401k Plan data: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN plan

NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 401k Plan overview

Plan Name	NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN
Plan identification number	002

NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT 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.
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

NORTHERN LIGHTS SURGICAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC

Employer identification number (EIN): 920157439

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ROXANNE LAUGHLIN 2022-09-23
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROXANNE LAUGHLIN
002 2016-01-01 ROXANNE LAUGHLIN
002 2015-01-01 ROXANNE LAUGHLIN
002 2014-01-01 ROXANNE LAUGHLIN
002 2013-01-01 ROXANNE LAUGHLIN
002 2012-01-01 ROXANNE LAUGHLIN
002 2011-01-01 ROXANNE LAUGHLIN
002 2010-01-01 ROXANNE LAUGHLIN
002 2009-01-01 ROXANNE LAUGHLIN

Plan Statistics for NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN

401k plan membership statisitcs for NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN

Measure Date Value
2021: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 2
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
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 3
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 3
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 2
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 1
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	2
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
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	3
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	3
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	2
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	1
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN

Measure	Date	Value
2021 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total income from all sources	2021-12-31	$101,260
Expenses. Total of all expenses incurred	2021-12-31	$4,335
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,136,276
Total plan assets at beginning of year	2021-12-31	$1,039,351
Value of fidelity bond covering the plan	2021-12-31	$75,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$101,260
Net income (gross income less expenses)	2021-12-31	$96,925
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,136,276
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,039,351
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,335
2020 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$120,987
Expenses. Total of all expenses incurred	2020-12-31	$3,590
Total plan assets at end of year	2020-12-31	$1,039,351
Total plan assets at beginning of year	2020-12-31	$921,954
Value of fidelity bond covering the plan	2020-12-31	$75,000
Other income received	2020-12-31	$70,513
Net income (gross income less expenses)	2020-12-31	$117,397
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,039,351
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$921,954
Total contributions received or receivable from employer(s)	2020-12-31	$50,474
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,590
2019 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$118,475
Expenses. Total of all expenses incurred	2019-12-31	$5,332
Benefits paid (including direct rollovers)	2019-12-31	$3,108
Total plan assets at end of year	2019-12-31	$921,954
Total plan assets at beginning of year	2019-12-31	$808,811
Value of fidelity bond covering the plan	2019-12-31	$75,000
Other income received	2019-12-31	$68,475
Net income (gross income less expenses)	2019-12-31	$113,143
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$921,954
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$808,811
Total contributions received or receivable from employer(s)	2019-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$42,878
Expenses. Total of all expenses incurred	2018-12-31	$3,215
Benefits paid (including direct rollovers)	2018-12-31	$465
Total plan assets at end of year	2018-12-31	$808,811
Total plan assets at beginning of year	2018-12-31	$769,148
Value of fidelity bond covering the plan	2018-12-31	$75,000
Other income received	2018-12-31	$-7,122
Net income (gross income less expenses)	2018-12-31	$39,663
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$808,811
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$769,148
Total contributions received or receivable from employer(s)	2018-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$82,587
Expenses. Total of all expenses incurred	2017-12-31	$3,789
Benefits paid (including direct rollovers)	2017-12-31	$1,342
Total plan assets at end of year	2017-12-31	$769,148
Total plan assets at beginning of year	2017-12-31	$690,350
Value of fidelity bond covering the plan	2017-12-31	$75,000
Other income received	2017-12-31	$32,587
Net income (gross income less expenses)	2017-12-31	$78,798
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$769,148
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$690,350
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$57,956
Expenses. Total of all expenses incurred	2016-12-31	$2,039
Total plan assets at end of year	2016-12-31	$690,350
Total plan assets at beginning of year	2016-12-31	$634,433
Value of fidelity bond covering the plan	2016-12-31	$75,000
Other income received	2016-12-31	$7,956
Net income (gross income less expenses)	2016-12-31	$55,917
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$690,350
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$634,433
Total contributions received or receivable from employer(s)	2016-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,039
2015 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$45,134
Expenses. Total of all expenses incurred	2015-12-31	$25,462
Benefits paid (including direct rollovers)	2015-12-31	$24,627
Total plan assets at end of year	2015-12-31	$634,433
Total plan assets at beginning of year	2015-12-31	$614,761
Value of fidelity bond covering the plan	2015-12-31	$75,000
Other income received	2015-12-31	$-4,866
Net income (gross income less expenses)	2015-12-31	$19,672
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$634,433
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$614,761
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$53,609
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$614,761
Total plan assets at beginning of year	2014-12-31	$561,152
Value of fidelity bond covering the plan	2014-12-31	$75,000
Other income received	2014-12-31	$7,739
Net income (gross income less expenses)	2014-12-31	$53,609
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$614,761
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$561,152
Total contributions received or receivable from employer(s)	2014-12-31	$45,870
2013 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$65,846
Expenses. Total of all expenses incurred	2013-12-31	$10,898
Benefits paid (including direct rollovers)	2013-12-31	$10,898
Total plan assets at end of year	2013-12-31	$561,152
Total plan assets at beginning of year	2013-12-31	$506,204
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$21,299
Net income (gross income less expenses)	2013-12-31	$54,948
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$561,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$506,204
Total contributions received or receivable from employer(s)	2013-12-31	$44,547
2012 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$82,583
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$506,204
Total plan assets at beginning of year	2012-12-31	$423,621
Value of fidelity bond covering the plan	2012-12-31	$75,000
Other income received	2012-12-31	$18,985
Net income (gross income less expenses)	2012-12-31	$82,583
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$506,204
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$423,621
Total contributions received or receivable from employer(s)	2012-12-31	$63,598
2011 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$44,855
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$423,621
Total plan assets at beginning of year	2011-12-31	$378,766
Value of fidelity bond covering the plan	2011-12-31	$75,000
Other income received	2011-12-31	$-15,719
Net income (gross income less expenses)	2011-12-31	$44,855
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$423,621
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$378,766
Total contributions received or receivable from employer(s)	2011-12-31	$60,574
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$45,056
Expenses. Total of all expenses incurred	2010-12-31	$3,000
Benefits paid (including direct rollovers)	2010-12-31	$3,000
Total plan assets at end of year	2010-12-31	$378,766
Total plan assets at beginning of year	2010-12-31	$336,710
Value of fidelity bond covering the plan	2010-12-31	$75,000
Other income received	2010-12-31	$1,285
Net income (gross income less expenses)	2010-12-31	$42,056
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$378,766
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$336,710
Total contributions received or receivable from employer(s)	2010-12-31	$43,771
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN

2021: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT PLAN 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT 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: NORTHERN LIGHTS SURGICAL ASSOCIATES, PC RETIREMENT 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:	NORTHERN LIGHTS SURGICAL ASSOCIATES, PC
Employer identification number (EIN):	920157439
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ROXANNE LAUGHLIN	2022-09-23
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROXANNE LAUGHLIN
002	2016-01-01	ROXANNE LAUGHLIN
002	2015-01-01	ROXANNE LAUGHLIN
002	2014-01-01	ROXANNE LAUGHLIN
002	2013-01-01	ROXANNE LAUGHLIN
002	2012-01-01	ROXANNE LAUGHLIN
002	2011-01-01	ROXANNE LAUGHLIN
002	2010-01-01	ROXANNE LAUGHLIN
002	2009-01-01	ROXANNE LAUGHLIN