401k Plan data: SURGICAL ASSOCIATES PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

SURGICAL ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

SURGICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES

Employer identification number (EIN): 710825637

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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES LANGSTON
001 2015-01-01 JAMES LANGSTON
001 2014-01-01 JAMES LANGSTON
001 2013-01-01 JAMES LANGSTON
001 2012-01-01 JAMES LANGSTON
001 2011-01-01 JAMES LANGSTON
001 2010-01-01 JAMES LANGSTON JAMES LANGSTON 2011-09-29
001 2009-01-01 JAMES LANGSTON
001 2009-01-01 JAMES LANGSTON
001 2009-01-01 JAMES LANGSTON JAMES LANGSTON 2010-10-01
001 2009-01-01 JAMES LANGSTON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JAMES LANGSTON
001	2015-01-01	JAMES LANGSTON
001	2014-01-01	JAMES LANGSTON
001	2013-01-01	JAMES LANGSTON
001	2012-01-01	JAMES LANGSTON
001	2011-01-01	JAMES LANGSTON
001	2010-01-01	JAMES LANGSTON	JAMES LANGSTON	2011-09-29
001	2009-01-01	JAMES LANGSTON
001	2009-01-01	JAMES LANGSTON
001	2009-01-01	JAMES LANGSTON	JAMES LANGSTON	2010-10-01
001	2009-01-01	JAMES LANGSTON

Plan Statistics for SURGICAL ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2016: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2016: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Number of participants with account balances	2009-01-01	1

Financial Data on SURGICAL ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2016 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-62,008
Total income from all sources	2016-12-31	$157
Expenses. Total of all expenses incurred	2016-12-31	$50
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$61,901
Assets. Value of loans (other than to participants)	2016-12-31	$0
Other income received	2016-12-31	$157
Net income (gross income less expenses)	2016-12-31	$107
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$61,901
Assets. Value of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
2015 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-338
Expenses. Total of all expenses incurred	2015-12-31	$50
Total plan assets at end of year	2015-12-31	$61,901
Total plan assets at beginning of year	2015-12-31	$62,289
Assets. Value of loans (other than to participants)	2015-12-31	$22,000
Other income received	2015-12-31	$-338
Net income (gross income less expenses)	2015-12-31	$-388
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$61,901
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$62,289
Assets. Value of participant loans	2015-12-31	$3,993
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$833
Total plan assets at end of year	2014-12-31	$62,289
Total plan assets at beginning of year	2014-12-31	$61,456
Value of fidelity bond covering the plan	2014-12-31	$75,000
Assets. Value of loans (other than to participants)	2014-12-31	$14,000
Other income received	2014-12-31	$833
Net income (gross income less expenses)	2014-12-31	$833
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$62,289
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$61,456
Assets. Value of participant loans	2014-12-31	$11,497
2013 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$14,573
Total plan assets at end of year	2013-12-31	$61,456
Total plan assets at beginning of year	2013-12-31	$46,883
Value of fidelity bond covering the plan	2013-12-31	$10,000
Assets. Value of loans (other than to participants)	2013-12-31	$14,000
Other income received	2013-12-31	$14,573
Net income (gross income less expenses)	2013-12-31	$14,573
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$61,456
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$46,883
Assets. Value of participant loans	2013-12-31	$11,497
2012 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$291
Expenses. Total of all expenses incurred	2012-12-31	$20
Total plan assets at end of year	2012-12-31	$46,883
Total plan assets at beginning of year	2012-12-31	$46,612
Expenses. Other expenses not covered elsewhere	2012-12-31	$20
Other income received	2012-12-31	$291
Net income (gross income less expenses)	2012-12-31	$271
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$46,883
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$46,612
Assets. Value of participant loans	2012-12-31	$15,085
2011 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-6,134
Expenses. Total of all expenses incurred	2011-12-31	$24
Total plan assets at end of year	2011-12-31	$46,612
Total plan assets at beginning of year	2011-12-31	$52,770
Expenses. Other expenses not covered elsewhere	2011-12-31	$24
Other income received	2011-12-31	$-6,134
Net income (gross income less expenses)	2011-12-31	$-6,158
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$46,612
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$52,770
Assets. Value of participant loans	2011-12-31	$18,567
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : SURGICAL ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,951
Total plan assets at end of year	2010-12-31	$52,770
Total plan assets at beginning of year	2010-12-31	$50,819
Other income received	2010-12-31	$1,951
Net income (gross income less expenses)	2010-12-31	$1,951
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$52,770
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$50,819
Assets. Value of participant loans	2010-12-31	$23,500
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for SURGICAL ASSOCIATES PROFIT SHARING PLAN

2016: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SURGICAL ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGICAL ASSOCIATES
Employer identification number (EIN):	710825637
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)