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SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN
Plan identification number 001

SURGICAL ASSOCIATES MSO, LLC, 401(K) 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
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:SURGICAL ASSOCIATES MSO, LLC
Employer identification number (EIN):870743682
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES MSO, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200509210186

More information about SURGICAL ASSOCIATES MSO, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN STEELE2024-10-14 JOHN STEELE2024-10-14
0012022-01-01JOHN STEELE2023-10-12 JOHN STEELE2023-10-12
0012021-01-01JOHN STEELE2022-10-13 JOHN STEELE2022-10-13
0012020-01-01JOHN STEELE2021-07-27 JOHN STEELE2021-07-27
0012019-01-01THOMAS VELKY, JR.2020-10-01 THOMAS VELKY, JR.2020-10-01
0012018-01-01THOMAS VELKY, JR.2019-10-14 THOMAS VELKY, JR.2019-10-14
0012017-01-01THOMAS VELKY JR.2018-10-07 THOMAS VELKY JR.2018-10-07
0012016-01-01THOMAS VELKY JR.2017-10-10 THOMAS VELKY JR.2017-10-10
0012015-01-01THOMAS VELKY JR.2016-10-12 THOMAS VELKY JR.2016-10-12
0012014-01-01THOMAS VELKY JR.2015-10-13 THOMAS VELKY JR.2015-10-13
0012013-01-01THOMAS VELKY JR.2014-10-15 THOMAS VELKY JR.2014-10-15
0012012-01-01THOMAS VELKY JR.2013-10-08 THOMAS VELKY JR.2013-10-08
0012011-01-01THOMAS VELKY THOMAS VELKY2012-10-12
0012010-01-01DAVID CLOYD DAVID CLOYD2011-10-05
0012009-01-01DAVID CLOYD DAVID CLOYD2010-10-01
0012009-01-01DAVID CLOYD DAVID CLOYD2010-10-01

Financial Data on SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15195202
Net assets as of the end of the plan year2025-10-1526071806
Total assets as of the beginning of the plan year2025-10-1520195946
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15228361
Value of participant loans at end of plan year2025-10-1527010
Other contributions to plan in this plan year2025-10-1526175
Other income to plan in this plan year2025-10-155529215
Plan net income in this plan year2025-10-155875860
Net assets as of the end of the plan year2025-10-1526071806
Net assets as of the beginning of the plan year2025-10-1520195946
Employer contributions to plan in this plan year2025-10-15287311
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1562708
2024 : SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15362116
Net assets as of the end of the plan year2024-10-1520195946
Total assets as of the beginning of the plan year2024-10-1514176287
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-15225162
Value of participant loans at end of plan year2024-10-1540963
Other income to plan in this plan year2024-10-155836378
Plan net income in this plan year2024-10-156019659
Net assets as of the end of the plan year2024-10-1520195946
Net assets as of the beginning of the plan year2024-10-1514176287
Employer contributions to plan in this plan year2024-10-15320235
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1549776
2011 : SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$351,269
Expenses. Total of all expenses incurred2011-12-31$31,781
Benefits paid (including direct rollovers)2011-12-31$29,565
Total plan assets at end of year2011-12-31$3,231,597
Total plan assets at beginning of year2011-12-31$2,912,109
Total contributions received or receivable from participants2011-12-31$100,187
Other income received2011-12-31$89,999
Net income (gross income less expenses)2011-12-31$319,488
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,231,597
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,912,109
Assets. Value of participant loans2011-12-31$2,896
Total contributions received or receivable from employer(s)2011-12-31$161,083
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,216
2010 : SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,114,563
Expenses. Total of all expenses incurred2010-12-31$648,570
Benefits paid (including direct rollovers)2010-12-31$646,870
Total plan assets at end of year2010-12-31$2,912,109
Total plan assets at beginning of year2010-12-31$2,446,116
Total contributions received or receivable from participants2010-12-31$90,585
Contributions received from other sources (not participants or employers)2010-12-31$542,021
Other income received2010-12-31$370,859
Net income (gross income less expenses)2010-12-31$465,993
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,912,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,446,116
Total contributions received or receivable from employer(s)2010-12-31$111,098
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,700

Form 5500 Responses for SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN

2011: SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING 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
2010: SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES MSO, LLC, 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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