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SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN
Plan identification number 501

SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

SURGICAL ASSOCIATES OF LEXINGTON, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF LEXINGTON, PLLC
Employer identification number (EIN):871364050
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 LEXINGTON CBS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01JOSEPH HSU2024-12-30
5012022-06-01SHAWNA BURTON2023-12-27
5012021-10-01SHAWNA BURTON2022-12-29

Financial Data on SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN

Measure Date Value
2024 : SURGICAL ASSOCIATES OF LEXINGTON CBS BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-12-301113
Total liabilities as of the beginning of the plan year2024-12-30213
Total expenses incurred by plan in this plan year2024-12-3024689
Net assets as of the end of the plan year2024-12-301483
Total assets as of the beginning of the plan year2024-12-30271
Value of plan covered by a fidelity bond2024-12-301000000
Participant contributions to plan in this plan year2024-12-300
Other expenses paid from plan in this plan year2024-12-300
Other contributions to plan in this plan year2024-12-300
Other income to plan in this plan year2024-12-30166
Plan net income in this plan year2024-12-30312
Net assets as of the end of the plan year2024-12-30370
Net assets as of the beginning of the plan year2024-12-3058
Employer contributions to plan in this plan year2024-12-3024835
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-301571

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