401k Plan data: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN plan

THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 401k Plan overview

Plan Name	THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN
Plan identification number	001

THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SURGERY CENTER OF OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name: SURGERY CENTER OF OKLAHOMA

Employer identification number (EIN): 731415709

NAIC Classification: 621493
NAIC Description: Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERESA SULLIVAN 2023-07-14 TERESA SULLIVAN 2023-07-14
001 2021-01-01 TERESA SULLIVAN 2022-10-11 G. KEITH SMITH, MD 2022-10-11
001 2020-01-01 TERESA SULLIVAN 2021-09-30
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERESA SULLIVAN
001 2016-01-01 TERESA SULLIVAN
001 2015-01-01 TERESA EDWARDS
001 2014-01-01 TERESA EDWARDS
001 2013-01-01 TERESA EDWARDS
001 2012-01-01 TERESA EDWARDS
001 2011-01-01 TERESA EDWARDS
001 2010-01-01 TERESA EDWARDS
001 2009-01-01 TERESA EDWARDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERESA SULLIVAN	2023-07-14	TERESA SULLIVAN	2023-07-14
001	2021-01-01	TERESA SULLIVAN	2022-10-11	G. KEITH SMITH, MD	2022-10-11
001	2020-01-01	TERESA SULLIVAN	2021-09-30
001	2019-01-01
001	2018-01-01
001	2017-01-01	TERESA SULLIVAN
001	2016-01-01	TERESA SULLIVAN
001	2015-01-01	TERESA EDWARDS
001	2014-01-01	TERESA EDWARDS
001	2013-01-01	TERESA EDWARDS
001	2012-01-01	TERESA EDWARDS
001	2011-01-01	TERESA EDWARDS
001	2010-01-01	TERESA EDWARDS
001	2009-01-01	TERESA EDWARDS

Plan Statistics for THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN

401k plan membership statisitcs for THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN

Measure Date Value
2022: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 49
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 66
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 72
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 52
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 69
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 81
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 87
Number of participants with account balances 2019-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 38
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 42
Number of participants with account balances 2018-01-01 42
2017: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
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 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 42
2016: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
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 0
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
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 0
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
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 0
Total of all active and inactive participants 2014-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 43
Number of participants with account balances 2014-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 46
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
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 3
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
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 5
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 36
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 3
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
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 3
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	49
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	66
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	72
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	52
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	69
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	81
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	87
Number of participants with account balances	2019-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	38
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	42
Number of participants with account balances	2018-01-01	42
2017: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
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	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	42
2016: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
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	0
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
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	0
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
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	0
Total of all active and inactive participants	2014-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	43
Number of participants with account balances	2014-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	46
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
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	3
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
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	5
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	36
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	3
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
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	3
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN

Measure	Date	Value
2022 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-310,307
Expenses. Total of all expenses incurred	2022-12-31	$201,124
Benefits paid (including direct rollovers)	2022-12-31	$197,715
Total plan assets at end of year	2022-12-31	$4,307,692
Total plan assets at beginning of year	2022-12-31	$4,819,123
Value of fidelity bond covering the plan	2022-12-31	$450,000
Total contributions received or receivable from participants	2022-12-31	$153,949
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-540,642
Net income (gross income less expenses)	2022-12-31	$-511,431
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,307,692
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,819,123
Assets. Value of participant loans	2022-12-31	$91,392
Total contributions received or receivable from employer(s)	2022-12-31	$76,386
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,409
2021 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$723,560
Expenses. Total of all expenses incurred	2021-12-31	$740,302
Benefits paid (including direct rollovers)	2021-12-31	$735,547
Total plan assets at end of year	2021-12-31	$4,819,123
Total plan assets at beginning of year	2021-12-31	$4,835,865
Value of fidelity bond covering the plan	2021-12-31	$450,000
Total contributions received or receivable from participants	2021-12-31	$147,589
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$502,794
Net income (gross income less expenses)	2021-12-31	$-16,742
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,819,123
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,835,865
Assets. Value of participant loans	2021-12-31	$96,757
Total contributions received or receivable from employer(s)	2021-12-31	$73,177
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,755
2020 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$693,968
Expenses. Total of all expenses incurred	2020-12-31	$31,762
Benefits paid (including direct rollovers)	2020-12-31	$30,000
Total plan assets at end of year	2020-12-31	$4,835,865
Total plan assets at beginning of year	2020-12-31	$4,173,659
Value of fidelity bond covering the plan	2020-12-31	$450,000
Total contributions received or receivable from participants	2020-12-31	$143,741
Contributions received from other sources (not participants or employers)	2020-12-31	$32,591
Other income received	2020-12-31	$446,683
Net income (gross income less expenses)	2020-12-31	$662,206
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,835,865
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,173,659
Assets. Value of participant loans	2020-12-31	$81,685
Total contributions received or receivable from employer(s)	2020-12-31	$70,953
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,762
2019 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$800,759
Expenses. Total of all expenses incurred	2019-12-31	$131,458
Benefits paid (including direct rollovers)	2019-12-31	$123,070
Total plan assets at end of year	2019-12-31	$4,173,659
Total plan assets at beginning of year	2019-12-31	$3,504,358
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$158,730
Contributions received from other sources (not participants or employers)	2019-12-31	$12,671
Other income received	2019-12-31	$551,553
Net income (gross income less expenses)	2019-12-31	$669,301
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,173,659
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,504,358
Assets. Value of participant loans	2019-12-31	$100,550
Total contributions received or receivable from employer(s)	2019-12-31	$77,805
Value of certain deemed distributions of participant loans	2019-12-31	$6,017
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,371
2018 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$128,813
Expenses. Total of all expenses incurred	2018-12-31	$85,516
Benefits paid (including direct rollovers)	2018-12-31	$82,070
Total plan assets at end of year	2018-12-31	$3,504,358
Total plan assets at beginning of year	2018-12-31	$3,461,061
Total contributions received or receivable from participants	2018-12-31	$141,146
Contributions received from other sources (not participants or employers)	2018-12-31	$24,551
Other income received	2018-12-31	$-107,457
Net income (gross income less expenses)	2018-12-31	$43,297
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,504,358
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,461,061
Assets. Value of participant loans	2018-12-31	$120,241
Total contributions received or receivable from employer(s)	2018-12-31	$70,573
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,446
2017 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$592,571
Expenses. Total of all expenses incurred	2017-12-31	$337,227
Benefits paid (including direct rollovers)	2017-12-31	$334,108
Total plan assets at end of year	2017-12-31	$3,461,061
Total plan assets at beginning of year	2017-12-31	$3,205,717
Total contributions received or receivable from participants	2017-12-31	$157,573
Other income received	2017-12-31	$356,212
Net income (gross income less expenses)	2017-12-31	$255,344
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,461,061
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,205,717
Assets. Value of participant loans	2017-12-31	$94,995
Total contributions received or receivable from employer(s)	2017-12-31	$78,786
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,119
2016 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$390,264
Expenses. Total of all expenses incurred	2016-12-31	$9,080
Benefits paid (including direct rollovers)	2016-12-31	$7,133
Total plan assets at end of year	2016-12-31	$3,205,717
Total plan assets at beginning of year	2016-12-31	$2,824,533
Total contributions received or receivable from participants	2016-12-31	$139,932
Other income received	2016-12-31	$180,366
Net income (gross income less expenses)	2016-12-31	$381,184
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,205,717
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,824,533
Assets. Value of participant loans	2016-12-31	$900,185
Total contributions received or receivable from employer(s)	2016-12-31	$69,966
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,947
2015 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$257,904
Expenses. Total of all expenses incurred	2015-12-31	$78,106
Benefits paid (including direct rollovers)	2015-12-31	$75,803
Total plan assets at end of year	2015-12-31	$2,824,533
Total plan assets at beginning of year	2015-12-31	$2,644,735
Total contributions received or receivable from participants	2015-12-31	$145,515
Other income received	2015-12-31	$41,110
Net income (gross income less expenses)	2015-12-31	$179,798
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,824,533
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,644,735
Assets. Value of participant loans	2015-12-31	$105,549
Total contributions received or receivable from employer(s)	2015-12-31	$71,279
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,303
2014 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$334,856
Expenses. Total of all expenses incurred	2014-12-31	$180,938
Benefits paid (including direct rollovers)	2014-12-31	$179,264
Total plan assets at end of year	2014-12-31	$2,644,735
Total plan assets at beginning of year	2014-12-31	$2,490,817
Total contributions received or receivable from participants	2014-12-31	$134,713
Other income received	2014-12-31	$133,368
Net income (gross income less expenses)	2014-12-31	$153,918
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,644,735
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,490,817
Assets. Value of participant loans	2014-12-31	$91,902
Total contributions received or receivable from employer(s)	2014-12-31	$66,775
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,674
2013 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$449,203
Expenses. Total of all expenses incurred	2013-12-31	$53,660
Benefits paid (including direct rollovers)	2013-12-31	$53,660
Total plan assets at end of year	2013-12-31	$2,490,817
Total plan assets at beginning of year	2013-12-31	$2,095,274
Total contributions received or receivable from participants	2013-12-31	$117,211
Other income received	2013-12-31	$273,386
Net income (gross income less expenses)	2013-12-31	$395,543
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,490,817
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,095,274
Assets. Value of participant loans	2013-12-31	$152,586
Total contributions received or receivable from employer(s)	2013-12-31	$58,606
2012 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$246,412
Expenses. Total of all expenses incurred	2012-12-31	$14,737
Benefits paid (including direct rollovers)	2012-12-31	$14,737
Total plan assets at end of year	2012-12-31	$2,095,274
Total plan assets at beginning of year	2012-12-31	$1,863,599
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$111,638
Other income received	2012-12-31	$78,955
Net income (gross income less expenses)	2012-12-31	$231,675
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,095,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,863,599
Assets. Value of participant loans	2012-12-31	$121,745
Total contributions received or receivable from employer(s)	2012-12-31	$55,819
2011 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$180,564
Expenses. Total of all expenses incurred	2011-12-31	$60,295
Benefits paid (including direct rollovers)	2011-12-31	$58,774
Total plan assets at end of year	2011-12-31	$1,863,599
Total plan assets at beginning of year	2011-12-31	$1,743,330
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$116,789
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$5,380
Net income (gross income less expenses)	2011-12-31	$120,269
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,863,599
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,743,330
Assets. Value of participant loans	2011-12-31	$140,333
Total contributions received or receivable from employer(s)	2011-12-31	$58,395
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,521
2010 : THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$270,936
Expenses. Total of all expenses incurred	2010-12-31	$140,063
Benefits paid (including direct rollovers)	2010-12-31	$138,813
Total plan assets at end of year	2010-12-31	$1,743,330
Total plan assets at beginning of year	2010-12-31	$1,612,457
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$117,289
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$95,002
Net income (gross income less expenses)	2010-12-31	$130,873
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,743,330
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,612,457
Assets. Value of participant loans	2010-12-31	$108,587
Total contributions received or receivable from employer(s)	2010-12-31	$58,645
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,250

Form 5500 Responses for THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN

2022: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SURGERY CENTER OF OKLAHOMA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SURGERY CENTER OF OKLAHOMA 401(K) 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: THE SURGERY CENTER OF OKLAHOMA 401(K) 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: THE SURGERY CENTER OF OKLAHOMA 401(K) 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	40
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $10,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,915
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	41
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $12,701
Commission paid to Insurance Broker	USD $12,701
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	46
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $10,367
Total amount of fees paid to insurance company	USD $2,032
Commission paid to Insurance Broker	USD $10,367
Insurance broker organization code?	3
Amount paid for insurance broker fees	2032

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	42
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,395
Commission paid to Insurance Broker	USD $9,395
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	38
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,569
Commission paid to Insurance Broker	USD $8,569
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873714

Policy instance

Insurance contract or identification number	873714
Number of Individuals Covered	42
Total amount of commissions paid to insurance broker	USD $7,963
Commission paid to Insurance Broker	USD $7,963
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY

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Company Name:	SURGERY CENTER OF OKLAHOMA
Employer identification number (EIN):	731415709
NAIC Classification:	621493
NAIC Description:	Freestanding Ambulatory Surgical and Emergency Centers