UNIVERSITY SURGICAL ASSOCIATES, PLLC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN
401k plan membership statisitcs for UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN
Measure | Date | Value |
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2019 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN 2019 401k financial data |
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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 | $192 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $220 |
Total income from all sources (including contributions) | 2019-12-31 | $2,108,749 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $391,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $385,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $883,286 |
Value of total assets at end of year | 2019-12-31 | $7,136,518 |
Value of total assets at beginning of year | 2019-12-31 | $5,419,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,782 |
Total interest from all sources | 2019-12-31 | $6,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $374,348 |
Participant contributions at end of year | 2019-12-31 | $102,182 |
Participant contributions at beginning of year | 2019-12-31 | $138,159 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,014 |
Administrative expenses (other) incurred | 2019-12-31 | $5,782 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $192 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $220 |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $1,717,107 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,136,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,419,219 |
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 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 | $6,563,614 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,117,489 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,677 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,258 |
Interest on participant loans | 2019-12-31 | $6,316 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,219,147 |
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 | Yes |
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 | $489,924 |
Employer contributions (assets) at end of year | 2019-12-31 | $465,045 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $161,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $385,860 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2019-12-31 | 621114363 |
2018 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING 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 | $220 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $535 |
Total income from all sources (including contributions) | 2018-12-31 | $379,354 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $303,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $297,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $723,497 |
Value of total assets at end of year | 2018-12-31 | $5,419,439 |
Value of total assets at beginning of year | 2018-12-31 | $5,344,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,260 |
Total interest from all sources | 2018-12-31 | $7,429 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $349,584 |
Participant contributions at end of year | 2018-12-31 | $138,159 |
Participant contributions at beginning of year | 2018-12-31 | $145,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $146,865 |
Administrative expenses (other) incurred | 2018-12-31 | $6,260 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $220 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $535 |
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 | $75,429 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,419,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,343,790 |
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 | $5,117,489 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,983,481 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,258 |
Interest earned on other investments | 2018-12-31 | $7,429 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $65,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-351,572 |
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 | $227,048 |
Employer contributions (assets) at end of year | 2018-12-31 | $161,533 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $149,611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $297,665 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2018-12-31 | 621114363 |
2017 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN 2017 401k financial data |
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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 | $535 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $108 |
Total income from all sources (including contributions) | 2017-12-31 | $1,303,972 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $741,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $737,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $519,907 |
Value of total assets at end of year | 2017-12-31 | $5,344,325 |
Value of total assets at beginning of year | 2017-12-31 | $4,781,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,422 |
Total interest from all sources | 2017-12-31 | $4,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $310,144 |
Participant contributions at end of year | 2017-12-31 | $145,400 |
Participant contributions at beginning of year | 2017-12-31 | $58,483 |
Participant contributions at beginning of year | 2017-12-31 | $407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,936 |
Administrative expenses (other) incurred | 2017-12-31 | $4,422 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $535 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $108 |
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 | $562,058 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,343,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,781,732 |
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 | $4,983,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,588,757 |
Interest on participant loans | 2017-12-31 | $4,459 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $65,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $779,606 |
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 | $207,827 |
Employer contributions (assets) at end of year | 2017-12-31 | $149,611 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $134,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $737,492 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2017-12-31 | 621114363 |
2016 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN 2016 401k financial data |
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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 | $108 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $979,394 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $300,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $293,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $648,649 |
Value of total assets at end of year | 2016-12-31 | $4,781,840 |
Value of total assets at beginning of year | 2016-12-31 | $4,103,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,074 |
Total interest from all sources | 2016-12-31 | $3,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $135,749 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $135,749 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $294,920 |
Participant contributions at end of year | 2016-12-31 | $58,483 |
Participant contributions at beginning of year | 2016-12-31 | $83,367 |
Participant contributions at end of year | 2016-12-31 | $407 |
Participant contributions at beginning of year | 2016-12-31 | $2,218 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $164,168 |
Administrative expenses (other) incurred | 2016-12-31 | $7,074 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $108 |
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 | $678,521 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,781,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,103,211 |
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 | $4,588,757 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,909,874 |
Interest on participant loans | 2016-12-31 | $3,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $191,473 |
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 | $189,561 |
Employer contributions (assets) at end of year | 2016-12-31 | $134,193 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $107,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $293,799 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2016-12-31 | 621114363 |
2015 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $408,614 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $117,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $113,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $505,809 |
Value of total assets at end of year | 2015-12-31 | $4,103,211 |
Value of total assets at beginning of year | 2015-12-31 | $3,811,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,094 |
Total interest from all sources | 2015-12-31 | $4,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $166,688 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $166,688 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $301,014 |
Participant contributions at end of year | 2015-12-31 | $83,367 |
Participant contributions at beginning of year | 2015-12-31 | $79,140 |
Participant contributions at end of year | 2015-12-31 | $2,218 |
Participant contributions at beginning of year | 2015-12-31 | $883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $37,459 |
Administrative expenses (other) incurred | 2015-12-31 | $4,094 |
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 | $291,445 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,103,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,811,766 |
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 | $3,909,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,623,915 |
Interest on participant loans | 2015-12-31 | $4,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-268,115 |
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 | Yes |
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 | $167,336 |
Employer contributions (assets) at end of year | 2015-12-31 | $107,752 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $107,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $113,075 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2015-12-31 | 621114363 |
2014 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN 2014 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $124 |
Total income from all sources (including contributions) | 2014-12-31 | $559,880 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $306,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $304,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $445,418 |
Value of total assets at end of year | 2014-12-31 | $3,811,766 |
Value of total assets at beginning of year | 2014-12-31 | $3,558,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,581 |
Total interest from all sources | 2014-12-31 | $4,282 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $281,195 |
Participant contributions at end of year | 2014-12-31 | $79,140 |
Participant contributions at beginning of year | 2014-12-31 | $102,847 |
Participant contributions at end of year | 2014-12-31 | $883 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $124 |
Administrative expenses (other) incurred | 2014-12-31 | $2,581 |
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 | $252,926 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,811,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,558,840 |
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 | $3,623,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,354,847 |
Interest on participant loans | 2014-12-31 | $4,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $110,180 |
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 | $164,223 |
Employer contributions (assets) at end of year | 2014-12-31 | $107,828 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $101,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $304,373 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2014-12-31 | 621114363 |
2013 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING 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 | $124 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $999,950 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $145,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $139,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $480,690 |
Value of total assets at end of year | 2013-12-31 | $3,558,964 |
Value of total assets at beginning of year | 2013-12-31 | $2,703,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,439 |
Total interest from all sources | 2013-12-31 | $3,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $265,216 |
Participant contributions at end of year | 2013-12-31 | $102,847 |
Participant contributions at beginning of year | 2013-12-31 | $83,207 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $95 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $62,082 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $124 |
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 | $854,950 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,558,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,703,890 |
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 | $3,354,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,530,646 |
Interest on participant loans | 2013-12-31 | $3,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $515,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $153,392 |
Employer contributions (assets) at end of year | 2013-12-31 | $101,270 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $89,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $139,561 |
Contract administrator fees | 2013-12-31 | $5,439 |
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 | No |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2013-12-31 | 621114363 |
2012 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $742 |
Total income from all sources (including contributions) | 2012-12-31 | $632,138 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $106,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $104,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $357,080 |
Value of total assets at end of year | 2012-12-31 | $2,703,890 |
Value of total assets at beginning of year | 2012-12-31 | $2,178,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,072 |
Total interest from all sources | 2012-12-31 | $3,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
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 | $223,264 |
Participant contributions at end of year | 2012-12-31 | $83,207 |
Participant contributions at beginning of year | 2012-12-31 | $91,506 |
Participant contributions at end of year | 2012-12-31 | $95 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $742 |
Administrative expenses (other) incurred | 2012-12-31 | $2,072 |
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 | $525,772 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,703,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,178,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,530,646 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,087,354 |
Interest on participant loans | 2012-12-31 | $3,518 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $271,540 |
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 | Yes |
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 | $133,816 |
Employer contributions (assets) at end of year | 2012-12-31 | $89,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $104,294 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2012-12-31 | 621114363 |
2011 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING 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 | $742 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $18 |
Total income from all sources (including contributions) | 2011-12-31 | $179,412 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $155,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $153,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $243,460 |
Value of total assets at end of year | 2011-12-31 | $2,178,860 |
Value of total assets at beginning of year | 2011-12-31 | $2,154,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,448 |
Total interest from all sources | 2011-12-31 | $3,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
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 | $198,734 |
Participant contributions at end of year | 2011-12-31 | $91,506 |
Participant contributions at beginning of year | 2011-12-31 | $44,977 |
Participant contributions at beginning of year | 2011-12-31 | $69 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,805 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $742 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $18 |
Administrative expenses (other) incurred | 2011-12-31 | $2,448 |
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 | $23,651 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,178,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,154,467 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,087,354 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,109,439 |
Interest on participant loans | 2011-12-31 | $3,613 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-67,661 |
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 | $38,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $153,313 |
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 | HENDERSON, HUTCHERSON, & MCCULLOUGH |
Accountancy firm EIN | 2011-12-31 | 621114363 |
2010 : UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING 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 | $18 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $181 |
Total income from all sources (including contributions) | 2010-12-31 | $483,157 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $53,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $50,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $324,463 |
Value of total assets at end of year | 2010-12-31 | $2,154,485 |
Value of total assets at beginning of year | 2010-12-31 | $1,724,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,244 |
Total interest from all sources | 2010-12-31 | $2,530 |
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 | $250,000 |
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 | $196,110 |
Participant contributions at end of year | 2010-12-31 | $44,977 |
Participant contributions at beginning of year | 2010-12-31 | $56,790 |
Participant contributions at end of year | 2010-12-31 | $69 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $89,853 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $18 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $181 |
Administrative expenses (other) incurred | 2010-12-31 | $2,244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $430,124 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,154,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,724,343 |
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 pooled separate accounts at end of year | 2010-12-31 | $2,109,439 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,667,734 |
Interest on participant loans | 2010-12-31 | $2,530 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $156,164 |
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 | Yes |
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 | $38,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $50,789 |
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 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2010-12-31 | 621114363 |