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SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST
Plan identification number 002

SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

SURGICAL ASSOCIATES OF KENOSHA SC has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF KENOSHA SC
Employer identification number (EIN):391227920
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-11-30ROGER T PACANOWSKI MD
0022013-12-01ROGER T PACANOWSKI MD
0022012-12-01ROGER T PACANOWSKI MD
0022011-12-01ROGER T PACANOWSKI MD
0022009-12-01ROGER T PACANOWSKI MD

Plan Statistics for SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-302
Total of all active and inactive participants2014-11-300
Total participants2014-11-300
2013: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-012
Total number of active participants reported on line 7a of the Form 55002013-12-012
Total of all active and inactive participants2013-12-012
Total participants2013-12-012
Number of participants with account balances2013-12-012
2012: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-012
Total number of active participants reported on line 7a of the Form 55002012-12-012
Total of all active and inactive participants2012-12-012
Total participants2012-12-012
Number of participants with account balances2012-12-012
2011: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-012
Total number of active participants reported on line 7a of the Form 55002011-12-012
Total of all active and inactive participants2011-12-012
Total participants2011-12-012
Number of participants with account balances2011-12-012
2009: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-012
Total number of active participants reported on line 7a of the Form 55002009-12-012
Total of all active and inactive participants2009-12-012
Total participants2009-12-012
Number of participants with account balances2009-12-012

Financial Data on SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$116,956
Expenses. Total of all expenses incurred2015-06-30$3,188,205
Benefits paid (including direct rollovers)2015-06-30$3,171,797
Total plan assets at end of year2015-06-30$0
Total plan assets at beginning of year2015-06-30$3,071,249
Value of fidelity bond covering the plan2015-06-30$310,000
Expenses. Other expenses not covered elsewhere2015-06-30$16,408
Other income received2015-06-30$116,956
Net income (gross income less expenses)2015-06-30$-3,071,249
Net plan assets at end of year (total assets less liabilities)2015-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,071,249
2014 : SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-11-30$207,651
Expenses. Total of all expenses incurred2014-11-30$146,745
Benefits paid (including direct rollovers)2014-11-30$120,000
Total plan assets at end of year2014-11-30$3,071,249
Total plan assets at beginning of year2014-11-30$3,010,343
Value of fidelity bond covering the plan2014-11-30$310,000
Expenses. Other expenses not covered elsewhere2014-11-30$26,745
Other income received2014-11-30$207,651
Net income (gross income less expenses)2014-11-30$60,906
Net plan assets at end of year (total assets less liabilities)2014-11-30$3,071,249
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$3,010,343
2013 : SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-11-30$678,915
Expenses. Total of all expenses incurred2013-11-30$159,439
Benefits paid (including direct rollovers)2013-11-30$136,000
Total plan assets at end of year2013-11-30$3,010,343
Total plan assets at beginning of year2013-11-30$2,490,867
Value of fidelity bond covering the plan2013-11-30$305,000
Expenses. Other expenses not covered elsewhere2013-11-30$23,439
Other income received2013-11-30$678,815
Net income (gross income less expenses)2013-11-30$519,476
Net plan assets at end of year (total assets less liabilities)2013-11-30$3,010,343
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$2,490,867
Total contributions received or receivable from employer(s)2013-11-30$100
2012 : SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-11-30$175,253
Expenses. Total of all expenses incurred2012-11-30$133,986
Benefits paid (including direct rollovers)2012-11-30$113,676
Total plan assets at end of year2012-11-30$2,490,867
Total plan assets at beginning of year2012-11-30$2,449,600
Value of fidelity bond covering the plan2012-11-30$260,000
Expenses. Other expenses not covered elsewhere2012-11-30$20,310
Other income received2012-11-30$175,153
Net income (gross income less expenses)2012-11-30$41,267
Net plan assets at end of year (total assets less liabilities)2012-11-30$2,490,867
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$2,449,600
Total contributions received or receivable from employer(s)2012-11-30$100
2011 : SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-11-30$99,444
Expenses. Total of all expenses incurred2011-11-30$87,315
Benefits paid (including direct rollovers)2011-11-30$70,308
Total plan assets at end of year2011-11-30$2,449,600
Total plan assets at beginning of year2011-11-30$2,437,471
Value of fidelity bond covering the plan2011-11-30$260,000
Expenses. Other expenses not covered elsewhere2011-11-30$17,007
Other income received2011-11-30$99,344
Net income (gross income less expenses)2011-11-30$12,129
Net plan assets at end of year (total assets less liabilities)2011-11-30$2,449,600
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$2,437,471
Total contributions received or receivable from employer(s)2011-11-30$100

Form 5500 Responses for SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST

2014: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-11-30Type of plan entitySingle employer plan
2014-11-30This submission is the final filingYes
2014-11-30This return/report is a short plan year return/report (less than 12 months)Yes
2014-11-30Plan funding arrangement – TrustYes
2014-11-30Plan benefit arrangement - TrustYes
2013: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES OF KENOSHA SC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes

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