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Plan Name | SURGICAL ASSOCIATES RETIREMENT PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SURGICAL ASSOCIATES OF MONTEREY BAY MEDICAL CORPORATION |
Employer identification number (EIN): | 743059564 |
NAIC Classification: | 541600 |
Additional information about SURGICAL ASSOCIATES OF MONTEREY BAY MEDICAL CORPORATION
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2002-07-17 |
Company Identification Number: | C2424300 |
Legal Registered Office Address: |
1668 Dominican Way Santa Cruz United States of America (USA) 95065 |
More information about SURGICAL ASSOCIATES OF MONTEREY BAY MEDICAL CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ERISA FIDUCIARY SERVICES | 2023-04-07 | ||
001 | 2021-01-01 | ERISA FIDUCIARY SERVICES | 2022-04-08 | ||
001 | 2020-01-01 | ERISA FIDUCIARY SERVICES INC | 2021-05-06 | ||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | TONY WARD | 2021-03-05 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | LAWRENCE SPINGOLA | 2013-09-20 | LAWRENCE SPINGOLA | 2013-09-20 |
001 | 2011-01-01 | LAWRENCE SPINGOLA | 2012-08-22 | LAWRENCE SPINGOLA | 2012-08-22 |
001 | 2010-01-01 | LAWRENCE SPINGOLA | 2011-07-22 | LAWRENCE SPINGOLA | 2011-07-22 |
Measure | Date | Value |
---|---|---|
2019: SURGICAL ASSOCIATES RETIREMENT PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 19 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : SURGICAL ASSOCIATES RETIREMENT PLAN & TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $-3,579,076 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $11,099 |
Total plan assets at beginning of year | 2019-12-31 | $3,590,175 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $138,497 |
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 | $-3,717,573 |
Net income (gross income less expenses) | 2019-12-31 | $-3,579,076 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,590,175 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2019: SURGICAL ASSOCIATES RETIREMENT PLAN & TRUST 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 |