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SASD 401(K) PLAN 401k Plan overview

Plan NameSASD 401(K) PLAN
Plan identification number 001

SASD 401(K) 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.
  • 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

SURGICAL ASSOCIATES OF SAN DIEGO, PC has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF SAN DIEGO, PC
Employer identification number (EIN):201570190
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SASD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01DAWN FARLEY2020-10-08 DAWN FARLEY2020-10-08
0012018-01-01DAVID MAZOR2019-10-10 DAVID MAZOR2019-10-10
0012017-01-01DAVID MAZOR2018-10-15 DAVID MAZOR2018-10-15
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID MAZOR2013-10-11 DAVID MAZOR2013-10-11

Plan Statistics for SASD 401(K) PLAN

401k plan membership statisitcs for SASD 401(K) PLAN

Measure Date Value
2025: SASD 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2543
Total number of particpants at end of year2025-09-2528
Number of Participants With Account Balances2025-09-2526
2024: SASD 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0949
Total number of particpants at end of year2024-10-0943
Number of Participants With Account Balances2024-10-0943

Financial Data on SASD 401(K) PLAN

Measure Date Value
2025 : SASD 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-25650334
Net assets as of the end of the plan year2025-09-251571970
Total assets as of the beginning of the plan year2025-09-251884687
Value of plan covered by a fidelity bond2025-09-25379424
Participant contributions to plan in this plan year2025-09-2552397
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-25180589
Plan net income in this plan year2025-09-25-312717
Net assets as of the end of the plan year2025-09-251571970
Net assets as of the beginning of the plan year2025-09-251884687
Employer contributions to plan in this plan year2025-09-25104631
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-252635
2024 : SASD 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09116394
Net assets as of the end of the plan year2024-10-091884687
Total assets as of the beginning of the plan year2024-10-091623667
Value of plan covered by a fidelity bond2024-10-09171078
Participant contributions to plan in this plan year2024-10-0956255
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09229806
Plan net income in this plan year2024-10-09261020
Net assets as of the end of the plan year2024-10-091884687
Net assets as of the beginning of the plan year2024-10-091623667
Employer contributions to plan in this plan year2024-10-0991353
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-096878

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