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SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN
Plan identification number 001

SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

SOUTH BAY SURGICAL ASSOC MEDICAL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTH BAY SURGICAL ASSOC MEDICAL GROUP INC
Employer identification number (EIN):953831162
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRADFORD HSU2024-11-06
0012022-01-01BRADFORD HSU2023-10-10
0012022-01-01BRADFORD HSU2024-10-17
0012021-01-01ANDREW HSU2022-07-05
0012020-01-01ANDREW HSU2021-07-09
0012019-01-01ANDREW HSU2020-10-13
0012018-01-01ANDREW HSU2019-10-15
0012018-01-01ANDREW HSU2020-10-13
0012017-01-01ANDREW HSU2018-10-11
0012016-01-01ANDREW HSU2017-09-13
0012015-01-01ANDREW HSU2016-07-25
0012014-01-01
0012013-01-01
0012012-01-01EDGARDO GRACIA2013-05-03 EDGARDO GRACIA2013-05-03
0012011-01-01EDGARDO GRACIA2012-07-31 EDGARDO GRACIA2012-07-31
0012010-01-01EDGARDO GRACIA2011-08-04 EDGARDO GRACIA2011-08-04

Plan Statistics for SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2025: SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-0111
Total number of particpants at end of year2025-11-0111
Number of Participants With Account Balances2025-11-0111
Total number of particpants at beginning of year2025-10-0911
Total number of particpants at end of year2025-10-0911
Number of Participants With Account Balances2025-10-0911
2024: SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-0611
Total number of particpants at end of year2024-11-0611
Number of Participants With Account Balances2024-11-0611
2022: SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-0510
Total number of particpants at end of year2022-07-0510
Number of Participants With Account Balances2022-07-0510

Financial Data on SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-010
Total liabilities as of the end of the plan year2025-11-010
Total liabilities as of the beginning of the plan year2025-11-010
Total expenses incurred by plan in this plan year2025-11-0140
Net assets as of the end of the plan year2025-11-013117663
Total assets as of the beginning of the plan year2025-11-012632090
Value of plan covered by a fidelity bond2025-11-01263209
Participant contributions to plan in this plan year2025-11-0182400
Other expenses paid from plan in this plan year2025-11-010
Other contributions to plan in this plan year2025-11-010
Other income to plan in this plan year2025-11-01292481
Plan net income in this plan year2025-11-01485573
Net assets as of the end of the plan year2025-11-013117663
Net assets as of the beginning of the plan year2025-11-012632090
Employer contributions to plan in this plan year2025-11-01110732
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-0140
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0940
Net assets as of the end of the plan year2025-10-093105827
Total assets as of the beginning of the plan year2025-10-092632090
Value of plan covered by a fidelity bond2025-10-09263209
Participant contributions to plan in this plan year2025-10-0982400
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09292481
Plan net income in this plan year2025-10-09473737
Net assets as of the end of the plan year2025-10-093105827
Net assets as of the beginning of the plan year2025-10-092632090
Employer contributions to plan in this plan year2025-10-0998896
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0940
2024 : SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-11-060
Total expenses incurred by plan in this plan year2024-11-06160
Net assets as of the end of the plan year2024-11-062632090
Total assets as of the beginning of the plan year2024-11-062311291
Value of plan covered by a fidelity bond2024-11-06231129
Participant contributions to plan in this plan year2024-11-0675940
Other expenses paid from plan in this plan year2024-11-060
Other income to plan in this plan year2024-11-06116068
Plan net income in this plan year2024-11-06320799
Net assets as of the end of the plan year2024-11-062632090
Net assets as of the beginning of the plan year2024-11-062311291
Employer contributions to plan in this plan year2024-11-06128951
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-06160
2022 : SOUTH BAY SURGICAL ASSOC MEDICAL GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-050
Total liabilities as of the end of the plan year2022-07-050
Total liabilities as of the beginning of the plan year2022-07-050
Total expenses incurred by plan in this plan year2022-07-05140
Net assets as of the end of the plan year2022-07-052237681
Total assets as of the beginning of the plan year2022-07-051968128
Value of plan covered by a fidelity bond2022-07-05223769
Participant contributions to plan in this plan year2022-07-0556285
Other expenses paid from plan in this plan year2022-07-050
Other contributions to plan in this plan year2022-07-050
Other income to plan in this plan year2022-07-05104899
Plan net income in this plan year2022-07-05269553
Net assets as of the end of the plan year2022-07-052237681
Net assets as of the beginning of the plan year2022-07-051968128
Employer contributions to plan in this plan year2022-07-05108509
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-05140

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