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COVENANT SURGICAL PARTNERS MEP 401k Plan overview

Plan NameCOVENANT SURGICAL PARTNERS MEP
Plan identification number 002

COVENANT SURGICAL PARTNERS MEP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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)).

401k Sponsoring company profile

COVENANT SURGICAL PARTNERS, INC has sponsored the creation of one or more 401k plans.

Company Name:COVENANT SURGICAL PARTNERS, INC
Employer identification number (EIN):261860389
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about COVENANT SURGICAL PARTNERS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4494254

More information about COVENANT SURGICAL PARTNERS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENANT SURGICAL PARTNERS MEP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01KERSTIE HILLMAN
0022021-01-01
0022021-01-01TAMMY MARTIN
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on COVENANT SURGICAL PARTNERS MEP

Measure Date Value
2022 : COVENANT SURGICAL PARTNERS MEP 2022 401k financial data
Transfers to/from the plan2022-11-01$-2,400,848
Total plan liabilities at end of year2022-11-01$0
Total plan liabilities at beginning of year2022-11-01$0
Total income from all sources2022-11-01$-501,855
Expenses. Total of all expenses incurred2022-11-01$34,488
Benefits paid (including direct rollovers)2022-11-01$23,722
Total plan assets at end of year2022-11-01$0
Total plan assets at beginning of year2022-11-01$2,937,191
Value of fidelity bond covering the plan2022-11-01$500,000
Total contributions received or receivable from participants2022-11-01$22,609
Expenses. Other expenses not covered elsewhere2022-11-01$0
Contributions received from other sources (not participants or employers)2022-11-01$0
Other income received2022-11-01$-564,052
Noncash contributions received2022-11-01$0
Net income (gross income less expenses)2022-11-01$-536,343
Net plan assets at end of year (total assets less liabilities)2022-11-01$0
Net plan assets at beginning of year (total assets less liabilities)2022-11-01$2,937,191
Total contributions received or receivable from employer(s)2022-11-01$39,588
Value of certain deemed distributions of participant loans2022-11-01$0
Value of corrective distributions2022-11-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-01$10,766
2021 : COVENANT SURGICAL PARTNERS MEP 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$621,715
Expenses. Total of all expenses incurred2021-12-31$2,400,000
Benefits paid (including direct rollovers)2021-12-31$2,384,127
Total plan assets at end of year2021-12-31$2,937,191
Total plan assets at beginning of year2021-12-31$4,715,476
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$58,100
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$533,613
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,778,285
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,937,191
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,715,476
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$30,002
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,873
2020 : COVENANT SURGICAL PARTNERS MEP 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$833,381
Expenses. Total of all expenses incurred2020-12-31$85,172
Benefits paid (including direct rollovers)2020-12-31$72,236
Total plan assets at end of year2020-12-31$4,715,476
Total plan assets at beginning of year2020-12-31$3,967,267
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$104,024
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$607,920
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$748,209
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,715,476
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,967,267
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$121,437
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,936
2019 : COVENANT SURGICAL PARTNERS MEP 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,207,509
Expenses. Total of all expenses incurred2019-12-31$626,323
Benefits paid (including direct rollovers)2019-12-31$619,103
Total plan assets at end of year2019-12-31$3,967,267
Total plan assets at beginning of year2019-12-31$3,386,081
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$116,634
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$909,430
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$581,186
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,967,267
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,386,081
Total contributions received or receivable from employer(s)2019-12-31$181,445
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,220
2018 : COVENANT SURGICAL PARTNERS MEP 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$154,396
Expenses. Total of all expenses incurred2018-12-31$1,370,346
Benefits paid (including direct rollovers)2018-12-31$1,349,911
Total plan assets at end of year2018-12-31$3,386,081
Total plan assets at beginning of year2018-12-31$4,602,031
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$189,523
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-267,069
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,215,950
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,386,081
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,602,031
Total contributions received or receivable from employer(s)2018-12-31$231,942
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,435

Form 5500 Responses for COVENANT SURGICAL PARTNERS MEP

2022: COVENANT SURGICAL PARTNERS MEP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COVENANT SURGICAL PARTNERS MEP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COVENANT SURGICAL PARTNERS MEP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COVENANT SURGICAL PARTNERS MEP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COVENANT SURGICAL PARTNERS MEP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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