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Plan Name | LINCOLN SURGERY CTR 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LINCOLN SURGERY CENTER, LLC |
Employer identification number (EIN): | 470807324 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about LINCOLN SURGERY CENTER, LLC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2008-01-21 |
Company Identification Number: | 20081040521 |
Legal Registered Office Address: |
11960 Lioness Way Ste 120 Parker United States of America (USA) 80134 |
More information about LINCOLN SURGERY CENTER, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LORI APPLEGATE | |||
001 | 2016-01-01 | ROBIN LINAFELTER | |||
001 | 2015-01-01 | LORI APPLEGATE | |||
001 | 2014-01-01 | ROBIN F. LINAFELTER | |||
001 | 2013-01-01 | ROBB LINAFELTER | |||
001 | 2012-01-01 | ROBIN LINAFELTER | |||
001 | 2011-01-01 | ROBIN F LINAFELTER | ROBIN F LINAFELTER | 2012-10-12 | |
001 | 2009-01-01 | ROBIN LINAFELTER | ROBIN LINAFELTER | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2022: LINCOLN SURGERY CTR 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 510 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 434 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 80 |
Total of all active and inactive participants | 2022-01-01 | 516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 516 |
Number of participants with account balances | 2022-01-01 | 509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LINCOLN SURGERY CTR 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 477 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 406 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 97 |
Total of all active and inactive participants | 2021-01-01 | 510 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 510 |
Number of participants with account balances | 2021-01-01 | 503 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: LINCOLN SURGERY CTR 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 441 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 389 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 84 |
Total of all active and inactive participants | 2020-01-01 | 476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 476 |
Number of participants with account balances | 2020-01-01 | 470 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LINCOLN SURGERY CTR 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 368 |
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 | 74 |
Total of all active and inactive participants | 2019-01-01 | 442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 442 |
Number of participants with account balances | 2019-01-01 | 427 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LINCOLN SURGERY CTR 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 349 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 364 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 56 |
Total of all active and inactive participants | 2018-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 421 |
Number of participants with account balances | 2018-01-01 | 403 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: LINCOLN SURGERY CTR 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 278 |
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 | 20 |
Total of all active and inactive participants | 2017-01-01 | 298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 298 |
Number of participants with account balances | 2017-01-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: LINCOLN SURGERY CTR 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 266 |
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 | 15 |
Total of all active and inactive participants | 2016-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 281 |
Number of participants with account balances | 2016-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: LINCOLN SURGERY CTR 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 239 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 248 |
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 | 12 |
Total of all active and inactive participants | 2015-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 260 |
Number of participants with account balances | 2015-01-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: LINCOLN SURGERY CTR 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 221 |
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 | 13 |
Total of all active and inactive participants | 2014-01-01 | 234 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 234 |
Number of participants with account balances | 2014-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
2013: LINCOLN SURGERY CTR 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 225 |
Number of participants with account balances | 2013-01-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: LINCOLN SURGERY CTR 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 218 |
Number of participants with account balances | 2012-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: LINCOLN SURGERY CTR 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 212 |
Number of participants with account balances | 2011-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: LINCOLN SURGERY CTR 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 177 |
Number of participants with account balances | 2009-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : LINCOLN SURGERY CTR 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 | $6,680 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,735 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,013,001 |
Total loss/gain on sale of assets | 2022-12-31 | $-355,055 |
Total of all expenses incurred | 2022-12-31 | $1,574,411 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,537,713 |
Value of total corrective distributions | 2022-12-31 | $4,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,218,480 |
Value of total assets at end of year | 2022-12-31 | $29,305,745 |
Value of total assets at beginning of year | 2022-12-31 | $32,893,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,069 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,050,268 |
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 | $1,050,268 |
Administrative expenses professional fees incurred | 2022-12-31 | $32,069 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $2,117,389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $170,666 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $652 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $357 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $6,680 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $6,735 |
Total non interest bearing cash at end of year | 2022-12-31 | $110,602 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $85,131 |
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 | $-3,587,412 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $29,299,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,886,477 |
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 | $27,420,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,090,285 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,774,303 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,704,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,968,875 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $42,181 |
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 | $930,425 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $13,081 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,537,713 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $-355,055 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : LINCOLN SURGERY CTR 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 | $6,735 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,899 |
Total income from all sources (including contributions) | 2021-12-31 | $7,351,702 |
Total loss/gain on sale of assets | 2021-12-31 | $1,555,893 |
Total of all expenses incurred | 2021-12-31 | $3,936,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,907,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,530,063 |
Value of total assets at end of year | 2021-12-31 | $32,893,212 |
Value of total assets at beginning of year | 2021-12-31 | $29,478,304 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $29,375 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,040,655 |
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 | $1,040,655 |
Administrative expenses professional fees incurred | 2021-12-31 | $29,375 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,831,260 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $885,071 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $357 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $361 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $6,899 |
Total non interest bearing cash at end of year | 2021-12-31 | $85,131 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $84,151 |
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 | $3,415,072 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,886,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,471,405 |
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 | $31,090,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,313,897 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,704,358 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,079,895 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,191,760 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $33,331 |
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 | No |
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 | $813,732 |
Employer contributions (assets) at end of year | 2021-12-31 | $13,081 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,907,255 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $1,555,893 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : LINCOLN SURGERY CTR 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 | $6,899 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,996 |
Total income from all sources (including contributions) | 2020-12-31 | $6,854,552 |
Total loss/gain on sale of assets | 2020-12-31 | $89,669 |
Total of all expenses incurred | 2020-12-31 | $2,545,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,515,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,899,910 |
Value of total assets at end of year | 2020-12-31 | $29,478,304 |
Value of total assets at beginning of year | 2020-12-31 | $25,168,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,910 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $798,752 |
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 | $798,752 |
Administrative expenses professional fees incurred | 2020-12-31 | $29,910 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,630,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $531,071 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $361 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $6,899 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $6,996 |
Total non interest bearing cash at end of year | 2020-12-31 | $84,151 |
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 | $4,309,455 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,471,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,161,950 |
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 | $27,313,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,153,176 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,079,895 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,015,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,033,579 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $32,642 |
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 | $737,885 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,515,187 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $89,669 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : LINCOLN SURGERY CTR 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $6,996 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,996 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,992 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,992 |
Total income from all sources (including contributions) | 2019-12-31 | $7,464,760 |
Total income from all sources (including contributions) | 2019-12-31 | $7,464,760 |
Total loss/gain on sale of assets | 2019-12-31 | $281,266 |
Total loss/gain on sale of assets | 2019-12-31 | $281,266 |
Total of all expenses incurred | 2019-12-31 | $1,592,863 |
Total of all expenses incurred | 2019-12-31 | $1,592,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,562,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,562,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,172,898 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,172,898 |
Value of total assets at end of year | 2019-12-31 | $25,168,946 |
Value of total assets at end of year | 2019-12-31 | $25,168,946 |
Value of total assets at beginning of year | 2019-12-31 | $19,297,045 |
Value of total assets at beginning of year | 2019-12-31 | $19,297,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,160 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $693,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $693,372 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $693,372 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $693,372 |
Administrative expenses professional fees incurred | 2019-12-31 | $30,160 |
Administrative expenses professional fees incurred | 2019-12-31 | $30,160 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,455,403 |
Contributions received from participants | 2019-12-31 | $1,455,403 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,086,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,086,475 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $573 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $6,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $6,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,992 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,992 |
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 |
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 | $5,871,897 |
Value of net income/loss | 2019-12-31 | $5,871,897 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,161,950 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,161,950 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,290,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,290,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $24,153,176 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,153,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,339,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,339,270 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,015,076 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,015,076 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $957,775 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $957,775 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,289,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,289,581 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $27,643 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $27,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $631,020 |
Contributions received in cash from employer | 2019-12-31 | $631,020 |
Employer contributions (assets) at end of year | 2019-12-31 | $121 |
Employer contributions (assets) at end of year | 2019-12-31 | $121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,562,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,562,703 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $281,266 |
Aggregate proceeds on sale of assets | 2019-12-31 | $281,266 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : LINCOLN SURGERY CTR 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $3,752,863 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,992 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,611 |
Total income from all sources (including contributions) | 2018-12-31 | $1,031,851 |
Total loss/gain on sale of assets | 2018-12-31 | $-63,174 |
Total of all expenses incurred | 2018-12-31 | $1,643,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,614,681 |
Value of total corrective distributions | 2018-12-31 | $2,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,696,567 |
Value of total assets at end of year | 2018-12-31 | $19,297,045 |
Value of total assets at beginning of year | 2018-12-31 | $16,151,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $26,605 |
Total interest from all sources | 2018-12-31 | $62 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $688,316 |
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 | $688,316 |
Administrative expenses professional fees incurred | 2018-12-31 | $26,605 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,406,534 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $686,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $6,992 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,611 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $52,331 |
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 | $-612,046 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,290,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,149,236 |
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 | $18,339,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,099,516 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $957,775 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $62 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,307,418 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $17,498 |
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 | $603,037 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,614,681 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $-63,174 |
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 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : LINCOLN SURGERY CTR 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,611 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $14,309 |
Total income from all sources (including contributions) | 2017-12-31 | $4,023,540 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $723,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $723,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,490,566 |
Value of total assets at end of year | 2017-12-31 | $16,151,847 |
Value of total assets at beginning of year | 2017-12-31 | $12,863,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $440 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $697,621 |
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 | $697,621 |
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 | $998,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $54,038 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,611 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $14,309 |
Administrative expenses (other) incurred | 2017-12-31 | $440 |
Total non interest bearing cash at end of year | 2017-12-31 | $52,331 |
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 | $3,299,952 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,149,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,849,284 |
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 | $16,099,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,863,593 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,835,353 |
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 | $437,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $723,148 |
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 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : LINCOLN SURGERY CTR 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $14,309 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,165 |
Total income from all sources (including contributions) | 2016-12-31 | $2,145,865 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $698,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $698,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,281,788 |
Value of total assets at end of year | 2016-12-31 | $12,863,593 |
Value of total assets at beginning of year | 2016-12-31 | $11,418,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $300 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $489,445 |
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 | $489,445 |
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 | $870,603 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $21,761 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $14,309 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $16,165 |
Administrative expenses (other) incurred | 2016-12-31 | $300 |
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 | $1,446,958 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,849,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,402,326 |
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 | $12,863,593 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,418,491 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $374,632 |
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 | $389,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $698,607 |
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 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : LINCOLN SURGERY CTR 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $16,165 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $13,138 |
Total income from all sources (including contributions) | 2015-12-31 | $996,819 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $558,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $558,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,060,675 |
Value of total assets at end of year | 2015-12-31 | $11,418,491 |
Value of total assets at beginning of year | 2015-12-31 | $10,977,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $300 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $582,185 |
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 | $582,185 |
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 | $720,496 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $16,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $13,138 |
Administrative expenses (other) incurred | 2015-12-31 | $300 |
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 | $438,106 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,402,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,964,220 |
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 | $11,418,491 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,977,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-646,041 |
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 | $340,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $558,413 |
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 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : LINCOLN SURGERY CTR 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $13,138 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $10,631 |
Total income from all sources (including contributions) | 2014-12-31 | $1,444,661 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $385,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $384,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $986,540 |
Value of total assets at end of year | 2014-12-31 | $10,977,358 |
Value of total assets at beginning of year | 2014-12-31 | $9,915,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $399 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $926,280 |
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 | $926,280 |
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 | $591,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $90,636 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $13,138 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $10,631 |
Other income not declared elsewhere | 2014-12-31 | $871 |
Administrative expenses (other) incurred | 2014-12-31 | $399 |
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 | $1,059,545 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,964,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,904,675 |
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 | $10,977,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,915,306 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-469,030 |
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 | $304,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $384,717 |
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 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : LINCOLN SURGERY CTR 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $10,631 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $24,951 |
Total income from all sources (including contributions) | 2013-12-31 | $2,377,151 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $191,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $191,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $872,983 |
Value of total assets at end of year | 2013-12-31 | $9,915,306 |
Value of total assets at beginning of year | 2013-12-31 | $7,744,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $775 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $484,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $484,929 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $519,371 |
Participant contributions at beginning of year | 2013-12-31 | $10 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $64,489 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $10,631 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $24,951 |
Administrative expenses (other) incurred | 2013-12-31 | $775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,185,215 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,904,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,719,460 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,915,306 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,744,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,019,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $289,123 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $191,161 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : LINCOLN SURGERY CTR 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $24,951 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $14,693 |
Total income from all sources (including contributions) | 2012-12-31 | $1,633,567 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $73,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $73,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $800,395 |
Value of total assets at end of year | 2012-12-31 | $7,744,411 |
Value of total assets at beginning of year | 2012-12-31 | $6,173,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $125 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $135,849 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $135,849 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $475,604 |
Participant contributions at end of year | 2012-12-31 | $10 |
Participant contributions at beginning of year | 2012-12-31 | $15,632 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $44,519 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $24,951 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $14,693 |
Administrative expenses (other) incurred | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,560,220 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,719,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,159,240 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,744,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,147,829 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $697,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $280,272 |
Employer contributions (assets) at end of year | 2012-12-31 | $5 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $73,222 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : LINCOLN SURGERY CTR 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,693 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $16,227 |
Total income from all sources (including contributions) | 2011-12-31 | $528,888 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $140,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $140,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $755,362 |
Value of total assets at end of year | 2011-12-31 | $6,173,933 |
Value of total assets at beginning of year | 2011-12-31 | $5,786,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $250 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $121,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $121,078 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $474,020 |
Participant contributions at end of year | 2011-12-31 | $15,632 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $10,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $14,693 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $16,227 |
Administrative expenses (other) incurred | 2011-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $388,501 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,159,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,770,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,147,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,786,966 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-347,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $271,342 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $140,137 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : LINCOLN SURGERY CTR 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $16,227 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,357,756 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $126,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $126,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $753,058 |
Value of total assets at end of year | 2010-12-31 | $5,786,966 |
Value of total assets at beginning of year | 2010-12-31 | $4,539,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $125 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $98,983 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $98,983 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $430,660 |
Participant contributions at beginning of year | 2010-12-31 | $17,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $72,752 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $16,227 |
Administrative expenses (other) incurred | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,231,146 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,770,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,539,593 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,786,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,511,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $505,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $249,646 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $11,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $126,485 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : LINCOLN SURGERY CTR 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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: LINCOLN SURGERY CTR 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 |
2013: LINCOLN SURGERY CTR 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LINCOLN SURGERY CTR 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LINCOLN SURGERY CTR 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LINCOLN SURGERY CTR 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |