401k Plan data: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN
Plan identification number	001

SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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 OF MILFORD, LLC has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES OF MILFORD, LLC

Employer identification number (EIN): 800605304

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 MILFORD, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 THEODORE PATSOS THEODORE PATSOS 2013-08-20
001 2012-01-01 THEODORE J PATSOS THEODORE J PATSOS 2013-06-12
001 2011-01-01 THEODORE PATSOS THEODORE PATSOS 2012-05-02
001 2010-01-01 THEODORE PATSOS THEODORE PATSOS 2011-08-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	THEODORE PATSOS	THEODORE PATSOS	2013-08-20
001	2012-01-01	THEODORE J PATSOS	THEODORE J PATSOS	2013-06-12
001	2011-01-01	THEODORE PATSOS	THEODORE PATSOS	2012-05-02
001	2010-01-01	THEODORE PATSOS	THEODORE PATSOS	2011-08-09

Plan Statistics for SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN

Measure Date Value
2013: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2010: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 1
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2013: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2010: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	1
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN

Measure	Date	Value
2013 : SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-10	$74,974
Expenses. Total of all expenses incurred	2013-06-10	$551,175
Benefits paid (including direct rollovers)	2013-06-10	$551,175
Total plan assets at end of year	2013-06-10	$0
Total plan assets at beginning of year	2013-06-10	$476,201
Value of fidelity bond covering the plan	2013-06-10	$100,000
Other income received	2013-06-10	$74,974
Net income (gross income less expenses)	2013-06-10	$-476,201
Net plan assets at end of year (total assets less liabilities)	2013-06-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-06-10	$476,201
2012 : SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$71,263
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$476,201
Total plan assets at beginning of year	2012-12-31	$404,938
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$67,263
Net income (gross income less expenses)	2012-12-31	$71,263
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$476,201
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$404,938
Total contributions received or receivable from employer(s)	2012-12-31	$4,000
2011 : SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,740
Expenses. Total of all expenses incurred	2011-12-31	$9,661
Benefits paid (including direct rollovers)	2011-12-31	$9,661
Total plan assets at end of year	2011-12-31	$404,938
Total plan assets at beginning of year	2011-12-31	$391,859
Value of fidelity bond covering the plan	2011-12-31	$150,000
Other income received	2011-12-31	$14,740
Net income (gross income less expenses)	2011-12-31	$13,079
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$404,938
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$391,859
Total contributions received or receivable from employer(s)	2011-12-31	$8,000
2010 : SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$94,271
Expenses. Total of all expenses incurred	2010-12-31	$87,098
Benefits paid (including direct rollovers)	2010-12-31	$87,098
Total plan assets at end of year	2010-12-31	$391,859
Total plan assets at beginning of year	2010-12-31	$384,686
Value of fidelity bond covering the plan	2010-12-31	$150,000
Other income received	2010-12-31	$70,271
Net income (gross income less expenses)	2010-12-31	$7,173
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$391,859
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$384,686
Total contributions received or receivable from employer(s)	2010-12-31	$24,000

Form 5500 Responses for SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN

2013: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SURGICAL ASSOCIATES OF MILFORD, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGICAL ASSOCIATES OF MILFORD, LLC
Employer identification number (EIN):	800605304
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)