2016-01-01	CHARLES GROSS	2017-05-23
003	2015-01-01	CHARLES GROSS	2016-06-09
003	2014-01-01	CHARLES GROSS	2015-08-31
003	2013-01-01	CHARLES GROSS	2014-07-29
003	2012-01-01	CHARLES GROSS	2013-10-11
003	2011-01-01	LEE THOMAS
003	2010-01-01	LEE THOMAS
003	2009-01-01	LEE THOMAS

Plan Statistics for UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN

Measure Date Value
2011: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 2
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	2
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN

Measure	Date	Value
2011 : UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$225,474
Expenses. Total of all expenses incurred	2011-12-31	$266
Benefits paid (including direct rollovers)	2011-12-31	$104
Total plan assets at end of year	2011-12-31	$3,133,118
Total plan assets at beginning of year	2011-12-31	$2,907,910
Value of fidelity bond covering the plan	2011-12-31	$240,000
Total contributions received or receivable from participants	2011-12-31	$82,179
Expenses. Other expenses not covered elsewhere	2011-12-31	$87
Other income received	2011-12-31	$-18,207
Net income (gross income less expenses)	2011-12-31	$225,208
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,133,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,907,910
Total contributions received or receivable from employer(s)	2011-12-31	$161,502
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$75
2010 : UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$584,415
Expenses. Total of all expenses incurred	2010-12-31	$7,729
Benefits paid (including direct rollovers)	2010-12-31	$7,653
Total plan assets at end of year	2010-12-31	$2,907,910
Total plan assets at beginning of year	2010-12-31	$2,331,224
Value of fidelity bond covering the plan	2010-12-31	$240,000
Total contributions received or receivable from participants	2010-12-31	$83,173
Expenses. Other expenses not covered elsewhere	2010-12-31	$1
Other income received	2010-12-31	$339,500
Net income (gross income less expenses)	2010-12-31	$576,686
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,907,910
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,331,224
Total contributions received or receivable from employer(s)	2010-12-31	$161,742
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$75

Form 5500 Responses for UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN

2011: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 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
2009: UNIVERSITY SURGICAL ASSOCIATES PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY SURGICAL ASSOCIATES PC
Employer identification number (EIN):	631173805
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1980-12-02
Company Identification Number:	601589
Legal Registered Office Address:	818 SAINT SEBASTIAN WAY STE408 Suite 408 AUGUSTA United States of America (USA) 30901-2654