401k Plan data: SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST plan

SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.

Employer identification number (EIN): 593317557

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

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

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1995-05-15

Company Identification Number: P95000038864

Legal Registered Office Address: 1840 MEASE DR

SAFETY HARBOR

34695

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 THEODORE R SMALL, MD 2024-09-06 THEODORE R SMALL, MD 2024-09-06
001 2022-01-01 THEODORE SMALL 2023-03-20
001 2021-01-01 THEODORE SMALL 2022-03-23
001 2020-01-01 DAVID BERRY 2021-02-23
001 2019-01-01 DAVID BERRY 2020-06-02
001 2018-01-01 DAVID BERRY 2019-05-21
001 2017-01-01 DAVID BERRY 2018-09-13
001 2016-01-01 DAVID BERRY 2017-09-15 DAVID BERRY 2017-09-15
001 2015-01-01 DAVID BERRY 2016-06-02 DAVID BERRY 2016-06-02
001 2014-01-01 DAVID BERRY 2015-10-07 DAVID BERRY 2015-10-07
001 2013-01-01 DAVID BERRY 2014-10-07 DAVID BERRY 2014-10-07
001 2012-01-01 DAVID BERRY 2013-10-11 DAVID BERRY 2013-10-11
001 2011-01-01 DAVID BERRY 2012-10-03 DAVID BERRY 2012-10-03
001 2010-01-01 RICK SCHMIDT 2011-09-06 RICK SCHMIDT 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THEODORE R SMALL, MD	2024-09-06	THEODORE R SMALL, MD	2024-09-06
001	2022-01-01	THEODORE SMALL	2023-03-20
001	2021-01-01	THEODORE SMALL	2022-03-23
001	2020-01-01	DAVID BERRY	2021-02-23
001	2019-01-01	DAVID BERRY	2020-06-02
001	2018-01-01	DAVID BERRY	2019-05-21
001	2017-01-01	DAVID BERRY	2018-09-13
001	2016-01-01	DAVID BERRY	2017-09-15	DAVID BERRY	2017-09-15
001	2015-01-01	DAVID BERRY	2016-06-02	DAVID BERRY	2016-06-02
001	2014-01-01	DAVID BERRY	2015-10-07	DAVID BERRY	2015-10-07
001	2013-01-01	DAVID BERRY	2014-10-07	DAVID BERRY	2014-10-07
001	2012-01-01	DAVID BERRY	2013-10-11	DAVID BERRY	2013-10-11
001	2011-01-01	DAVID BERRY	2012-10-03	DAVID BERRY	2012-10-03
001	2010-01-01	RICK SCHMIDT	2011-09-06	RICK SCHMIDT	2011-09-06

Financial Data on SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year	2025-03-11	0
Total liabilities as of the beginning of the plan year	2025-03-11	0
Total expenses incurred by plan in this plan year	2025-03-11	13361790
Net assets as of the end of the plan year	2025-03-11	0
Total assets as of the beginning of the plan year	2025-03-11	12336810
Value of plan covered by a fidelity bond	2025-03-11	500000
Participant contributions to plan in this plan year	2025-03-11	33570
Other contributions to plan in this plan year	2025-03-11	0
Other income to plan in this plan year	2025-03-11	943821
Plan net income in this plan year	2025-03-11	-12336810
Net assets as of the end of the plan year	2025-03-11	0
Net assets as of the beginning of the plan year	2025-03-11	12336810
Employer contributions to plan in this plan year	2025-03-11	47589
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-11	5692
2024 : SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-09-06	0
Total expenses incurred by plan in this plan year	2024-09-06	84689
Net assets as of the end of the plan year	2024-09-06	12336810
Total assets as of the beginning of the plan year	2024-09-06	10275361
Value of plan covered by a fidelity bond	2024-09-06	500000
Participant contributions to plan in this plan year	2024-09-06	134883
Other income to plan in this plan year	2024-09-06	1772961
Plan net income in this plan year	2024-09-06	2061449
Net assets as of the end of the plan year	2024-09-06	12336810
Net assets as of the beginning of the plan year	2024-09-06	10275361
Employer contributions to plan in this plan year	2024-09-06	238294
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-06	510
2022 : SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-03-23	320976
Net assets as of the end of the plan year	2022-03-23	11530662
Total assets as of the beginning of the plan year	2022-03-23	9963027
Value of plan covered by a fidelity bond	2022-03-23	500000
Participant contributions to plan in this plan year	2022-03-23	159345
Other income to plan in this plan year	2022-03-23	1484002
Plan net income in this plan year	2022-03-23	1567635
Net assets as of the end of the plan year	2022-03-23	11530662
Net assets as of the beginning of the plan year	2022-03-23	9963027
Employer contributions to plan in this plan year	2022-03-23	245264
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-23	1114

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Company Name:	SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.
Employer identification number (EIN):	593317557
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1995-05-15
Company Identification Number:	P95000038864
Legal Registered Office Address:	1840 MEASE DR SAFETY HARBOR 34695