| Plan Name | SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | SURGICAL ASSOCIATES OF LEXINGTON, PLLC |
| Employer identification number (EIN): | 871364050 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-06-01 | JOSEPH HSU | 2024-12-30 | ||
| 501 | 2022-06-01 | SHAWNA BURTON | 2023-12-27 | ||
| 501 | 2021-10-01 | SHAWNA BURTON | 2022-12-29 |
| Measure | Date | Value |
|---|---|---|
| 2024 : SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-12-30 | 1113 |
| Total liabilities as of the beginning of the plan year | 2024-12-30 | 213 |
| Total expenses incurred by plan in this plan year | 2024-12-30 | 24689 |
| Net assets as of the end of the plan year | 2024-12-30 | 1483 |
| Total assets as of the beginning of the plan year | 2024-12-30 | 271 |
| Value of plan covered by a fidelity bond | 2024-12-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-12-30 | 0 |
| Other expenses paid from plan in this plan year | 2024-12-30 | 0 |
| Other contributions to plan in this plan year | 2024-12-30 | 0 |
| Other income to plan in this plan year | 2024-12-30 | 166 |
| Plan net income in this plan year | 2024-12-30 | 312 |
| Net assets as of the end of the plan year | 2024-12-30 | 370 |
| Net assets as of the beginning of the plan year | 2024-12-30 | 58 |
| Employer contributions to plan in this plan year | 2024-12-30 | 24835 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-30 | 1571 |