SURGERY CENTER, JV has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SURGERY CENTER, JV 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2022 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-185,970 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $742,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $684,205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $575,573 |
Value of total assets at end of year | 2022-12-31 | $5,253,446 |
Value of total assets at beginning of year | 2022-12-31 | $6,182,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,423 |
Total interest from all sources | 2022-12-31 | $147 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $392,623 |
Participant contributions at end of year | 2022-12-31 | $8,088 |
Participant contributions at beginning of year | 2022-12-31 | $16,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $48,330 |
Other income not declared elsewhere | 2022-12-31 | $11,601 |
Total non interest bearing cash at end of year | 2022-12-31 | $10,367 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $9,255 |
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 | $-928,598 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,253,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,182,044 |
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 | $4,464,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,392,688 |
Interest on participant loans | 2022-12-31 | $147 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $770,376 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $763,814 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-773,291 |
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 | Yes |
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 | $134,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $684,205 |
Contract administrator fees | 2022-12-31 | $58,423 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BMSS, LLC |
Accountancy firm EIN | 2022-12-31 | 461498870 |
2021 : SURGERY CENTER, JV 401(K) RETIREMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,091,351 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $801,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $756,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $491,931 |
Value of total assets at end of year | 2021-12-31 | $6,182,044 |
Value of total assets at beginning of year | 2021-12-31 | $5,892,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $45,282 |
Total interest from all sources | 2021-12-31 | $1,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $351,169 |
Participant contributions at end of year | 2021-12-31 | $16,287 |
Participant contributions at beginning of year | 2021-12-31 | $24,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $12,604 |
Total non interest bearing cash at end of year | 2021-12-31 | $9,255 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $4,529 |
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 | $289,470 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,182,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,892,574 |
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 | $5,392,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,070,407 |
Interest on participant loans | 2021-12-31 | $1,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $763,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $793,428 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $598,246 |
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 | Yes |
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 | $128,158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $756,599 |
Contract administrator fees | 2021-12-31 | $45,282 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BMSS, LLC |
Accountancy firm EIN | 2021-12-31 | 461498870 |
2020 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2020 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,090 |
Total income from all sources (including contributions) | 2020-12-31 | $1,090,006 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $325,544 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $294,236 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-7,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $540,205 |
Value of total assets at end of year | 2020-12-31 | $5,892,573 |
Value of total assets at beginning of year | 2020-12-31 | $5,136,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $39,151 |
Total interest from all sources | 2020-12-31 | $1,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $363,597 |
Participant contributions at end of year | 2020-12-31 | $24,210 |
Participant contributions at beginning of year | 2020-12-31 | $25,879 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $49,835 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $8,090 |
Other income not declared elsewhere | 2020-12-31 | $15,517 |
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 | $764,462 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,892,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,128,111 |
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 | $5,070,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,382,390 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,311 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $797,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $727,932 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $532,973 |
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 | $126,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $294,236 |
Contract administrator fees | 2020-12-31 | $39,151 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BMSS, LLC |
Accountancy firm EIN | 2020-12-31 | 461498870 |
2019 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2019 401k financial data |
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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 | $8,090 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,090 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,136 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,136 |
Total income from all sources (including contributions) | 2019-12-31 | $1,254,828 |
Total income from all sources (including contributions) | 2019-12-31 | $1,254,828 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $331,287 |
Total of all expenses incurred | 2019-12-31 | $331,287 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $253,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $253,723 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $25,297 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $25,297 |
Value of total corrective distributions | 2019-12-31 | $8,090 |
Value of total corrective distributions | 2019-12-31 | $8,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $557,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $557,920 |
Value of total assets at end of year | 2019-12-31 | $5,136,201 |
Value of total assets at end of year | 2019-12-31 | $5,136,201 |
Value of total assets at beginning of year | 2019-12-31 | $4,210,706 |
Value of total assets at beginning of year | 2019-12-31 | $4,210,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,177 |
Total interest from all sources | 2019-12-31 | $2,690 |
Total interest from all sources | 2019-12-31 | $2,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $133,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $133,406 |
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 | $133,406 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $133,406 |
Administrative expenses professional fees incurred | 2019-12-31 | $44,177 |
Administrative expenses professional fees incurred | 2019-12-31 | $44,177 |
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 | $403,124 |
Contributions received from participants | 2019-12-31 | $403,124 |
Participant contributions at end of year | 2019-12-31 | $25,879 |
Participant contributions at end of year | 2019-12-31 | $25,879 |
Participant contributions at beginning of year | 2019-12-31 | $51,181 |
Participant contributions at beginning of year | 2019-12-31 | $51,181 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,152 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,152 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $8,090 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $8,090 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,136 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,136 |
Other income not declared elsewhere | 2019-12-31 | $560,812 |
Other income not declared elsewhere | 2019-12-31 | $560,812 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
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 | $923,541 |
Value of net income/loss | 2019-12-31 | $923,541 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,128,111 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,128,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,204,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,204,570 |
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 | $4,382,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,382,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,534,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,534,943 |
Interest on participant loans | 2019-12-31 | $2,690 |
Interest on participant loans | 2019-12-31 | $2,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $727,932 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $727,932 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $624,582 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $624,582 |
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 | $140,644 |
Contributions received in cash from employer | 2019-12-31 | $140,644 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $253,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $253,723 |
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 |
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 | BMSS, LLC |
Accountancy firm name | 2019-12-31 | BMSS, LLC |
Accountancy firm EIN | 2019-12-31 | 461498870 |
Accountancy firm EIN | 2019-12-31 | 461498870 |
2018 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,136 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,284 |
Total income from all sources (including contributions) | 2018-12-31 | $334,558 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $265,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $190,679 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $28,540 |
Value of total corrective distributions | 2018-12-31 | $6,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $520,226 |
Value of total assets at end of year | 2018-12-31 | $4,210,706 |
Value of total assets at beginning of year | 2018-12-31 | $4,139,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $39,792 |
Total interest from all sources | 2018-12-31 | $14,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $130,744 |
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 | $130,744 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $374,191 |
Participant contributions at end of year | 2018-12-31 | $51,181 |
Participant contributions at beginning of year | 2018-12-31 | $42,094 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,581 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $6,136 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,284 |
Administrative expenses (other) incurred | 2018-12-31 | $39,792 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
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 | $69,411 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,204,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,135,159 |
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 | $3,534,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,576,175 |
Interest on participant loans | 2018-12-31 | $2,256 |
Interest earned on other investments | 2018-12-31 | $12,577 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $624,582 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $521,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-331,245 |
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 | $131,454 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $190,679 |
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 |
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 | BMSS, LLC |
Accountancy firm EIN | 2018-12-31 | 461498870 |
2017 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,284 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $391 |
Total income from all sources (including contributions) | 2017-12-31 | $850,656 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $346,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $304,693 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-1,658 |
Value of total corrective distributions | 2017-12-31 | $4,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $419,243 |
Value of total assets at end of year | 2017-12-31 | $4,139,443 |
Value of total assets at beginning of year | 2017-12-31 | $3,631,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,486 |
Total interest from all sources | 2017-12-31 | $11,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $106,360 |
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 | $106,360 |
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 | $326,006 |
Participant contributions at end of year | 2017-12-31 | $42,094 |
Participant contributions at beginning of year | 2017-12-31 | $28,308 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $33,938 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,284 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $391 |
Administrative expenses (other) incurred | 2017-12-31 | $39,486 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
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 | $503,851 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,135,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,631,308 |
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 | $3,576,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,118,580 |
Interest on participant loans | 2017-12-31 | $1,491 |
Interest earned on other investments | 2017-12-31 | $10,084 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $521,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $484,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $313,478 |
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 | $59,299 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $304,693 |
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 | HALL ALBRIGHT GARRISON & BARNES |
Accountancy firm EIN | 2017-12-31 | 263659843 |
2016 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $391 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,192 |
Total income from all sources (including contributions) | 2016-12-31 | $577,002 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $273,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $208,100 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $26,126 |
Value of total corrective distributions | 2016-12-31 | $391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $336,236 |
Value of total assets at end of year | 2016-12-31 | $3,631,699 |
Value of total assets at beginning of year | 2016-12-31 | $3,334,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,090 |
Total interest from all sources | 2016-12-31 | $11,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $89,243 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $89,243 |
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 | $292,899 |
Participant contributions at end of year | 2016-12-31 | $28,308 |
Participant contributions at beginning of year | 2016-12-31 | $55,750 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $14,046 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $391 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $6,192 |
Administrative expenses (other) incurred | 2016-12-31 | $39,090 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
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 | $303,295 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,631,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,328,013 |
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 | $3,118,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,857,003 |
Interest on participant loans | 2016-12-31 | $1,848 |
Interest earned on other investments | 2016-12-31 | $9,530 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $484,811 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $421,452 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $140,145 |
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 | $29,291 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $208,100 |
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 | HALL ALBRIGHT GARRISON & BARNES |
Accountancy firm EIN | 2016-12-31 | 263659843 |
2015 : SURGERY CENTER, JV 401(K) RETIREMENT 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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,192 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,468 |
Total income from all sources (including contributions) | 2015-12-31 | $324,380 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $673,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $622,218 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $7,083 |
Value of total corrective distributions | 2015-12-31 | $6,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $345,158 |
Value of total assets at end of year | 2015-12-31 | $3,334,205 |
Value of total assets at beginning of year | 2015-12-31 | $3,680,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,560 |
Total interest from all sources | 2015-12-31 | $3,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $124,526 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $124,526 |
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 | $313,779 |
Participant contributions at end of year | 2015-12-31 | $55,750 |
Participant contributions at beginning of year | 2015-12-31 | $85,579 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $6,192 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,468 |
Administrative expenses (other) incurred | 2015-12-31 | $37,560 |
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 | $-348,673 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,328,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,676,686 |
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 | $2,857,003 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,034,118 |
Interest on participant loans | 2015-12-31 | $3,540 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $421,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $560,457 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-148,844 |
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 | $31,379 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $622,218 |
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 | HALL ALBRIGHT GARRISON & ASSOC |
Accountancy firm EIN | 2015-12-31 | 263659843 |
2014 : SURGERY CENTER, JV 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,468 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $957 |
Total income from all sources (including contributions) | 2014-12-31 | $533,932 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $81,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $42,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $363,677 |
Value of total assets at end of year | 2014-12-31 | $3,680,154 |
Value of total assets at beginning of year | 2014-12-31 | $3,224,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38,969 |
Total interest from all sources | 2014-12-31 | $4,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $117,726 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $117,726 |
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 | $270,132 |
Participant contributions at end of year | 2014-12-31 | $85,579 |
Participant contributions at beginning of year | 2014-12-31 | $38,249 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $81,401 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,272 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,468 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $957 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $38,969 |
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 | $452,699 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,676,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,223,987 |
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 | $3,034,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,771,740 |
Interest on participant loans | 2014-12-31 | $4,510 |
Interest earned on other investments | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $560,457 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $413,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $48,019 |
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 | $12,144 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $42,264 |
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 | HALL ALBRIGHT GARRISON & ASSOC |
Accountancy firm EIN | 2014-12-31 | 263659843 |
2013 : SURGERY CENTER, JV 401(K) RETIREMENT 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 | $957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $498 |
Total income from all sources (including contributions) | 2013-12-31 | $883,970 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $94,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $57,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $396,299 |
Value of total assets at end of year | 2013-12-31 | $3,224,944 |
Value of total assets at beginning of year | 2013-12-31 | $2,434,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,632 |
Total interest from all sources | 2013-12-31 | $2,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $67,515 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $67,515 |
Administrative expenses professional fees incurred | 2013-12-31 | $36,632 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $322,500 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
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 | $257,053 |
Participant contributions at end of year | 2013-12-31 | $38,249 |
Participant contributions at beginning of year | 2013-12-31 | $35,865 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $131,572 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,272 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $498 |
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 | $789,785 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,223,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,434,202 |
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 | $2,771,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,349,702 |
Interest on participant loans | 2013-12-31 | $2,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $48,571 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $48,571 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $413,683 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $418,114 |
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 | Yes |
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 | $7,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $57,553 |
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 | 2013-12-31 | Yes |
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 | HALL ALBRIGHT GARRISON & ASSOC |
Accountancy firm EIN | 2013-12-31 | 263659843 |
2012 : SURGERY CENTER, JV 401(K) RETIREMENT 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 | $498 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $103 |
Total income from all sources (including contributions) | 2012-12-31 | $574,722 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $238,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $203,920 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $265,848 |
Value of total assets at end of year | 2012-12-31 | $2,434,700 |
Value of total assets at beginning of year | 2012-12-31 | $2,097,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $33,422 |
Total interest from all sources | 2012-12-31 | $1,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $66,595 |
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 | $66,595 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $236,777 |
Participant contributions at end of year | 2012-12-31 | $35,865 |
Participant contributions at beginning of year | 2012-12-31 | $36,628 |
Participant contributions at end of year | 2012-12-31 | $562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $21,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $498 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $103 |
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 | $336,359 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,434,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,097,843 |
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 |
Investment advisory and management fees | 2012-12-31 | $31,549 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,349,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,000,782 |
Interest on participant loans | 2012-12-31 | $1,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $48,571 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $60,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $60,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $240,339 |
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 | $7,103 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $203,920 |
Contract administrator fees | 2012-12-31 | $1,873 |
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 | 2012-12-31 | No |
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 | HALL ALBRIGHT GARRISON & ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 263659843 |
2011 : SURGERY CENTER, JV 401(K) RETIREMENT 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 | $103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $185,855 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $84,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $56,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $257,148 |
Value of total assets at end of year | 2011-12-31 | $2,097,946 |
Value of total assets at beginning of year | 2011-12-31 | $1,996,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,289 |
Total interest from all sources | 2011-12-31 | $1,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $61,823 |
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 | $61,823 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $249,658 |
Participant contributions at end of year | 2011-12-31 | $36,628 |
Participant contributions at beginning of year | 2011-12-31 | $22,556 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $261 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
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 | $101,377 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,097,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,996,466 |
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 |
Investment advisory and management fees | 2011-12-31 | $26,580 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,000,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,920,555 |
Interest on participant loans | 2011-12-31 | $1,466 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $60,536 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $53,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $53,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-134,582 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $-134,582 |
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 | $7,490 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $55,928 |
Contract administrator fees | 2011-12-31 | $1,709 |
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 | 2011-12-31 | No |
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 | HALL ALBRIGHT GARRISON & ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 263659843 |
2010 : SURGERY CENTER, JV 401(K) RETIREMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $20 |
Total income from all sources (including contributions) | 2010-12-31 | $480,193 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $90,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $88,684 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,766 |
Value of total corrective distributions | 2010-12-31 | $78 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $273,565 |
Value of total assets at end of year | 2010-12-31 | $1,996,466 |
Value of total assets at beginning of year | 2010-12-31 | $1,606,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $441 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $265,658 |
Participant contributions at end of year | 2010-12-31 | $22,556 |
Participant contributions at beginning of year | 2010-12-31 | $2,781 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $20 |
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 |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $389,665 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,996,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,606,801 |
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 | $1,920,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,528,364 |
Interest on participant loans | 2010-12-31 | $441 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $53,355 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $75,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $75,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $206,187 |
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 | $7,907 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $88,684 |
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 | 2010-12-31 | No |
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 | HALL ALBRIGHT GARRISON & ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 263659843 |
2009 : SURGERY CENTER, JV 401(K) RETIREMENT 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 |