Logo

FREMONT SURGERY CENTER RETIREMENT PLAN 401k Plan overview

Plan NameFREMONT SURGERY CENTER RETIREMENT PLAN
Plan identification number 001

FREMONT SURGERY CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

FREMONT AMBULATORY SURGERY CENTER has sponsored the creation of one or more 401k plans.

Company Name:FREMONT AMBULATORY SURGERY CENTER
Employer identification number (EIN):943235450
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREMONT SURGERY CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01JOHN HAYWARD
0012020-01-01
0012019-01-01
0012017-01-01JOHN HAYWARD JOHN HAYWARD2018-10-12
0012016-01-01JOHN HAYWARD JOHN HAYWARD2017-10-13
0012015-01-01JOHN HAYWARD
0012014-01-01JOHN HAYWARD
0012013-01-01JOHN HAYWARD
0012012-01-01JOHN HAYWARD
0012011-01-01JOHN HAYWARD
0012009-01-01JOHN HAYWARD

Plan Statistics for FREMONT SURGERY CENTER RETIREMENT PLAN

401k plan membership statisitcs for FREMONT SURGERY CENTER RETIREMENT PLAN

Measure Date Value
2021: FREMONT SURGERY CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01170
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FREMONT SURGERY CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01168
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FREMONT SURGERY CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01161
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: FREMONT SURGERY CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01204
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FREMONT SURGERY CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FREMONT SURGERY CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01209
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FREMONT SURGERY CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FREMONT SURGERY CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FREMONT SURGERY CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FREMONT SURGERY CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01135
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: FREMONT SURGERY CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01128
Number of participants with account balances2009-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FREMONT SURGERY CENTER RETIREMENT PLAN

Measure Date Value
2021 : FREMONT SURGERY CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,155,218
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,067,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,062,541
Expenses. Certain deemed distributions of participant loans2021-12-31$3,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$827,244
Value of total assets at end of year2021-12-31$11,412,869
Value of total assets at beginning of year2021-12-31$10,324,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,600
Total interest from all sources2021-12-31$26,366
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$545,132
Participant contributions at end of year2021-12-31$207,139
Participant contributions at beginning of year2021-12-31$225,236
Other income not declared elsewhere2021-12-31$146
Administrative expenses (other) incurred2021-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,088,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,412,869
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,324,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,162,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,754,692
Interest on participant loans2021-12-31$14,609
Interest earned on other investments2021-12-31$11,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,043,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,344,920
Net investment gain/loss from pooled separate accounts2021-12-31$1,301,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$282,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,062,541
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BHLF LLP
Accountancy firm EIN2021-12-31454806875
2020 : FREMONT SURGERY CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,377,305
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$745,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$744,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,087,280
Value of total assets at end of year2020-12-31$10,324,848
Value of total assets at beginning of year2020-12-31$8,693,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,700
Total interest from all sources2020-12-31$25,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$528,855
Participant contributions at end of year2020-12-31$225,236
Participant contributions at beginning of year2020-12-31$260,201
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$280,266
Other income not declared elsewhere2020-12-31$805
Administrative expenses (other) incurred2020-12-31$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,631,513
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,324,848
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,693,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,754,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,418,256
Interest on participant loans2020-12-31$13,598
Interest earned on other investments2020-12-31$12,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,344,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,014,878
Net investment gain/loss from pooled separate accounts2020-12-31$1,263,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$278,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$744,092
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BHLF LLP
Accountancy firm EIN2020-12-31454806875
2019 : FREMONT SURGERY CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,221,861
Total income from all sources (including contributions)2019-12-31$2,221,861
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$276,234
Total of all expenses incurred2019-12-31$276,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,929
Value of total corrective distributions2019-12-31$12,305
Value of total corrective distributions2019-12-31$12,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$830,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$830,959
Value of total assets at end of year2019-12-31$8,693,335
Value of total assets at end of year2019-12-31$8,693,335
Value of total assets at beginning of year2019-12-31$6,747,708
Value of total assets at beginning of year2019-12-31$6,747,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,000
Total interest from all sources2019-12-31$29,008
Total interest from all sources2019-12-31$29,008
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$539,807
Contributions received from participants2019-12-31$539,807
Participant contributions at end of year2019-12-31$260,201
Participant contributions at end of year2019-12-31$260,201
Participant contributions at beginning of year2019-12-31$277,176
Participant contributions at beginning of year2019-12-31$277,176
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,987
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,987
Other income not declared elsewhere2019-12-31$1,236
Other income not declared elsewhere2019-12-31$1,236
Administrative expenses (other) incurred2019-12-31$2,000
Administrative expenses (other) incurred2019-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,945,627
Value of net income/loss2019-12-31$1,945,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,693,335
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,693,335
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,747,708
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,747,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,418,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,418,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,581,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,581,225
Interest on participant loans2019-12-31$18,167
Interest on participant loans2019-12-31$18,167
Interest earned on other investments2019-12-31$10,841
Interest earned on other investments2019-12-31$10,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,014,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,014,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$889,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$889,307
Net investment gain/loss from pooled separate accounts2019-12-31$1,360,658
Net investment gain/loss from pooled separate accounts2019-12-31$1,360,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$284,165
Contributions received in cash from employer2019-12-31$284,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,929
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BHLF LLP
Accountancy firm name2019-12-31BHLF LLP
Accountancy firm EIN2019-12-31454806875
Accountancy firm EIN2019-12-31454806875
2018 : FREMONT SURGERY CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$459,539
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,336,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,279,501
Expenses. Certain deemed distributions of participant loans2018-12-31$40,088
Value of total corrective distributions2018-12-31$12,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$767,964
Value of total assets at end of year2018-12-31$6,747,708
Value of total assets at beginning of year2018-12-31$7,624,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,150
Total interest from all sources2018-12-31$26,906
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$636
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$520,095
Participant contributions at end of year2018-12-31$277,176
Participant contributions at beginning of year2018-12-31$253,051
Other income not declared elsewhere2018-12-31$2,499
Administrative expenses (other) incurred2018-12-31$4,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-876,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,747,708
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,624,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,581,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,277,274
Interest on participant loans2018-12-31$16,648
Interest earned on other investments2018-12-31$10,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$889,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,094,018
Net investment gain/loss from pooled separate accounts2018-12-31$-338,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$247,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,279,501
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BHLF LLP
Accountancy firm EIN2018-12-31454806875
2017 : FREMONT SURGERY CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,829,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$360,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$351,126
Value of total corrective distributions2017-12-31$6,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$866,718
Value of total assets at end of year2017-12-31$7,624,343
Value of total assets at beginning of year2017-12-31$6,155,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,750
Total interest from all sources2017-12-31$21,990
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$467,058
Participant contributions at end of year2017-12-31$253,051
Participant contributions at beginning of year2017-12-31$170,268
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$167,645
Other income not declared elsewhere2017-12-31$3,413
Administrative expenses (other) incurred2017-12-31$2,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,468,550
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,624,343
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,155,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,277,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,870,279
Interest on participant loans2017-12-31$10,723
Interest earned on other investments2017-12-31$11,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,094,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,115,246
Net investment gain/loss from pooled separate accounts2017-12-31$936,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$232,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$351,126
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SWEENEY KOVAR, LLP
Accountancy firm EIN2017-12-31942921824
2016 : FREMONT SURGERY CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,131,087
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$693,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$650,964
Expenses. Certain deemed distributions of participant loans2016-12-31$8,592
Value of total corrective distributions2016-12-31$31,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$754,886
Value of total assets at end of year2016-12-31$6,155,793
Value of total assets at beginning of year2016-12-31$5,718,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,700
Total interest from all sources2016-12-31$19,776
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$443,955
Participant contributions at end of year2016-12-31$170,268
Participant contributions at beginning of year2016-12-31$127,763
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,310
Other income not declared elsewhere2016-12-31$1,943
Administrative expenses (other) incurred2016-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$437,653
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,155,793
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,718,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,870,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,336,124
Interest on participant loans2016-12-31$7,994
Interest earned on other investments2016-12-31$11,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,115,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,254,253
Net investment gain/loss from pooled separate accounts2016-12-31$354,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$229,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$650,964
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWEENEY KOVAR, LLP
Accountancy firm EIN2016-12-31942921824
2015 : FREMONT SURGERY CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$626,942
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$498,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$454,779
Expenses. Certain deemed distributions of participant loans2015-12-31$21,511
Value of total corrective distributions2015-12-31$20,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$621,338
Value of total assets at end of year2015-12-31$5,718,140
Value of total assets at beginning of year2015-12-31$5,589,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,850
Total interest from all sources2015-12-31$18,663
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$395,222
Participant contributions at end of year2015-12-31$127,763
Participant contributions at beginning of year2015-12-31$153,351
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,847
Other income not declared elsewhere2015-12-31$1,944
Administrative expenses (other) incurred2015-12-31$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$128,145
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,718,140
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,589,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,336,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,321,370
Interest on participant loans2015-12-31$6,863
Interest earned on other investments2015-12-31$11,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,254,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,115,274
Net investment gain/loss from pooled separate accounts2015-12-31$-15,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$201,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$454,779
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2015-12-31470905799
2014 : FREMONT SURGERY CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$983,852
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$157,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$128,245
Expenses. Certain deemed distributions of participant loans2014-12-31$4,213
Value of total corrective distributions2014-12-31$22,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$644,961
Value of total assets at end of year2014-12-31$5,589,995
Value of total assets at beginning of year2014-12-31$4,763,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,950
Total interest from all sources2014-12-31$20,351
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$402,211
Participant contributions at end of year2014-12-31$153,351
Participant contributions at beginning of year2014-12-31$147,404
Other income not declared elsewhere2014-12-31$99
Administrative expenses (other) incurred2014-12-31$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$826,550
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,589,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,763,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,321,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,636,676
Interest on participant loans2014-12-31$7,326
Interest earned on other investments2014-12-31$13,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,115,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$979,365
Net investment gain/loss from pooled separate accounts2014-12-31$318,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$242,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$128,245
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2014-12-31470905799
2013 : FREMONT SURGERY CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,219,433
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$276,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$256,762
Expenses. Certain deemed distributions of participant loans2013-12-31$8,117
Value of total corrective distributions2013-12-31$9,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$621,172
Value of total assets at end of year2013-12-31$4,763,445
Value of total assets at beginning of year2013-12-31$3,820,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,750
Total interest from all sources2013-12-31$18,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$311
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$371,887
Participant contributions at end of year2013-12-31$147,404
Participant contributions at beginning of year2013-12-31$136,146
Other income not declared elsewhere2013-12-31$375
Administrative expenses (other) incurred2013-12-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$943,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,763,445
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,820,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,636,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,680,079
Interest on participant loans2013-12-31$7,204
Interest earned on other investments2013-12-31$11,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$979,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,004,016
Net investment gain/loss from pooled separate accounts2013-12-31$579,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$249,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$256,762
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2013-12-31470905799
2012 : FREMONT SURGERY CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,720
Total income from all sources (including contributions)2012-12-31$849,370
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$65,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$565,199
Value of total assets at end of year2012-12-31$3,820,241
Value of total assets at beginning of year2012-12-31$3,059,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,693
Total interest from all sources2012-12-31$10,762
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$420,434
Participant contributions at end of year2012-12-31$136,146
Participant contributions at beginning of year2012-12-31$80,961
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$31,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$23,720
Other income not declared elsewhere2012-12-31$-610
Administrative expenses (other) incurred2012-12-31$3,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$784,079
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,820,241
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,036,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,680,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,615,045
Interest on participant loans2012-12-31$5,613
Interest earned on other investments2012-12-31$5,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,004,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$204,307
Net investment gain/loss from pooled separate accounts2012-12-31$274,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$144,765
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$127,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2012-12-31470905799
2011 : FREMONT SURGERY CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$519,522
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$59,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,484
Expenses. Certain deemed distributions of participant loans2011-12-31$2,335
Value of total corrective distributions2011-12-31$3,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$557,855
Value of total assets at end of year2011-12-31$2,943,049
Value of total assets at beginning of year2011-12-31$2,483,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,855
Total interest from all sources2011-12-31$8,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$425,411
Participant contributions at end of year2011-12-31$81,024
Participant contributions at beginning of year2011-12-31$58,260
Participant contributions at end of year2011-12-31$31,794
Participant contributions at beginning of year2011-12-31$21,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$23,720
Other income not declared elsewhere2011-12-31$203
Administrative expenses (other) incurred2011-12-31$5,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$459,812
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,943,049
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,483,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,615,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,079,740
Interest on participant loans2011-12-31$3,196
Interest earned on other investments2011-12-31$5,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$204,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$159,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$132,444
Employer contributions (assets) at end of year2011-12-31$10,846
Employer contributions (assets) at beginning of year2011-12-31$164,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,484
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2011-12-31470905799
2010 : FREMONT SURGERY CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,920
Total income from all sources (including contributions)2010-12-31$765,095
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,360
Expenses. Certain deemed distributions of participant loans2010-12-31$3,757
Value of total corrective distributions2010-12-31$1,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$588,316
Value of total assets at end of year2010-12-31$2,483,237
Value of total assets at beginning of year2010-12-31$1,768,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,050
Total interest from all sources2010-12-31$6,180
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$3,310
Contributions received from participants2010-12-31$333,290
Participant contributions at end of year2010-12-31$58,260
Participant contributions at beginning of year2010-12-31$32,269
Participant contributions at end of year2010-12-31$21,606
Participant contributions at beginning of year2010-12-31$23,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,920
Administrative expenses (other) incurred2010-12-31$4,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$729,173
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,483,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,754,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,079,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,594,403
Interest on participant loans2010-12-31$2,195
Interest earned on other investments2010-12-31$3,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$159,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$111,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$170,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$255,026
Employer contributions (assets) at end of year2010-12-31$164,546
Employer contributions (assets) at beginning of year2010-12-31$7,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,360
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROKSTEIN & ROSEN CPAS, LLP
Accountancy firm EIN2010-12-31470905799
2009 : FREMONT SURGERY CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FREMONT SURGERY CENTER RETIREMENT PLAN

2021: FREMONT SURGERY CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FREMONT SURGERY CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FREMONT SURGERY CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: FREMONT SURGERY CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FREMONT SURGERY CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREMONT SURGERY CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREMONT SURGERY CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREMONT SURGERY CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREMONT SURGERY CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: FREMONT SURGERY CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: FREMONT SURGERY CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number921283
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9599
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number921283
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number921283
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup