401k Plan data: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN plan

LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 401k Plan overview

Plan Name	LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN
Plan identification number	002

LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOUISVILLE SURGICAL ASSOCIATES, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: LOUISVILLE SURGICAL ASSOCIATES, P.S.C.

Employer identification number (EIN): 611228474

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 JOHN OLSOFKA 2022-07-25
002 2020-01-01
002 2019-01-01
002 2018-01-01 JOHN OLSOFKA
002 2017-01-01 JOHN OLSOFKA
002 2016-01-01 JOHN OLSOFKA
002 2015-01-01 JOHN OLSOFKA
002 2014-01-01 JOHN OLSOFKA
002 2013-01-01 JOHN OLSOFKA
002 2012-01-01 JOHN OLSOFKA
002 2011-01-01 JOHN OLSOFKA
002 2010-01-01 JOHN OLSOFKA
002 2009-01-01 JOHN OLSOFKA

Plan Statistics for LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN

401k plan membership statisitcs for LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN

Measure Date Value
2021: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 4
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 4
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 5
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 10
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 12
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 25
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
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 5
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 27
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
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 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	4
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	4
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	5
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	10
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	12
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	25
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
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	5
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	27
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
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	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN

Measure	Date	Value
2021 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,158,230
Expenses. Total of all expenses incurred	2021-12-31	$11,150,228
Benefits paid (including direct rollovers)	2021-12-31	$11,096,801
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$9,991,998
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$0
Assets. Value of loans (other than to participants)	2021-12-31	$0
Other income received	2021-12-31	$1,158,230
Net income (gross income less expenses)	2021-12-31	$-9,991,998
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,991,998
Total contributions received or receivable from employer(s)	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$53,427
2020 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,442,409
Expenses. Total of all expenses incurred	2020-12-31	$705,222
Benefits paid (including direct rollovers)	2020-12-31	$642,604
Total plan assets at end of year	2020-12-31	$9,991,998
Total plan assets at beginning of year	2020-12-31	$9,254,811
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$37,134
Assets. Value of loans (other than to participants)	2020-12-31	$1,022
Other income received	2020-12-31	$1,229,906
Net income (gross income less expenses)	2020-12-31	$737,187
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,991,998
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,254,811
Total contributions received or receivable from employer(s)	2020-12-31	$175,369
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$62,618
2019 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,878,958
Expenses. Total of all expenses incurred	2019-12-31	$94,537
Benefits paid (including direct rollovers)	2019-12-31	$36,380
Total plan assets at end of year	2019-12-31	$9,254,811
Total plan assets at beginning of year	2019-12-31	$7,470,390
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$119,000
Assets. Value of loans (other than to participants)	2019-12-31	$5,118
Other income received	2019-12-31	$1,579,446
Net income (gross income less expenses)	2019-12-31	$1,784,421
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,254,811
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,470,390
Total contributions received or receivable from employer(s)	2019-12-31	$180,512
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$58,157
2018 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-126,884
Expenses. Total of all expenses incurred	2018-12-31	$61,265
Benefits paid (including direct rollovers)	2018-12-31	$3,315
Total plan assets at end of year	2018-12-31	$7,470,390
Total plan assets at beginning of year	2018-12-31	$7,658,539
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$116,500
Assets. Value of loans (other than to participants)	2018-12-31	$9,298
Other income received	2018-12-31	$-427,393
Net income (gross income less expenses)	2018-12-31	$-188,149
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,470,390
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,658,539
Total contributions received or receivable from employer(s)	2018-12-31	$184,009
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$57,950
2017 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,355,510
Expenses. Total of all expenses incurred	2017-12-31	$57,132
Total plan assets at end of year	2017-12-31	$7,658,539
Total plan assets at beginning of year	2017-12-31	$6,360,161
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$108,000
Assets. Value of loans (other than to participants)	2017-12-31	$13,196
Other income received	2017-12-31	$1,065,194
Net income (gross income less expenses)	2017-12-31	$1,298,378
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,658,539
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,360,161
Total contributions received or receivable from employer(s)	2017-12-31	$182,316
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$57,132
2016 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$758,337
Expenses. Total of all expenses incurred	2016-12-31	$51,496
Benefits paid (including direct rollovers)	2016-12-31	$8,127
Total plan assets at end of year	2016-12-31	$6,360,161
Total plan assets at beginning of year	2016-12-31	$5,653,320
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$108,000
Assets. Value of loans (other than to participants)	2016-12-31	$16,831
Other income received	2016-12-31	$472,820
Net income (gross income less expenses)	2016-12-31	$706,841
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,360,161
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,653,320
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$177,517
Value of certain deemed distributions of participant loans	2016-12-31	$43,369
2015 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$332,576
Expenses. Total of all expenses incurred	2015-12-31	$661,838
Benefits paid (including direct rollovers)	2015-12-31	$618,470
Total plan assets at end of year	2015-12-31	$5,653,320
Total plan assets at beginning of year	2015-12-31	$5,982,582
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$108,000
Assets. Value of loans (other than to participants)	2015-12-31	$20,222
Contributions received from other sources (not participants or employers)	2015-12-31	$24,193
Other income received	2015-12-31	$22,459
Net income (gross income less expenses)	2015-12-31	$-329,262
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,653,320
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,982,582
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$177,924
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$43,368
2014 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$588,587
Expenses. Total of all expenses incurred	2014-12-31	$45,602
Benefits paid (including direct rollovers)	2014-12-31	$6,721
Total plan assets at end of year	2014-12-31	$5,982,582
Total plan assets at beginning of year	2014-12-31	$5,439,597
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$81,000
Assets. Value of loans (other than to participants)	2014-12-31	$23,637
Other income received	2014-12-31	$333,568
Net income (gross income less expenses)	2014-12-31	$542,985
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,982,582
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,439,597
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$174,019
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$38,881
2013 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,122,152
Expenses. Total of all expenses incurred	2013-12-31	$143,147
Benefits paid (including direct rollovers)	2013-12-31	$108,667
Total plan assets at end of year	2013-12-31	$5,439,597
Total plan assets at beginning of year	2013-12-31	$4,460,592
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$82,904
Assets. Value of loans (other than to participants)	2013-12-31	$26,568
Other income received	2013-12-31	$866,470
Net income (gross income less expenses)	2013-12-31	$979,005
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,439,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,460,592
Assets. Value of participant loans	2013-12-31	$1,445
Total contributions received or receivable from employer(s)	2013-12-31	$172,778
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$34,480
2012 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$770,187
Expenses. Total of all expenses incurred	2012-12-31	$722,969
Benefits paid (including direct rollovers)	2012-12-31	$675,658
Total plan assets at end of year	2012-12-31	$4,460,592
Total plan assets at beginning of year	2012-12-31	$4,413,374
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$77,442
Assets. Value of loans (other than to participants)	2012-12-31	$29,082
Other income received	2012-12-31	$505,809
Net income (gross income less expenses)	2012-12-31	$47,218
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,460,592
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,413,374
Assets. Value of participant loans	2012-12-31	$7,581
Total contributions received or receivable from employer(s)	2012-12-31	$186,936
Value of certain deemed distributions of participant loans	2012-12-31	$18,840
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$28,471
2011 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$286,048
Expenses. Total of all expenses incurred	2011-12-31	$51,975
Benefits paid (including direct rollovers)	2011-12-31	$20,762
Total plan assets at end of year	2011-12-31	$4,413,374
Total plan assets at beginning of year	2011-12-31	$4,179,301
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$102,402
Assets. Value of loans (other than to participants)	2011-12-31	$32,817
Other income received	2011-12-31	$-16,698
Net income (gross income less expenses)	2011-12-31	$234,073
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,413,374
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,179,301
Assets. Value of participant loans	2011-12-31	$37,462
Total contributions received or receivable from employer(s)	2011-12-31	$200,344
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$31,213
2010 : LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$722,184
Expenses. Total of all expenses incurred	2010-12-31	$96,991
Benefits paid (including direct rollovers)	2010-12-31	$68,169
Total plan assets at end of year	2010-12-31	$4,179,301
Total plan assets at beginning of year	2010-12-31	$3,554,108
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$102,242
Assets. Value of loans (other than to participants)	2010-12-31	$34,755
Other income received	2010-12-31	$406,470
Net income (gross income less expenses)	2010-12-31	$625,193
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,179,301
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,554,108
Assets. Value of participant loans	2010-12-31	$39,381
Total contributions received or receivable from employer(s)	2010-12-31	$213,472
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$28,822

Form 5500 Responses for LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN

2021: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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	Yes
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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOUISVILLE SURGICAL ASSOCIATES, P.S.C. 401K 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MITCHELL BARNES

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-1428-4644

Policy instance

Insurance contract or identification number	LF-1428-4644
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22
Are there contracts with allocated funds for individual policies?	Yes
Amount paid for insurance broker fees	22
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MITCHELL BARNES

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-1428-4644

Policy instance

Insurance contract or identification number	LF-1428-4644
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-1428-4644

Policy instance

Insurance contract or identification number	LF-1428-4644
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

LF-1428-4644

Policy instance

Insurance contract or identification number	LF-1428-4644
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40347

Policy instance

Insurance contract or identification number	40347
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	LOUISVILLE SURGICAL ASSOCIATES, P.S.C.
Employer identification number (EIN):	611228474
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	JOHN OLSOFKA	2022-07-25
002	2020-01-01
002	2019-01-01
002	2018-01-01	JOHN OLSOFKA
002	2017-01-01	JOHN OLSOFKA
002	2016-01-01	JOHN OLSOFKA
002	2015-01-01	JOHN OLSOFKA
002	2014-01-01	JOHN OLSOFKA
002	2013-01-01	JOHN OLSOFKA
002	2012-01-01	JOHN OLSOFKA
002	2011-01-01	JOHN OLSOFKA
002	2010-01-01	JOHN OLSOFKA
002	2009-01-01	JOHN OLSOFKA