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SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 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
  • 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.
  • 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 MERIDEN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF MERIDEN, P.C.
Employer identification number (EIN):061111052
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01PETER D. LEFF2018-07-09
0022016-01-01PETER D. LEFF2017-07-24
0022015-01-01PETER D. LEFF2016-08-17
0022014-01-01PETER D. LEFF2016-08-15
0022013-01-01PETER D. LEFF
0022012-01-01PETER D. LEFF
0022011-01-01PETER D. LEFF
0022010-01-01PETER D. LEFF
0022009-01-01PETER D. LEFF

Plan Statistics for SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013 : SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$93,567
Expenses. Total of all expenses incurred2013-12-31$386
Benefits paid (including direct rollovers)2013-12-31$386
Total plan assets at end of year2013-12-31$803,642
Total plan assets at beginning of year2013-12-31$710,461
Total contributions received or receivable from participants2013-12-31$10,170
Other income received2013-12-31$77,285
Net income (gross income less expenses)2013-12-31$93,181
Net plan assets at end of year (total assets less liabilities)2013-12-31$803,642
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$710,461
Total contributions received or receivable from employer(s)2013-12-31$6,112
2012 : SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$103,727
Expenses. Total of all expenses incurred2012-12-31$230,062
Benefits paid (including direct rollovers)2012-12-31$230,062
Total plan assets at end of year2012-12-31$710,461
Total plan assets at beginning of year2012-12-31$836,796
Total contributions received or receivable from participants2012-12-31$7,910
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$89,899
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-126,335
Net plan assets at end of year (total assets less liabilities)2012-12-31$710,461
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$836,796
Total contributions received or receivable from employer(s)2012-12-31$5,918
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-27,235
Expenses. Total of all expenses incurred2011-12-31$10,181
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$836,796
Total plan assets at beginning of year2011-12-31$874,212
Total contributions received or receivable from participants2011-12-31$11,240
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-44,690
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-37,416
Net plan assets at end of year (total assets less liabilities)2011-12-31$836,796
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$874,212
Total contributions received or receivable from employer(s)2011-12-31$6,215
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,181
2010 : SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$119,711
Expenses. Total of all expenses incurred2010-12-31$9,504
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$874,212
Total plan assets at beginning of year2010-12-31$764,005
Total contributions received or receivable from participants2010-12-31$12,920
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$100,549
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$110,207
Net plan assets at end of year (total assets less liabilities)2010-12-31$874,212
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$764,005
Total contributions received or receivable from employer(s)2010-12-31$6,242
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,504
2009 : SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 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 SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST

2013: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES OF MERIDEN, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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