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401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 401k Plan overview

Plan Name401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA
Plan identification number 002

401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SURGICAL ASSOCIATES OF CENTRAL FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF CENTRAL FLORIDA, P.A.
Employer identification number (EIN):591447035
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES OF CENTRAL FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-01-02
Company Identification Number: 604059
Legal Registered Office Address: 1181 ORANGE AVENUE

WINTER PARK

32789

More information about SURGICAL ASSOCIATES OF CENTRAL FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01ROBERTO G. POSADA, M.D.
0022015-01-01ROBERTO G. POSADA, M.D.
0022014-01-01ROBERTO G. POSADA, M.D.
0022013-01-01ROBERTO G. POSADA, M.D.
0022012-01-01ROBERTO G. POSADA, M.D.
0022011-01-01ROBERTO G. POSADA, M.D.
0022010-01-01ROBERTO G. POSADA, M.D. ROBERTO G. POSADA, M.D.2011-10-15
0022009-01-01ROBERTO G. POSADA, M.D. ROBERTO G. POSADA, M.D.2010-10-15
0022009-01-01ROBERTO G. POSADA, M.D. ROBERTO G. POSADA, M.D.2010-10-14

Plan Statistics for 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA

401k plan membership statisitcs for 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA

Measure Date Value
2016: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-0116
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
2009: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA

Measure Date Value
2016 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2016 401k financial data
Total income from all sources2016-12-31$478,066
Expenses. Total of all expenses incurred2016-12-31$641,472
Benefits paid (including direct rollovers)2016-12-31$575,652
Total plan assets at end of year2016-12-31$1,962,268
Total plan assets at beginning of year2016-12-31$2,125,674
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$74,080
Expenses. Other expenses not covered elsewhere2016-12-31$65,820
Other income received2016-12-31$249,202
Net income (gross income less expenses)2016-12-31$-163,406
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,962,268
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,125,674
Total contributions received or receivable from employer(s)2016-12-31$154,784
2015 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2015 401k financial data
Total income from all sources2015-12-31$53,598
Expenses. Total of all expenses incurred2015-12-31$21,964
Benefits paid (including direct rollovers)2015-12-31$13,683
Total plan assets at end of year2015-12-31$2,125,674
Total plan assets at beginning of year2015-12-31$2,094,040
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$56,220
Expenses. Other expenses not covered elsewhere2015-12-31$8,281
Other income received2015-12-31$-123,133
Net income (gross income less expenses)2015-12-31$31,634
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,125,674
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,094,040
Total contributions received or receivable from employer(s)2015-12-31$120,511
2014 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2014 401k financial data
Total income from all sources2014-12-31$246,426
Expenses. Total of all expenses incurred2014-12-31$493,678
Benefits paid (including direct rollovers)2014-12-31$5,344
Total plan assets at end of year2014-12-31$2,094,040
Total plan assets at beginning of year2014-12-31$2,341,292
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$54,840
Expenses. Other expenses not covered elsewhere2014-12-31$488,334
Other income received2014-12-31$71,883
Net income (gross income less expenses)2014-12-31$-247,252
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,094,040
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,341,292
Total contributions received or receivable from employer(s)2014-12-31$119,703
2013 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2013 401k financial data
Total income from all sources2013-12-31$448,473
Expenses. Total of all expenses incurred2013-12-31$20,498
Benefits paid (including direct rollovers)2013-12-31$9,461
Total plan assets at end of year2013-12-31$2,341,292
Total plan assets at beginning of year2013-12-31$1,913,317
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$54,650
Expenses. Other expenses not covered elsewhere2013-12-31$11,037
Other income received2013-12-31$280,035
Net income (gross income less expenses)2013-12-31$427,975
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,341,292
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,913,317
Total contributions received or receivable from employer(s)2013-12-31$113,788
2012 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2012 401k financial data
Total income from all sources2012-12-31$310,996
Expenses. Total of all expenses incurred2012-12-31$29,693
Benefits paid (including direct rollovers)2012-12-31$19,626
Total plan assets at end of year2012-12-31$1,913,317
Total plan assets at beginning of year2012-12-31$1,632,014
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$47,574
Expenses. Other expenses not covered elsewhere2012-12-31$10,067
Other income received2012-12-31$147,048
Net income (gross income less expenses)2012-12-31$281,303
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,913,317
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,632,014
Total contributions received or receivable from employer(s)2012-12-31$116,374
2011 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2011 401k financial data
Total income from all sources2011-12-31$152,591
Expenses. Total of all expenses incurred2011-12-31$23,852
Benefits paid (including direct rollovers)2011-12-31$14,885
Total plan assets at end of year2011-12-31$1,632,014
Total plan assets at beginning of year2011-12-31$1,503,275
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$51,580
Expenses. Other expenses not covered elsewhere2011-12-31$8,967
Other income received2011-12-31$-12,974
Net income (gross income less expenses)2011-12-31$128,739
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,632,014
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,503,275
Total contributions received or receivable from employer(s)2011-12-31$113,985
2010 : 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2010 401k financial data
Total income from all sources2010-12-31$317,900
Expenses. Total of all expenses incurred2010-12-31$716,459
Benefits paid (including direct rollovers)2010-12-31$706,820
Total plan assets at end of year2010-12-31$1,503,275
Total plan assets at beginning of year2010-12-31$1,901,834
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$52,059
Expenses. Other expenses not covered elsewhere2010-12-31$9,639
Other income received2010-12-31$152,603
Net income (gross income less expenses)2010-12-31$-398,559
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,503,275
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,901,834
Total contributions received or receivable from employer(s)2010-12-31$113,238

Form 5500 Responses for 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA

2016: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 401(K)/PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF SURGICAL ASSOCIATES OF CENTRAL FLORIDA, PA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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