401k Plan data: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SURGICAL ASSOCIATES OF MARSHALL CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES OF MARSHALL CO., P.C.

Employer identification number (EIN): 631286724

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 STEPHEN BRITT STEPHEN BRITT 2019-07-25
001 2017-01-01 STEPHEN BRITT 2018-07-13 STEPHEN BRITT 2018-07-13
001 2016-01-01 STEPHEN BRITT 2017-10-10 STEPHEN BRITT 2017-10-10
001 2015-01-01 STEPHEN BRITT 2016-10-14
001 2014-01-01 STEPHEN BRITT 2015-09-30
001 2013-01-01 STEPHEN BRITT 2014-09-28
001 2012-01-01 AMYE GROVES 2013-10-01
001 2011-01-01 AMYE GROVES 2012-07-18
001 2010-01-01 AMYE GROVES 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	STEPHEN BRITT		STEPHEN BRITT	2019-07-25
001	2017-01-01	STEPHEN BRITT	2018-07-13	STEPHEN BRITT	2018-07-13
001	2016-01-01	STEPHEN BRITT	2017-10-10	STEPHEN BRITT	2017-10-10
001	2015-01-01	STEPHEN BRITT	2016-10-14
001	2014-01-01	STEPHEN BRITT	2015-09-30
001	2013-01-01	STEPHEN BRITT	2014-09-28
001	2012-01-01	AMYE GROVES	2013-10-01
001	2011-01-01	AMYE GROVES	2012-07-18
001	2010-01-01	AMYE GROVES	2011-10-10

Plan Statistics for SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-289,946
Expenses. Total of all expenses incurred	2022-12-31	$29,310
Total plan assets at end of year	2022-12-31	$3,888,684
Total plan assets at beginning of year	2022-12-31	$4,207,940
Value of fidelity bond covering the plan	2022-12-31	$430,000
Total contributions received or receivable from participants	2022-12-31	$78,550
Other income received	2022-12-31	$-464,090
Net income (gross income less expenses)	2022-12-31	$-319,256
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,888,684
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,207,940
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$253,592
Total contributions received or receivable from employer(s)	2022-12-31	$95,594
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$29,310
2021 : SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$493,817
Expenses. Total of all expenses incurred	2021-12-31	$42,032
Benefits paid (including direct rollovers)	2021-12-31	$36,040
Total plan assets at end of year	2021-12-31	$4,207,940
Total plan assets at beginning of year	2021-12-31	$3,756,155
Value of fidelity bond covering the plan	2021-12-31	$385,000
Total contributions received or receivable from participants	2021-12-31	$74,100
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$316,948
Net income (gross income less expenses)	2021-12-31	$451,785
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,207,940
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,756,155
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$260,651
Total contributions received or receivable from employer(s)	2021-12-31	$102,769
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,992
2020 : SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$538,860
Expenses. Total of all expenses incurred	2020-12-31	$52,808
Benefits paid (including direct rollovers)	2020-12-31	$39,097
Total plan assets at end of year	2020-12-31	$3,756,155
Total plan assets at beginning of year	2020-12-31	$3,270,103
Value of fidelity bond covering the plan	2020-12-31	$385,000
Total contributions received or receivable from participants	2020-12-31	$80,795
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$364,673
Net income (gross income less expenses)	2020-12-31	$486,052
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,756,155
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,270,103
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$283,089
Total contributions received or receivable from employer(s)	2020-12-31	$93,392
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$13,711
2019 : SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$43,065
Expenses. Total of all expenses incurred	2019-12-31	$89,385
Benefits paid (including direct rollovers)	2019-12-31	$78,989
Total plan assets at end of year	2019-12-31	$3,270,103
Total plan assets at beginning of year	2019-12-31	$3,316,423
Total contributions received or receivable from participants	2019-12-31	$92,548
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-156,411
Noncash contributions received	2019-12-31	$-5
Net income (gross income less expenses)	2019-12-31	$-46,320
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,270,103
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,316,423
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$285,178
Total contributions received or receivable from employer(s)	2019-12-31	$106,933
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,396
2018 : SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$708,107
Expenses. Total of all expenses incurred	2018-12-31	$76,983
Benefits paid (including direct rollovers)	2018-12-31	$62,111
Total plan assets at end of year	2018-12-31	$3,316,423
Total plan assets at beginning of year	2018-12-31	$2,685,299
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$116,618
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$453,983
Net income (gross income less expenses)	2018-12-31	$631,124
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,316,423
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,685,299
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$718,200
Total contributions received or receivable from employer(s)	2018-12-31	$137,506
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,872

Form 5500 Responses for SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN

2022: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SURGICAL ASSOCIATES OF MARSHALL CO., P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGICAL ASSOCIATES OF MARSHALL CO., P.C.
Employer identification number (EIN):	631286724
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)