401k Plan data: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN plan

UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	003

UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 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.
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.
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

UNIVERSITY NEUROSURGICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY NEUROSURGICAL ASSOCIATES

Employer identification number (EIN): 382376857

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ROBERT JOHNSON 2023-09-24 ROBERT JOHNSON 2023-09-24
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ROBERT JOHNSON ROBERT JOHNSON 2018-10-11
003 2016-01-01 ROBERT JOHNSON ROBERT JOHNSON 2017-10-13
003 2015-01-01 ROBERT JOHNSON ROBERT JOHNSON 2016-10-14
003 2014-01-01 ROBERT JOHNSON ROBERT JOHNSON 2015-10-14
003 2013-01-01 ROBERT JOHNSON 2014-10-13 ROBERT JOHNSON 2014-10-13
003 2012-01-01 ROBERT JOHNSON 2013-10-11 ROBERT JOHNSON 2013-10-11
003 2011-01-01 ROBERT JOHNSON 2012-10-13 ROBERT JOHNSON 2012-10-13
003 2010-01-01 ROBERT JOHNSON 2011-10-14 ROBERT JOHNSON 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ROBERT JOHNSON	2023-09-24	ROBERT JOHNSON	2023-09-24
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	ROBERT JOHNSON		ROBERT JOHNSON	2018-10-11
003	2016-01-01	ROBERT JOHNSON		ROBERT JOHNSON	2017-10-13
003	2015-01-01	ROBERT JOHNSON		ROBERT JOHNSON	2016-10-14
003	2014-01-01	ROBERT JOHNSON		ROBERT JOHNSON	2015-10-14
003	2013-01-01	ROBERT JOHNSON	2014-10-13	ROBERT JOHNSON	2014-10-13
003	2012-01-01	ROBERT JOHNSON	2013-10-11	ROBERT JOHNSON	2013-10-11
003	2011-01-01	ROBERT JOHNSON	2012-10-13	ROBERT JOHNSON	2012-10-13
003	2010-01-01	ROBERT JOHNSON	2011-10-14	ROBERT JOHNSON	2011-10-14

Plan Statistics for UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2022: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 143
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 87
Total of all active and inactive participants 2022-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 230
Number of participants with account balances 2022-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 157
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 70
Total of all active and inactive participants 2021-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 227
Number of participants with account balances 2021-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 162
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 64
Total of all active and inactive participants 2020-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 226
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 157
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 216
Number of participants with account balances 2019-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 152
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 196
Number of participants with account balances 2018-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 121
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 39
Total of all active and inactive participants 2017-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 160
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 109
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 116
Number of participants with account balances 2015-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 93
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 121
Number of participants with account balances 2014-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9

Measure	Date	Value
2022: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	143
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	87
Total of all active and inactive participants	2022-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	230
Number of participants with account balances	2022-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	157
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	70
Total of all active and inactive participants	2021-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	227
Number of participants with account balances	2021-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	162
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	64
Total of all active and inactive participants	2020-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	226
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	157
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	216
Number of participants with account balances	2019-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	152
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	196
Number of participants with account balances	2018-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	121
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	39
Total of all active and inactive participants	2017-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	160
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	109
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	116
Number of participants with account balances	2015-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	93
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	121
Number of participants with account balances	2014-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9

Financial Data on UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2022 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,495,346
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$615,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$614,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,633,876
Value of total assets at end of year	2022-12-31	$28,344,045
Value of total assets at beginning of year	2022-12-31	$33,455,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$880
Total interest from all sources	2022-12-31	$25,668
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$733,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$733,001
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$938,243
Participant contributions at end of year	2022-12-31	$162,621
Participant contributions at beginning of year	2022-12-31	$233,069
Participant contributions at end of year	2022-12-31	$61,536
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$7,939,768
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$10,929,306
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$125,011
Other income not declared elsewhere	2022-12-31	$-3,037,579
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$56,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,111,165
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,344,045
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,455,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,890,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,290,118
Interest on participant loans	2022-12-31	$9,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,719,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,372,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,372,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,850,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$570,622
Employer contributions (assets) at end of year	2022-12-31	$570,622
Employer contributions (assets) at beginning of year	2022-12-31	$574,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$614,939
Contract administrator fees	2022-12-31	$880
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2022-12-31	133418879
2021 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,501,969
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,366,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,365,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,591,614
Value of total assets at end of year	2021-12-31	$33,455,210
Value of total assets at beginning of year	2021-12-31	$30,319,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,513
Total interest from all sources	2021-12-31	$14,205
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,103,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,103,972
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$904,602
Participant contributions at end of year	2021-12-31	$233,069
Participant contributions at beginning of year	2021-12-31	$274,237
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$10,929,306
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$9,330,231
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$112,455
Other income not declared elsewhere	2021-12-31	$1,337,484
Total non interest bearing cash at end of year	2021-12-31	$56,119
Total non interest bearing cash at beginning of year	2021-12-31	$78,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,135,372
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,455,210
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,319,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,290,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,227,841
Interest on participant loans	2021-12-31	$12,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,372,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,183,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,183,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,454,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$574,557
Employer contributions (assets) at end of year	2021-12-31	$574,557
Employer contributions (assets) at beginning of year	2021-12-31	$1,225,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,365,084
Contract administrator fees	2021-12-31	$1,513
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2021-12-31	133418879
2020 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,379,780
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,845,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,843,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,679,582
Value of total assets at end of year	2020-12-31	$30,319,838
Value of total assets at beginning of year	2020-12-31	$24,785,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,252
Total interest from all sources	2020-12-31	$23,141
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$707,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$707,378
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$903,781
Participant contributions at end of year	2020-12-31	$274,237
Participant contributions at beginning of year	2020-12-31	$283,524
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$58,008
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$9,330,231
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$6,983,071
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,549,861
Other income not declared elsewhere	2020-12-31	$1,544,126
Total non interest bearing cash at end of year	2020-12-31	$78,187
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,534,618
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,319,838
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,785,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,227,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,738,003
Interest on participant loans	2020-12-31	$16,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,183,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,623,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,623,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,425,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,225,940
Employer contributions (assets) at end of year	2020-12-31	$1,225,940
Employer contributions (assets) at beginning of year	2020-12-31	$1,098,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,843,910
Contract administrator fees	2020-12-31	$1,252
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2020-12-31	133418879
2019 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,794,496
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,300,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,296,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,847,706
Value of total assets at end of year	2019-12-31	$24,785,220
Value of total assets at beginning of year	2019-12-31	$21,290,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,252
Total interest from all sources	2019-12-31	$29,728
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$674,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$674,671
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$748,812
Participant contributions at end of year	2019-12-31	$283,524
Participant contributions at beginning of year	2019-12-31	$200,600
Participant contributions at end of year	2019-12-31	$58,008
Participant contributions at beginning of year	2019-12-31	$44,587
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$6,983,071
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$7,517,303
Other income not declared elsewhere	2019-12-31	$1,392,052
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,494,333
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,785,220
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,290,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,738,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,260,322
Interest on participant loans	2019-12-31	$10,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,623,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,347,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,347,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$19,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,850,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,098,894
Employer contributions (assets) at end of year	2019-12-31	$1,098,894
Employer contributions (assets) at beginning of year	2019-12-31	$920,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,296,911
Contract administrator fees	2019-12-31	$3,252
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2019-12-31	133418879
2018 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$913,479
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$497,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$496,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,704,404
Value of total assets at end of year	2018-12-31	$21,290,887
Value of total assets at beginning of year	2018-12-31	$20,875,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,625
Total interest from all sources	2018-12-31	$18,284
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$662,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$662,307
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$721,813
Participant contributions at end of year	2018-12-31	$200,600
Participant contributions at beginning of year	2018-12-31	$234,316
Participant contributions at end of year	2018-12-31	$44,587
Participant contributions at beginning of year	2018-12-31	$47,088
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$7,517,303
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$7,604,747
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$62,006
Other income not declared elsewhere	2018-12-31	$-195,854
Total non interest bearing cash at end of year	2018-12-31	$6
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$415,502
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,290,887
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,875,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,260,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,155,621
Interest on participant loans	2018-12-31	$9,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,347,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,068,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,068,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,275,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$920,585
Employer contributions (assets) at end of year	2018-12-31	$920,587
Employer contributions (assets) at beginning of year	2018-12-31	$764,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$496,352
Contract administrator fees	2018-12-31	$1,625
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2018-12-31	133418879
2017 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,558,869
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$363,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$331,341
Value of total corrective distributions	2017-12-31	$29,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,614,881
Value of total assets at end of year	2017-12-31	$20,875,385
Value of total assets at beginning of year	2017-12-31	$16,679,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,225
Total interest from all sources	2017-12-31	$18,389
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$395,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$395,680
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$633,567
Participant contributions at end of year	2017-12-31	$234,316
Participant contributions at beginning of year	2017-12-31	$301,048
Participant contributions at end of year	2017-12-31	$47,088
Participant contributions at beginning of year	2017-12-31	$55,456
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$7,604,747
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$5,953,408
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$216,663
Other income not declared elsewhere	2017-12-31	$1,374,130
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,195,406
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,875,385
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,679,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,155,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,812,150
Interest on participant loans	2017-12-31	$11,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,068,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$796,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$796,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$6,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,155,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$764,651
Employer contributions (assets) at end of year	2017-12-31	$764,651
Employer contributions (assets) at beginning of year	2017-12-31	$761,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$331,341
Contract administrator fees	2017-12-31	$2,225
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2017-12-31	133418879
2016 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,166,483
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,231,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,228,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,301,649
Value of total assets at end of year	2016-12-31	$16,679,979
Value of total assets at beginning of year	2016-12-31	$15,744,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,760
Total interest from all sources	2016-12-31	$15,419
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$337,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$337,142
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$505,610
Participant contributions at end of year	2016-12-31	$301,048
Participant contributions at beginning of year	2016-12-31	$377,554
Participant contributions at end of year	2016-12-31	$55,456
Participant contributions at beginning of year	2016-12-31	$40,075
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$5,953,408
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,477,863
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$35,000
Other income not declared elsewhere	2016-12-31	$254,243
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$935,469
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,679,979
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,744,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,812,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,478,248
Interest on participant loans	2016-12-31	$14,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$796,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$680,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$680,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$258,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$761,039
Employer contributions (assets) at end of year	2016-12-31	$761,039
Employer contributions (assets) at beginning of year	2016-12-31	$690,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,228,254
Contract administrator fees	2016-12-31	$2,760
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2016-12-31	133418879
2015 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,126,900
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,563,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,559,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,211,338
Value of total assets at end of year	2015-12-31	$15,744,510
Value of total assets at beginning of year	2015-12-31	$16,180,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,376
Total interest from all sources	2015-12-31	$13,657
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$662,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$662,378
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$520,984
Participant contributions at end of year	2015-12-31	$377,554
Participant contributions at beginning of year	2015-12-31	$322,812
Participant contributions at end of year	2015-12-31	$40,075
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,477,863
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,226,613
Other income not declared elsewhere	2015-12-31	$27,573
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$48,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-436,186
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,744,510
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,180,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,478,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,098,623
Interest on participant loans	2015-12-31	$13,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$680,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$712,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$712,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-788,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$690,354
Employer contributions (assets) at end of year	2015-12-31	$690,354
Employer contributions (assets) at beginning of year	2015-12-31	$771,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,559,710
Contract administrator fees	2015-12-31	$3,376
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2015-12-31	133418879
2014 : UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,644,113
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$152,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$147,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,766,601
Value of total assets at end of year	2014-12-31	$16,180,696
Value of total assets at beginning of year	2014-12-31	$13,689,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,003
Total interest from all sources	2014-12-31	$10,652
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$549,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$549,590
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$556,640
Participant contributions at end of year	2014-12-31	$322,812
Participant contributions at beginning of year	2014-12-31	$215,158
Participant contributions at beginning of year	2014-12-31	$35,449
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,226,613
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$4,435,205
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$438,218
Other income not declared elsewhere	2014-12-31	$471,181
Total non interest bearing cash at end of year	2014-12-31	$48,308
Total non interest bearing cash at beginning of year	2014-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,491,424
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,180,696
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,689,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,098,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,666,288
Interest on participant loans	2014-12-31	$10,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$712,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$595,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$595,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-153,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$771,743
Employer contributions (assets) at end of year	2014-12-31	$771,743
Employer contributions (assets) at beginning of year	2014-12-31	$741,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$147,686
Contract administrator fees	2014-12-31	$5,003
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GETTRY MARCUS CPA PC
Accountancy firm EIN	2014-12-31	133418879

Form 5500 Responses for UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN

2022: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNIVERSITY NEUROSURGICAL ASSOCIATES
Employer identification number (EIN):	382376857
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)