401k Plan data: SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN plan

SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN
Plan identification number	002

SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

SURGICAL ASSOCIATES OF SPRINGFIELD, INC. has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES OF SPRINGFIELD, INC.

Employer identification number (EIN): 310782209

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

Additional information about SURGICAL ASSOCIATES OF SPRINGFIELD, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1969-07-30

Company Identification Number: 386975

Legal Registered Office Address: 30 WARDER STREET
SUITE 220
SPRINGFIELD
United States of America (USA)
45504

More information about SURGICAL ASSOCIATES OF SPRINGFIELD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 STEVEN E. CONKEL M.D. 2017-08-22
002 2015-01-01 STEVEN E. CONKEL M.D. 2016-08-29
002 2014-01-01 STEVEN E. CONKEL M.D. 2015-08-19
002 2013-01-01 STEVEN E. CONKEL M.D. 2014-07-01
002 2012-01-01 RICHARD M. NEDELMAN 2013-07-15
002 2011-01-01 JOSEPH G. DEMETER 2012-08-16
002 2010-01-01 JOSEPH G. DEMETER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	STEVEN E. CONKEL M.D.	2017-08-22
002	2015-01-01	STEVEN E. CONKEL M.D.	2016-08-29
002	2014-01-01	STEVEN E. CONKEL M.D.	2015-08-19
002	2013-01-01	STEVEN E. CONKEL M.D.	2014-07-01
002	2012-01-01	RICHARD M. NEDELMAN	2013-07-15
002	2011-01-01	JOSEPH G. DEMETER	2012-08-16
002	2010-01-01	JOSEPH G. DEMETER	2011-07-20

Financial Data on SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN

Measure	Date	Value
2025 : SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-15	2473602
Net assets as of the end of the plan year	2025-05-15	3604406
Total assets as of the beginning of the plan year	2025-05-15	5227496
Value of plan covered by a fidelity bond	2025-05-15	500000
Participant contributions to plan in this plan year	2025-05-15	95899
Other income to plan in this plan year	2025-05-15	713710
Plan net income in this plan year	2025-05-15	-1623090
Net assets as of the end of the plan year	2025-05-15	3604406
Net assets as of the beginning of the plan year	2025-05-15	5227496
Employer contributions to plan in this plan year	2025-05-15	40903
Fees paid to broker by Benefit Provider	2025-05-15	9545
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-15	60544
2024 : SURGICAL ASSOCIATES OF SPRINGFIELD, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-14	143806
Net assets as of the end of the plan year	2024-06-14	5227496
Total assets as of the beginning of the plan year	2024-06-14	4426096
Value of plan covered by a fidelity bond	2024-06-14	500000
Participant contributions to plan in this plan year	2024-06-14	103491
Other income to plan in this plan year	2024-06-14	791066
Plan net income in this plan year	2024-06-14	801400
Net assets as of the end of the plan year	2024-06-14	5227496
Net assets as of the beginning of the plan year	2024-06-14	4426096
Employer contributions to plan in this plan year	2024-06-14	50649
Fees paid to broker by Benefit Provider	2024-06-14	8460
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-14	50852

Potentially related plans

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Company Name:	SURGICAL ASSOCIATES OF SPRINGFIELD, INC.
Employer identification number (EIN):	310782209
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1969-07-30
Company Identification Number:	386975
Legal Registered Office Address:	30 WARDER STREET SUITE 220 SPRINGFIELD United States of America (USA) 45504