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Plan Name | SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SURGICAL ASSOCIATES, P.C. |
Employer identification number (EIN): | 160975777 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SURGICAL ASSOCIATES, P.C.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1993-03-08 |
Company Identification Number: | 33480781 |
Legal Registered Office Address: |
9427 SW BARNES RD PORTLAND United States of America (USA) 97225 |
More information about SURGICAL ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-08-01 | DAVID C. DREYFUSS | |||
002 | 2016-08-01 | DAVID C. DREYFUSS | |||
002 | 2015-08-01 | DAVID C. DREYFUSS | |||
002 | 2014-08-01 | DAVID C. DREYFUSS | |||
002 | 2013-08-01 | DAVID C. DREYFUSS | |||
002 | 2012-08-01 | DAVID C. DREYFUSS | |||
002 | 2011-08-01 | DAVID C. DREYFUSS | |||
002 | 2010-08-01 | DAVID C. DREYFUSS | |||
002 | 2009-08-01 | DAVID C. DREYFUSS |
Measure | Date | Value |
---|---|---|
2017: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 2 |
Total of all active and inactive participants | 2017-08-01 | 2 |
Total participants | 2017-08-01 | 2 |
Number of participants with account balances | 2017-08-01 | 2 |
2016: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-08-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 3 |
Total of all active and inactive participants | 2016-08-01 | 3 |
Total participants | 2016-08-01 | 3 |
Number of participants with account balances | 2016-08-01 | 3 |
2015: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 5 |
Total of all active and inactive participants | 2015-08-01 | 5 |
Total participants | 2015-08-01 | 5 |
Number of participants with account balances | 2015-08-01 | 5 |
2014: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 15 |
Total of all active and inactive participants | 2014-08-01 | 15 |
Total participants | 2014-08-01 | 15 |
2013: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 9 |
Total of all active and inactive participants | 2013-08-01 | 15 |
Total participants | 2013-08-01 | 15 |
2012: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 8 |
Total of all active and inactive participants | 2012-08-01 | 15 |
Total participants | 2012-08-01 | 15 |
2011: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 9 |
Total of all active and inactive participants | 2011-08-01 | 17 |
Total participants | 2011-08-01 | 17 |
2010: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-08-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 9 |
Total of all active and inactive participants | 2010-08-01 | 17 |
Total participants | 2010-08-01 | 17 |
Number of participants with account balances | 2010-08-01 | 17 |
2009: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 10 |
Total of all active and inactive participants | 2009-08-01 | 17 |
Total participants | 2009-08-01 | 17 |
Number of participants with account balances | 2009-08-01 | 17 |
Measure | Date | Value |
---|---|---|
2018 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-07-31 | $6,391 |
Expenses. Total of all expenses incurred | 2018-07-31 | $211 |
Benefits paid (including direct rollovers) | 2018-07-31 | $51 |
Total plan assets at end of year | 2018-07-31 | $66,956 |
Total plan assets at beginning of year | 2018-07-31 | $60,776 |
Value of fidelity bond covering the plan | 2018-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $160 |
Other income received | 2018-07-31 | $6,391 |
Net income (gross income less expenses) | 2018-07-31 | $6,180 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $66,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $60,776 |
2017 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-07-31 | $6,854 |
Expenses. Total of all expenses incurred | 2017-07-31 | $513,765 |
Benefits paid (including direct rollovers) | 2017-07-31 | $513,687 |
Total plan assets at end of year | 2017-07-31 | $60,776 |
Total plan assets at beginning of year | 2017-07-31 | $567,687 |
Value of fidelity bond covering the plan | 2017-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $78 |
Other income received | 2017-07-31 | $6,854 |
Net income (gross income less expenses) | 2017-07-31 | $-506,911 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $60,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $567,687 |
2016 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-07-31 | $449,112 |
Expenses. Total of all expenses incurred | 2016-07-31 | $2,153,189 |
Benefits paid (including direct rollovers) | 2016-07-31 | $2,147,824 |
Total plan assets at end of year | 2016-07-31 | $567,687 |
Total plan assets at beginning of year | 2016-07-31 | $2,271,764 |
Value of fidelity bond covering the plan | 2016-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $5,365 |
Other income received | 2016-07-31 | $449,112 |
Net income (gross income less expenses) | 2016-07-31 | $-1,704,077 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $567,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $2,271,764 |
Assets. Value of assets in partnership/joint-venture interests | 2016-07-31 | $414,647 |
2015 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-07-31 | $189,243 |
Expenses. Total of all expenses incurred | 2015-07-31 | $60,595 |
Benefits paid (including direct rollovers) | 2015-07-31 | $45,563 |
Total plan assets at end of year | 2015-07-31 | $2,271,764 |
Total plan assets at beginning of year | 2015-07-31 | $2,143,116 |
Value of fidelity bond covering the plan | 2015-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $15,032 |
Other income received | 2015-07-31 | $189,243 |
Net income (gross income less expenses) | 2015-07-31 | $128,648 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $2,271,764 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,143,116 |
Assets. Value of assets in partnership/joint-venture interests | 2015-07-31 | $439,880 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $0 |
2014 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-07-31 | $77,888 |
Expenses. Total of all expenses incurred | 2014-07-31 | $12,508 |
Total plan assets at end of year | 2014-07-31 | $2,143,116 |
Total plan assets at beginning of year | 2014-07-31 | $2,077,736 |
Value of fidelity bond covering the plan | 2014-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $12,508 |
Other income received | 2014-07-31 | $67,056 |
Net income (gross income less expenses) | 2014-07-31 | $65,380 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,143,116 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,077,736 |
Assets. Value of assets in partnership/joint-venture interests | 2014-07-31 | $370,281 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $10,832 |
2013 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-07-31 | $299,992 |
Expenses. Total of all expenses incurred | 2013-07-31 | $447,433 |
Benefits paid (including direct rollovers) | 2013-07-31 | $407,011 |
Total plan assets at end of year | 2013-07-31 | $2,077,736 |
Total plan assets at beginning of year | 2013-07-31 | $2,225,177 |
Value of fidelity bond covering the plan | 2013-07-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-07-31 | $40,422 |
Other income received | 2013-07-31 | $287,150 |
Net income (gross income less expenses) | 2013-07-31 | $-147,441 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,077,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,225,177 |
Assets. Value of assets in partnership/joint-venture interests | 2013-07-31 | $380,910 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $12,842 |
2012 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-07-31 | $256,087 |
Expenses. Total of all expenses incurred | 2012-07-31 | $45,124 |
Total plan assets at end of year | 2012-07-31 | $2,225,177 |
Total plan assets at beginning of year | 2012-07-31 | $2,014,214 |
Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
Other income received | 2012-07-31 | $240,746 |
Net income (gross income less expenses) | 2012-07-31 | $210,963 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,225,177 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,014,214 |
Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $355,700 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $15,341 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $45,124 |
2011 : SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-07-31 | $-44,504 |
Expenses. Total of all expenses incurred | 2011-07-31 | $34,039 |
Benefits paid (including direct rollovers) | 2011-07-31 | $17,551 |
Total plan assets at end of year | 2011-07-31 | $2,014,214 |
Total plan assets at beginning of year | 2011-07-31 | $2,092,757 |
Value of fidelity bond covering the plan | 2011-07-31 | $500,000 |
Other income received | 2011-07-31 | $-61,988 |
Net income (gross income less expenses) | 2011-07-31 | $-78,543 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $2,014,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $2,092,757 |
Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $282,353 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $17,484 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $16,488 |
2017: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2010: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-08-01 | Type of plan entity | Single employer plan |
2010-08-01 | Plan funding arrangement – Trust | Yes |
2010-08-01 | Plan benefit arrangement - Trust | Yes |
2009: SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |