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SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN
Plan identification number 003

SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. 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
  • 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

SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP, INC.
Employer identification number (EIN):953696850
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1982-02-09
Company Identification Number: C1103047
Legal Registered Office Address: 9850 Genessee Avenue, Suite 660

La Jolla
United States of America (USA)
92037

More information about SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-02-01M. SHERMAN2023-11-15
0032021-02-01M. SHERMAN2022-11-07
0032021-02-01M. SHERMAN2024-01-08
0032020-02-01PAUL V.B. HYDE2021-11-13
0032020-02-01M. SHERMAN2024-01-08
0032019-02-01P. HYDE2020-11-05 P. HYDE2020-11-05
0032019-02-01M. SHERMAN2024-01-08
0032018-02-01P. HYDE2019-11-11 P. HYDE2019-11-11
0032018-02-01M. SHERMAN2024-01-08
0032017-02-01
0032016-02-01
0032015-02-01
0032014-02-01
0032014-02-01
0032013-02-01
0032012-02-01P. HYDE P. HYDE2014-11-04
0032011-02-01P. HYDE P. HYDE2012-10-10
0032009-02-01P.V.B. HYDE

Plan Statistics for SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN

Measure Date Value
2022: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-0123
Total number of active participants reported on line 7a of the Form 55002022-02-0111
Number of retired or separated participants receiving benefits2022-02-011
Number of other retired or separated participants entitled to future benefits2022-02-015
Total of all active and inactive participants2022-02-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-0117
Number of participants with account balances2022-02-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
2021: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-0122
Total number of active participants reported on line 7a of the Form 55002021-02-0110
Number of retired or separated participants receiving benefits2021-02-011
Number of other retired or separated participants entitled to future benefits2021-02-0111
Total of all active and inactive participants2021-02-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-0122
Number of participants with account balances2021-02-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
2020: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-0123
Total number of active participants reported on line 7a of the Form 55002020-02-0111
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-019
Total of all active and inactive participants2020-02-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-0120
Number of participants with account balances2020-02-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-0125
Total number of active participants reported on line 7a of the Form 55002019-02-0116
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-017
Total of all active and inactive participants2019-02-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-0123
Number of participants with account balances2019-02-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-0122
Total number of active participants reported on line 7a of the Form 55002018-02-0115
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-017
Total of all active and inactive participants2018-02-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-0122
Number of participants with account balances2018-02-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-0122
Total number of active participants reported on line 7a of the Form 55002017-02-0113
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-017
Total of all active and inactive participants2017-02-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-0120
Number of participants with account balances2017-02-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-0121
Total number of active participants reported on line 7a of the Form 55002016-02-0115
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-016
Total of all active and inactive participants2016-02-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-0121
Number of participants with account balances2016-02-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-011
2015: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-0121
Total number of active participants reported on line 7a of the Form 55002015-02-0117
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-014
Total of all active and inactive participants2015-02-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-0121
Number of participants with account balances2015-02-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-0119
Total number of active participants reported on line 7a of the Form 55002014-02-0117
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-012
Total of all active and inactive participants2014-02-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-0119
Number of participants with account balances2014-02-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-0119
Total number of active participants reported on line 7a of the Form 55002013-02-0116
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-012
Total of all active and inactive participants2013-02-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-0118
Number of participants with account balances2013-02-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-0118
Total number of active participants reported on line 7a of the Form 55002012-02-0116
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-013
Total of all active and inactive participants2012-02-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-0119
Number of participants with account balances2012-02-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-011
2011: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-0116
Total number of active participants reported on line 7a of the Form 55002011-02-0116
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-012
Total of all active and inactive participants2011-02-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-0118
Number of participants with account balances2011-02-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2009: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-0120
Total number of active participants reported on line 7a of the Form 55002009-02-0115
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-011
Total of all active and inactive participants2009-02-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-0116
Number of participants with account balances2009-02-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN

Measure Date Value
2023 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-01-31$0
Total plan liabilities at end of year2023-01-31$0
Total plan liabilities at beginning of year2023-01-31$0
Total income from all sources2023-01-31$348,457
Expenses. Total of all expenses incurred2023-01-31$360,993
Benefits paid (including direct rollovers)2023-01-31$351,894
Total plan assets at end of year2023-01-31$6,802,816
Total plan assets at beginning of year2023-01-31$6,815,352
Value of fidelity bond covering the plan2023-01-31$1,654,239
Total contributions received or receivable from participants2023-01-31$78,980
Expenses. Other expenses not covered elsewhere2023-01-31$68
Contributions received from other sources (not participants or employers)2023-01-31$0
Other income received2023-01-31$236,056
Noncash contributions received2023-01-31$0
Net income (gross income less expenses)2023-01-31$-12,536
Net plan assets at end of year (total assets less liabilities)2023-01-31$6,802,816
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$6,815,352
Assets. Value of participant loans2023-01-31$1,370
Assets. Value of assets in partnership/joint-venture interests2023-01-31$843,195
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-01-31$10,746
Total contributions received or receivable from employer(s)2023-01-31$33,421
Value of certain deemed distributions of participant loans2023-01-31$0
Value of corrective distributions2023-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-01-31$9,031
2022 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-01-31$0
Total plan liabilities at end of year2022-01-31$0
Total plan liabilities at beginning of year2022-01-31$0
Total income from all sources2022-01-31$546,127
Expenses. Total of all expenses incurred2022-01-31$272,697
Benefits paid (including direct rollovers)2022-01-31$200,446
Total plan assets at end of year2022-01-31$6,815,352
Total plan assets at beginning of year2022-01-31$6,541,922
Value of fidelity bond covering the plan2022-01-31$1,570,000
Total contributions received or receivable from participants2022-01-31$70,144
Expenses. Other expenses not covered elsewhere2022-01-31$75
Contributions received from other sources (not participants or employers)2022-01-31$0
Other income received2022-01-31$439,963
Noncash contributions received2022-01-31$0
Net income (gross income less expenses)2022-01-31$273,430
Net plan assets at end of year (total assets less liabilities)2022-01-31$6,815,352
Net plan assets at beginning of year (total assets less liabilities)2022-01-31$6,541,922
Assets. Value of participant loans2022-01-31$4,248
Assets. Value of assets in partnership/joint-venture interests2022-01-31$224,373
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-01-31$16,172
Total contributions received or receivable from employer(s)2022-01-31$36,020
Value of certain deemed distributions of participant loans2022-01-31$0
Value of corrective distributions2022-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-01-31$72,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
2021 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-01-31$0
Total plan liabilities at end of year2021-01-31$0
Total plan liabilities at beginning of year2021-01-31$0
Total income from all sources2021-01-31$699,344
Expenses. Total of all expenses incurred2021-01-31$60,556
Benefits paid (including direct rollovers)2021-01-31$33,092
Total plan assets at end of year2021-01-31$6,541,922
Total plan assets at beginning of year2021-01-31$5,903,134
Value of fidelity bond covering the plan2021-01-31$1,480,000
Total contributions received or receivable from participants2021-01-31$87,628
Expenses. Other expenses not covered elsewhere2021-01-31$0
Contributions received from other sources (not participants or employers)2021-01-31$0
Other income received2021-01-31$561,926
Noncash contributions received2021-01-31$0
Net income (gross income less expenses)2021-01-31$638,788
Net plan assets at end of year (total assets less liabilities)2021-01-31$6,541,922
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$5,903,134
Assets. Value of participant loans2021-01-31$11,244
Assets. Value of assets in partnership/joint-venture interests2021-01-31$242,046
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-01-31$12,204
Total contributions received or receivable from employer(s)2021-01-31$49,790
Value of certain deemed distributions of participant loans2021-01-31$0
Value of corrective distributions2021-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-01-31$27,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
2020 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-01-31$0
Total plan liabilities at beginning of year2020-01-31$0
Total income from all sources2020-01-31$714,805
Expenses. Total of all expenses incurred2020-01-31$263,654
Benefits paid (including direct rollovers)2020-01-31$236,321
Total plan assets at end of year2020-01-31$5,903,134
Total plan assets at beginning of year2020-01-31$5,451,983
Value of fidelity bond covering the plan2020-01-31$500,000
Total contributions received or receivable from participants2020-01-31$63,132
Assets. Value of loans (other than to participants)2020-01-31$18,905
Expenses. Other expenses not covered elsewhere2020-01-31$410
Contributions received from other sources (not participants or employers)2020-01-31$0
Other income received2020-01-31$622,566
Noncash contributions received2020-01-31$0
Net income (gross income less expenses)2020-01-31$451,151
Net plan assets at end of year (total assets less liabilities)2020-01-31$5,903,134
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$5,451,983
Assets. Value of participant loans2020-01-31$22,074
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-01-31$1,511
Assets. Value of assets in partnership/joint-venture interests2020-01-31$970,233
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-01-31$5,137
Total contributions received or receivable from employer(s)2020-01-31$29,107
Value of certain deemed distributions of participant loans2020-01-31$0
Value of corrective distributions2020-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$26,923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
2019 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2019 401k financial data
Assets. Value of assets in partnership/joint-venture interests2019-01-31$834,421
2018 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-01-31$0
Total plan liabilities at end of year2018-01-31$0
Total plan liabilities at beginning of year2018-01-31$0
Total income from all sources2018-01-31$547,194
Expenses. Total of all expenses incurred2018-01-31$171,261
Benefits paid (including direct rollovers)2018-01-31$171,241
Total plan assets at end of year2018-01-31$5,439,695
Total plan assets at beginning of year2018-01-31$5,063,762
Value of fidelity bond covering the plan2018-01-31$500,000
Total contributions received or receivable from participants2018-01-31$58,192
Assets. Value of loans (other than to participants)2018-01-31$13,195
Expenses. Other expenses not covered elsewhere2018-01-31$20
Contributions received from other sources (not participants or employers)2018-01-31$0
Other income received2018-01-31$460,894
Noncash contributions received2018-01-31$0
Net income (gross income less expenses)2018-01-31$375,933
Net plan assets at end of year (total assets less liabilities)2018-01-31$5,439,695
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$5,063,762
Assets. Value of participant loans2018-01-31$38,803
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-01-31$2,838
Total contributions received or receivable from employer(s)2018-01-31$28,108
Value of certain deemed distributions of participant loans2018-01-31$0
Value of corrective distributions2018-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
2017 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-01-31$0
Total plan liabilities at end of year2017-01-31$0
Total plan liabilities at beginning of year2017-01-31$0
Total income from all sources2017-01-31$590,603
Expenses. Total of all expenses incurred2017-01-31$299,553
Benefits paid (including direct rollovers)2017-01-31$299,533
Total plan assets at end of year2017-01-31$5,063,762
Total plan assets at beginning of year2017-01-31$4,772,712
Value of fidelity bond covering the plan2017-01-31$500,000
Total contributions received or receivable from participants2017-01-31$66,926
Assets. Value of loans (other than to participants)2017-01-31$10,171
Expenses. Other expenses not covered elsewhere2017-01-31$20
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$490,777
Noncash contributions received2017-01-31$0
Net income (gross income less expenses)2017-01-31$291,050
Net plan assets at end of year (total assets less liabilities)2017-01-31$5,063,762
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$4,772,712
Assets. Value of participant loans2017-01-31$48,434
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-01-31$2,114
Total contributions received or receivable from employer(s)2017-01-31$32,900
Value of certain deemed distributions of participant loans2017-01-31$0
Value of corrective distributions2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$0
2016 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-01-31$0
Total plan liabilities at end of year2016-01-31$0
Total plan liabilities at beginning of year2016-01-31$0
Total income from all sources2016-01-31$29,472
Expenses. Total of all expenses incurred2016-01-31$128,031
Benefits paid (including direct rollovers)2016-01-31$127,971
Total plan assets at end of year2016-01-31$4,772,712
Total plan assets at beginning of year2016-01-31$4,871,271
Value of fidelity bond covering the plan2016-01-31$400,000
Total contributions received or receivable from participants2016-01-31$62,699
Assets. Value of loans (other than to participants)2016-01-31$23,541
Expenses. Other expenses not covered elsewhere2016-01-31$60
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$-67,168
Noncash contributions received2016-01-31$0
Net income (gross income less expenses)2016-01-31$-98,559
Net plan assets at end of year (total assets less liabilities)2016-01-31$4,772,712
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$4,871,271
Assets. Value of participant loans2016-01-31$20,625
Total contributions received or receivable from employer(s)2016-01-31$33,941
Value of certain deemed distributions of participant loans2016-01-31$0
Value of corrective distributions2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
2015 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-01-31$0
Total plan liabilities at end of year2015-01-31$0
Total plan liabilities at beginning of year2015-01-31$0
Total income from all sources2015-01-31$354,728
Expenses. Total of all expenses incurred2015-01-31$10,450
Benefits paid (including direct rollovers)2015-01-31$6,394
Total plan assets at end of year2015-01-31$4,866,622
Total plan assets at beginning of year2015-01-31$4,522,344
Value of fidelity bond covering the plan2015-01-31$400,000
Total contributions received or receivable from participants2015-01-31$69,340
Assets. Value of loans (other than to participants)2015-01-31$24,579
Expenses. Other expenses not covered elsewhere2015-01-31$0
Contributions received from other sources (not participants or employers)2015-01-31$0
Other income received2015-01-31$234,079
Noncash contributions received2015-01-31$0
Net income (gross income less expenses)2015-01-31$344,278
Net plan assets at end of year (total assets less liabilities)2015-01-31$4,866,622
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$4,522,344
Assets. Value of participant loans2015-01-31$28,799
Total contributions received or receivable from employer(s)2015-01-31$51,309
Value of certain deemed distributions of participant loans2015-01-31$4,056
Value of corrective distributions2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
2014 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-01-31$0
Total plan liabilities at end of year2014-01-31$0
Total plan liabilities at beginning of year2014-01-31$0
Total income from all sources2014-01-31$535,395
Expenses. Total of all expenses incurred2014-01-31$212,874
Benefits paid (including direct rollovers)2014-01-31$212,874
Total plan assets at end of year2014-01-31$4,522,344
Total plan assets at beginning of year2014-01-31$4,199,823
Value of fidelity bond covering the plan2014-01-31$400,000
Total contributions received or receivable from participants2014-01-31$71,240
Assets. Value of loans (other than to participants)2014-01-31$25,000
Expenses. Other expenses not covered elsewhere2014-01-31$0
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$386,396
Noncash contributions received2014-01-31$0
Net income (gross income less expenses)2014-01-31$322,521
Net plan assets at end of year (total assets less liabilities)2014-01-31$4,522,344
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$4,199,823
Assets. Value of participant loans2014-01-31$32,817
Total contributions received or receivable from employer(s)2014-01-31$77,759
Value of certain deemed distributions of participant loans2014-01-31$0
Value of corrective distributions2014-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
2013 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-01-31$0
Total plan liabilities at end of year2013-01-31$0
Total plan liabilities at beginning of year2013-01-31$0
Total income from all sources2013-01-31$199,056
Expenses. Total of all expenses incurred2013-01-31$0
Benefits paid (including direct rollovers)2013-01-31$0
Total plan assets at end of year2013-01-31$4,199,823
Total plan assets at beginning of year2013-01-31$4,000,767
Value of fidelity bond covering the plan2013-01-31$400,000
Total contributions received or receivable from participants2013-01-31$64,287
Assets. Value of loans (other than to participants)2013-01-31$25,000
Expenses. Other expenses not covered elsewhere2013-01-31$0
Contributions received from other sources (not participants or employers)2013-01-31$0
Other income received2013-01-31$51,309
Noncash contributions received2013-01-31$0
Net income (gross income less expenses)2013-01-31$199,056
Net plan assets at end of year (total assets less liabilities)2013-01-31$4,199,823
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$4,000,767
Assets. Value of participant loans2013-01-31$31,663
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-01-31$200,000
Total contributions received or receivable from employer(s)2013-01-31$83,460
Value of certain deemed distributions of participant loans2013-01-31$0
Value of corrective distributions2013-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$0
2012 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-01-31$0
Total plan liabilities at end of year2012-01-31$0
Total plan liabilities at beginning of year2012-01-31$0
Total income from all sources2012-01-31$248,349
Expenses. Total of all expenses incurred2012-01-31$0
Benefits paid (including direct rollovers)2012-01-31$0
Total plan assets at end of year2012-01-31$4,000,767
Total plan assets at beginning of year2012-01-31$3,752,418
Value of fidelity bond covering the plan2012-01-31$400,000
Total contributions received or receivable from participants2012-01-31$68,145
Assets. Value of loans (other than to participants)2012-01-31$325,000
Expenses. Other expenses not covered elsewhere2012-01-31$0
Contributions received from other sources (not participants or employers)2012-01-31$0
Other income received2012-01-31$108,126
Noncash contributions received2012-01-31$0
Net income (gross income less expenses)2012-01-31$248,349
Net plan assets at end of year (total assets less liabilities)2012-01-31$4,000,767
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$3,752,418
Assets. Value of participant loans2012-01-31$30,209
Total contributions received or receivable from employer(s)2012-01-31$72,078
Value of certain deemed distributions of participant loans2012-01-31$0
Value of corrective distributions2012-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$0
2011 : SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-01-31$0
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$523,075
Expenses. Total of all expenses incurred2011-01-31$26
Benefits paid (including direct rollovers)2011-01-31$0
Total plan assets at end of year2011-01-31$3,752,418
Total plan assets at beginning of year2011-01-31$3,229,369
Value of fidelity bond covering the plan2011-01-31$400,000
Total contributions received or receivable from participants2011-01-31$60,082
Assets. Value of loans (other than to participants)2011-01-31$225,000
Expenses. Other expenses not covered elsewhere2011-01-31$0
Contributions received from other sources (not participants or employers)2011-01-31$0
Other income received2011-01-31$398,106
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$523,049
Net plan assets at end of year (total assets less liabilities)2011-01-31$3,752,418
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$3,229,369
Assets. Value of participant loans2011-01-31$35,377
Total contributions received or receivable from employer(s)2011-01-31$64,887
Value of certain deemed distributions of participant loans2011-01-31$0
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$26
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0

Form 5500 Responses for SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN

2022: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedYes
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedYes
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES OF LA JOLLA MEDICAL GROUP INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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