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SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

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

Company Name:SURGICAL ASSOCIATES PC
Employer identification number (EIN):204791985
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BEJAMIN HUNG2023-10-04 BEJAMIN HUNG2023-10-04
0012021-01-01R. MICHAEL NORRIS, MD2022-07-26 R. MICHAEL NORRIS,MD2022-07-26
0012020-01-01R. MICHAEL NORRIS, MD2021-07-26 R. MICHAEL NORRIS,MD2021-07-26
0012019-01-01R. MICHAEL NORRIS, MD2020-07-07 R. MICHAEL NORRIS,MD2020-07-07
0012018-01-01R. MICHAEL NORRIS, MD2019-07-22 R. MICHAEL NORRIS,MD2019-07-22
0012017-01-01R. MICHAEL NORRIS, MD2018-06-27 R. MICHAEL NORRIS,MD2018-06-27
0012016-01-01R. MICHAEL NORRIS, MD2017-06-28 R. MICHAEL NORRIS,MD2017-06-28
0012015-01-01R. MICHAEL NORRIS, MD2016-07-01 R. MICHAEL NORRIS,MD2016-07-01
0012014-01-01R. MICHAEL NORRIS, MD2015-08-12
0012013-01-01R. MICHAEL NORRIS, MD
0012012-01-01R. MICHAEL NORRIS, MD
0012011-01-01R. MICHAEL NORRIS, MD
0012009-01-01R. MICHAEL NORRIS, MD
0012009-01-01

Plan Statistics for SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$877
Total plan liabilities at beginning of year2013-12-31$405
Total income from all sources2013-12-31$1,232,365
Expenses. Total of all expenses incurred2013-12-31$9,398
Benefits paid (including direct rollovers)2013-12-31$9,227
Total plan assets at end of year2013-12-31$5,010,270
Total plan assets at beginning of year2013-12-31$3,786,831
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$133,823
Expenses. Other expenses not covered elsewhere2013-12-31$171
Contributions received from other sources (not participants or employers)2013-12-31$2,674
Other income received2013-12-31$878,402
Net income (gross income less expenses)2013-12-31$1,222,967
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,009,393
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,786,426
Total contributions received or receivable from employer(s)2013-12-31$217,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$405
Total income from all sources2012-12-31$727,819
Expenses. Total of all expenses incurred2012-12-31$61,695
Benefits paid (including direct rollovers)2012-12-31$61,619
Total plan assets at end of year2012-12-31$3,786,831
Total plan assets at beginning of year2012-12-31$3,120,302
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$108,166
Expenses. Other expenses not covered elsewhere2012-12-31$76
Other income received2012-12-31$415,021
Net income (gross income less expenses)2012-12-31$666,124
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,786,426
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,120,302
Total contributions received or receivable from employer(s)2012-12-31$204,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$1,038
Total income from all sources2011-12-31$277,777
Expenses. Total of all expenses incurred2011-12-31$48,494
Benefits paid (including direct rollovers)2011-12-31$48,486
Total plan assets at end of year2011-12-31$3,120,302
Total plan assets at beginning of year2011-12-31$2,892,057
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$108,652
Expenses. Other expenses not covered elsewhere2011-12-31$8
Other income received2011-12-31$-33,126
Net income (gross income less expenses)2011-12-31$229,283
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,120,302
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,891,019
Total contributions received or receivable from employer(s)2011-12-31$202,251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,038
Total income from all sources2010-12-31$609,547
Expenses. Total of all expenses incurred2010-12-31$3,840
Benefits paid (including direct rollovers)2010-12-31$3,431
Total plan assets at end of year2010-12-31$2,892,057
Total plan assets at beginning of year2010-12-31$2,285,312
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$99,210
Expenses. Other expenses not covered elsewhere2010-12-31$409
Contributions received from other sources (not participants or employers)2010-12-31$21,065
Other income received2010-12-31$286,092
Net income (gross income less expenses)2010-12-31$605,707
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,891,019
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,285,312
Total contributions received or receivable from employer(s)2010-12-31$203,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

2013: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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