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SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:SOUTHWEST SURGICAL ASSOCIATES
Employer identification number (EIN):870499792
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BROCK RASMUSSEN2024-10-02
0012016-01-01JENNIFER SIMONICH2017-07-14
0012015-01-01RYAN LEWIS2017-01-12
0012015-01-01RYAN LEWIS2016-09-26
0012014-01-01RYAN LEWIS2015-10-13
0012013-01-01RYAN LEWIS2014-10-15
0012012-01-01BRAD A. MYERS, M.D.2013-06-13 BRAD A. MYERS, M.D.2013-06-13
0012011-01-01BRAD A. MYERS, M.D.2012-10-04 BRAD A. MYERS, M.D.2012-10-04
0012010-01-01BRAD A. MYERS, M.D.2011-04-21 BRAD A. MYERS, M.D.2011-04-21

Plan Statistics for SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2025: SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1446
Total number of particpants at end of year2025-10-1447
Number of Participants With Account Balances2025-10-1447
2024: SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0234
Total number of particpants at end of year2024-10-0238
Number of Participants With Account Balances2024-10-0238

Financial Data on SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-142258
Total liabilities as of the beginning of the plan year2025-10-145340
Total expenses incurred by plan in this plan year2025-10-141855526
Net assets as of the end of the plan year2025-10-1410764515
Total assets as of the beginning of the plan year2025-10-1410442556
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-14363949
Value of participant loans at end of plan year2025-10-14800
Other contributions to plan in this plan year2025-10-14194109
Other income to plan in this plan year2025-10-141125003
Plan net income in this plan year2025-10-14325041
Net assets as of the end of the plan year2025-10-1410762257
Net assets as of the beginning of the plan year2025-10-1410437216
Employer contributions to plan in this plan year2025-10-14497506
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1467943
2024 : SOUTHWEST SURGICAL ASSOCIATES PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-028768077
Total liabilities as of the end of the plan year2024-10-025340
Total expenses incurred by plan in this plan year2024-10-0242178
Net assets as of the end of the plan year2024-10-0210442556
Value of plan covered by a fidelity bond2024-10-02250000
Participant contributions to plan in this plan year2024-10-02214088
Value of participant loans at end of plan year2024-10-0241440
Other contributions to plan in this plan year2024-10-02240408
Other income to plan in this plan year2024-10-02816196
Plan net income in this plan year2024-10-021669139
Net assets as of the end of the plan year2024-10-0210437216
Net assets as of the beginning of the plan year2024-10-020
Employer contributions to plan in this plan year2024-10-02440625
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0219878

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