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SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN
Plan identification number 002

SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01JAMES LANGSTON
0022015-01-01JAMES LANGSTON
0022014-01-01JAMES LANGSTON
0022014-01-01JAMES LANGSTON
0022013-01-01JAMES LANGSTON
0022012-01-01JAMES LANGSTON
0022011-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON JAMES LANGSTON2010-10-01
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON
0022009-01-01JAMES LANGSTON

Plan Statistics for SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total of all active and inactive participants2009-01-010
Total participants2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Number of participants with account balances2009-01-015

Financial Data on SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-412,089
Total plan liabilities at beginning of year2016-12-31$22,000
Total income from all sources2016-12-31$7,601
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$426,488
Value of fidelity bond covering the plan2016-12-31$750,000
Other income received2016-12-31$7,601
Net income (gross income less expenses)2016-12-31$7,601
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$404,488
Assets. Value of participant loans2016-12-31$0
Assets. Value of real-estate (other than employer real property)2016-12-31$0
2015 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$22,000
Total plan liabilities at beginning of year2015-12-31$14,000
Total income from all sources2015-12-31$-12,538
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$426,488
Total plan assets at beginning of year2015-12-31$431,076
Value of fidelity bond covering the plan2015-12-31$750,000
Other income received2015-12-31$-60,072
Net income (gross income less expenses)2015-12-31$-12,588
Net plan assets at end of year (total assets less liabilities)2015-12-31$404,488
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$417,076
Assets. Value of participant loans2015-12-31$11,536
Assets. Value of real-estate (other than employer real property)2015-12-31$30,100
Total contributions received or receivable from employer(s)2015-12-31$47,534
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$47,534
Amount contributed by the employer to the plan for this plan year2015-12-31$47,534
2014 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-229,856
Total plan liabilities at end of year2014-12-31$14,000
Total plan liabilities at beginning of year2014-12-31$14,000
Total income from all sources2014-12-31$32,617
Total plan assets at end of year2014-12-31$660,932
Total plan assets at beginning of year2014-12-31$628,315
Value of fidelity bond covering the plan2014-12-31$750,000
Other income received2014-12-31$-11,225
Net income (gross income less expenses)2014-12-31$32,617
Net plan assets at end of year (total assets less liabilities)2014-12-31$646,932
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$614,315
Assets. Value of participant loans2014-12-31$18,418
Assets. Value of real-estate (other than employer real property)2014-12-31$259,956
Total contributions received or receivable from employer(s)2014-12-31$43,842
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$43,842
Amount contributed by the employer to the plan for this plan year2014-12-31$43,842
2013 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-10,226
Total plan liabilities at end of year2013-12-31$14,000
Total income from all sources2013-12-31$85,618
Expenses. Total of all expenses incurred2013-12-31$3,447
Total plan assets at end of year2013-12-31$628,315
Total plan assets at beginning of year2013-12-31$542,370
Value of fidelity bond covering the plan2013-12-31$65,000
Other income received2013-12-31$41,269
Net income (gross income less expenses)2013-12-31$82,171
Net plan assets at end of year (total assets less liabilities)2013-12-31$614,315
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$542,370
Assets. Value of participant loans2013-12-31$28,129
Assets. Value of real-estate (other than employer real property)2013-12-31$30,100
Total contributions received or receivable from employer(s)2013-12-31$44,349
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,447
2012 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$74,034
Expenses. Total of all expenses incurred2012-12-31$3,205
Total plan assets at end of year2012-12-31$542,370
Total plan assets at beginning of year2012-12-31$471,541
Expenses. Other expenses not covered elsewhere2012-12-31$45
Other income received2012-12-31$22,594
Net income (gross income less expenses)2012-12-31$70,829
Net plan assets at end of year (total assets less liabilities)2012-12-31$542,370
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$471,541
Assets. Value of participant loans2012-12-31$33,416
Assets. Value of real-estate (other than employer real property)2012-12-31$30,100
Total contributions received or receivable from employer(s)2012-12-31$51,440
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,160
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$51,440
Amount contributed by the employer to the plan for this plan year2012-12-31$51,440
2011 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$24,259
Expenses. Total of all expenses incurred2011-12-31$2,896
Total plan assets at end of year2011-12-31$471,541
Total plan assets at beginning of year2011-12-31$450,178
Other income received2011-12-31$-17,220
Net income (gross income less expenses)2011-12-31$21,363
Net plan assets at end of year (total assets less liabilities)2011-12-31$471,541
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$450,178
Assets. Value of participant loans2011-12-31$40,285
Assets. Value of real-estate (other than employer real property)2011-12-31$30,100
Total contributions received or receivable from employer(s)2011-12-31$41,479
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,896
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$41,479
Amount contributed by the employer to the plan for this plan year2011-12-31$41,479
2010 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$63,164
Expenses. Total of all expenses incurred2010-12-31$2,897
Total plan assets at end of year2010-12-31$450,178
Total plan assets at beginning of year2010-12-31$389,911
Other income received2010-12-31$26,560
Net income (gross income less expenses)2010-12-31$60,267
Net plan assets at end of year (total assets less liabilities)2010-12-31$450,178
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$389,911
Assets. Value of participant loans2010-12-31$45,303
Assets. Value of real-estate (other than employer real property)2010-12-31$30,100
Total contributions received or receivable from employer(s)2010-12-31$36,604
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,897
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$36,604
Amount contributed by the employer to the plan for this plan year2010-12-31$36,604
2009 : SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$34,315
Amount contributed by the employer to the plan for this plan year2009-12-31$34,315

Form 5500 Responses for SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

2016: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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