401k Plan data: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN plan

SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 401k Plan overview

Plan Name	SIERRA PACIFIC SURGERY CENTER 401(K) PLAN
Plan identification number	001

SIERRA PACIFIC SURGERY CENTER 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

SUMMIT SURGICAL has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT SURGICAL

Employer identification number (EIN): 954810282

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA PACIFIC SURGERY CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01 GLENN COZEN 2020-08-27
001 2018-01-01
001 2017-01-01 GLENN COZEN 2018-09-11
001 2016-01-01 GLENN COZEN 2017-05-24
001 2015-01-01 GLENN COZEN 2016-07-21
001 2013-01-01 GLENN COZEN
001 2012-01-01 GLENN COZEN
001 2011-01-01 GLENN COZEN 2012-09-25 GLENN COZEN 2012-09-25
001 2010-01-01 GLENN COZEN 2011-07-07 GLENN COZEN 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01	GLENN COZEN	2020-08-27
001	2018-01-01
001	2017-01-01	GLENN COZEN	2018-09-11
001	2016-01-01	GLENN COZEN	2017-05-24
001	2015-01-01	GLENN COZEN	2016-07-21
001	2013-01-01	GLENN COZEN
001	2012-01-01	GLENN COZEN
001	2011-01-01	GLENN COZEN	2012-09-25	GLENN COZEN	2012-09-25
001	2010-01-01	GLENN COZEN	2011-07-07	GLENN COZEN	2011-07-07

Plan Statistics for SIERRA PACIFIC SURGERY CENTER 401(K) PLAN

401k plan membership statisitcs for SIERRA PACIFIC SURGERY CENTER 401(K) PLAN

Measure Date Value
2022: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-04-05 114
Total number of particpants at end of year 2022-04-05 0
Number of Participants With Account Balances 2022-04-05 0
2013: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 96
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 0
Total of all active and inactive participants 2013-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 117
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 0
Total of all active and inactive participants 2012-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 117
Number of participants with account balances 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4

Measure	Date	Value
2022: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-04-05	114
Total number of particpants at end of year	2022-04-05	0
Number of Participants With Account Balances	2022-04-05	0
2013: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	96
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	0
Total of all active and inactive participants	2013-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	117
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	0
Total of all active and inactive participants	2012-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	117
Number of participants with account balances	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4

Financial Data on SIERRA PACIFIC SURGERY CENTER 401(K) PLAN

Measure	Date	Value
2022 : SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-04-05	8496914
Net assets as of the end of the plan year	2022-04-05	0
Total assets as of the beginning of the plan year	2022-04-05	8015689
Value of plan covered by a fidelity bond	2022-04-05	500000
Other expenses paid from plan in this plan year	2022-04-05	2936
Other income to plan in this plan year	2022-04-05	481225
Plan net income in this plan year	2022-04-05	-8015689
Net assets as of the end of the plan year	2022-04-05	0
Net assets as of the beginning of the plan year	2022-04-05	8015689
Fees paid to broker by Benefit Provider	2022-04-05	7548
Expensese paid to adminstrative service provicers from plan in this plan year	2022-04-05	12704
2013 : SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$122,246
Total income from all sources (including contributions)	2013-12-31	$944,239
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$323,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$318,376
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$496,892
Value of total assets at end of year	2013-12-31	$4,612,821
Value of total assets at beginning of year	2013-12-31	$4,114,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$90
Total interest from all sources	2013-12-31	$24,346
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$336,765
Participant contributions at end of year	2013-12-31	$168,039
Participant contributions at beginning of year	2013-12-31	$122,246
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$36,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$122,246
Total non interest bearing cash at end of year	2013-12-31	$21,824
Total non interest bearing cash at beginning of year	2013-12-31	$26,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$620,348
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,612,821
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,992,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,995,432
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,966,440
Interest on participant loans	2013-12-31	$6,524
Interest earned on other investments	2013-12-31	$17,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$427,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$423,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$123,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$318,376
Contract administrator fees	2013-12-31	$90
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALLACE PLESE & DREHER
Accountancy firm EIN	2013-12-31	860841383
2012 : SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$122,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$121,199
Total income from all sources (including contributions)	2012-12-31	$831,975
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$174,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$170,531
Expenses. Certain deemed distributions of participant loans	2012-12-31	$3,530
Value of total corrective distributions	2012-12-31	$141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$519,457
Value of total assets at end of year	2012-12-31	$4,114,719
Value of total assets at beginning of year	2012-12-31	$3,455,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$34,235
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$320,583
Participant contributions at end of year	2012-12-31	$122,246
Participant contributions at beginning of year	2012-12-31	$121,199
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$80,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$122,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$121,199
Total non interest bearing cash at end of year	2012-12-31	$26,033
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$657,773
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,992,473
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,334,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,966,440
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,334,700
Interest earned on other investments	2012-12-31	$34,235
Net investment gain/loss from pooled separate accounts	2012-12-31	$278,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$117,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$170,531
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Qualified
Accountancy firm name	2012-12-31	WALLACE PLESE & DREHER
Accountancy firm EIN	2012-12-31	860841383

Form 5500 Responses for SIERRA PACIFIC SURGERY CENTER 401(K) PLAN

2013: SIERRA PACIFIC SURGERY CENTER 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIERRA PACIFIC SURGERY CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108378
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108378
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SUMMIT SURGICAL
Employer identification number (EIN):	954810282
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)