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SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN
Plan identification number 001

SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K 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.
  • 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 MARTIN, PC has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF MARTIN, PC
Employer identification number (EIN):200772301
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 MARTIN, PC SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01PATSY DUNCAN
0012016-01-01PATSY DUNCAN
0012015-01-01PATSY DUNCAN
0012014-01-01PATSY DUNCAN
0012013-01-01PATSY DUNCAN
0012012-01-01PATSY DUNCAN
0012011-01-01PATSY DUNCAN
0012010-01-01PATSY DUNCAN
0012009-01-01PATSY DUNCAN

Plan Statistics for SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN

Measure Date Value
2017: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0130
Number of participants with account balances2010-01-0123
2009: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0123

Financial Data on SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN

Measure Date Value
2017 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$174,313
Expenses. Total of all expenses incurred2017-12-31$1,263,561
Benefits paid (including direct rollovers)2017-12-31$1,262,886
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,089,248
Total contributions received or receivable from participants2017-12-31$33,191
Other income received2017-12-31$118,393
Net income (gross income less expenses)2017-12-31$-1,089,248
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,089,248
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$22,729
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$675
2016 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$160,634
Expenses. Total of all expenses incurred2016-12-31$100
Total plan assets at end of year2016-12-31$1,089,248
Total plan assets at beginning of year2016-12-31$928,714
Total contributions received or receivable from participants2016-12-31$64,911
Other income received2016-12-31$59,039
Net income (gross income less expenses)2016-12-31$160,534
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,089,248
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$928,714
Assets. Value of participant loans2016-12-31$23,832
Total contributions received or receivable from employer(s)2016-12-31$36,684
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
2015 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$98,323
Expenses. Total of all expenses incurred2015-12-31$10,355
Benefits paid (including direct rollovers)2015-12-31$10,160
Total plan assets at end of year2015-12-31$928,713
Total plan assets at beginning of year2015-12-31$840,745
Value of fidelity bond covering the plan2015-12-31$85,000
Total contributions received or receivable from participants2015-12-31$61,336
Other income received2015-12-31$3,642
Net income (gross income less expenses)2015-12-31$87,968
Net plan assets at end of year (total assets less liabilities)2015-12-31$928,713
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$840,745
Total contributions received or receivable from employer(s)2015-12-31$33,345
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$195
2014 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$128,863
Expenses. Total of all expenses incurred2014-12-31$13,585
Benefits paid (including direct rollovers)2014-12-31$13,585
Total plan assets at end of year2014-12-31$840,745
Total plan assets at beginning of year2014-12-31$725,467
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$46,637
Other income received2014-12-31$50,651
Net income (gross income less expenses)2014-12-31$115,278
Net plan assets at end of year (total assets less liabilities)2014-12-31$840,745
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$725,467
Total contributions received or receivable from employer(s)2014-12-31$31,575
2013 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$251,990
Expenses. Total of all expenses incurred2013-12-31$227,089
Benefits paid (including direct rollovers)2013-12-31$227,062
Total plan assets at end of year2013-12-31$725,467
Total plan assets at beginning of year2013-12-31$700,566
Total contributions received or receivable from participants2013-12-31$54,410
Expenses. Other expenses not covered elsewhere2013-12-31$27
Other income received2013-12-31$165,438
Net income (gross income less expenses)2013-12-31$24,901
Net plan assets at end of year (total assets less liabilities)2013-12-31$725,467
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$700,566
Total contributions received or receivable from employer(s)2013-12-31$32,142
2012 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$187,009
Expenses. Total of all expenses incurred2012-12-31$58,130
Benefits paid (including direct rollovers)2012-12-31$58,130
Total plan assets at end of year2012-12-31$700,566
Total plan assets at beginning of year2012-12-31$571,687
Total contributions received or receivable from participants2012-12-31$60,307
Other income received2012-12-31$92,084
Net income (gross income less expenses)2012-12-31$128,879
Net plan assets at end of year (total assets less liabilities)2012-12-31$700,566
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$571,687
Total contributions received or receivable from employer(s)2012-12-31$34,618
2011 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,705
Expenses. Total of all expenses incurred2011-12-31$30,093
Benefits paid (including direct rollovers)2011-12-31$30,093
Total plan assets at end of year2011-12-31$571,687
Total plan assets at beginning of year2011-12-31$495,075
Total contributions received or receivable from participants2011-12-31$77,034
Other income received2011-12-31$-18,465
Net income (gross income less expenses)2011-12-31$76,612
Net plan assets at end of year (total assets less liabilities)2011-12-31$571,687
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$495,075
Total contributions received or receivable from employer(s)2011-12-31$48,136
2010 : SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,281
Expenses. Total of all expenses incurred2010-12-31$6,388
Benefits paid (including direct rollovers)2010-12-31$6,388
Total plan assets at end of year2010-12-31$495,075
Total plan assets at beginning of year2010-12-31$345,182
Total contributions received or receivable from participants2010-12-31$72,512
Other income received2010-12-31$43,205
Net income (gross income less expenses)2010-12-31$149,893
Net plan assets at end of year (total assets less liabilities)2010-12-31$495,075
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$345,182
Total contributions received or receivable from employer(s)2010-12-31$40,564

Form 5500 Responses for SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN

2017: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SURGICAL ASSOCIATES OF MARTIN, PC SAFE HARBOR 401K PLAN 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 MARTIN, PC SAFE HARBOR 401K PLAN 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 MARTIN, PC SAFE HARBOR 401K PLAN 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 MARTIN, PC SAFE HARBOR 401K PLAN 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 MARTIN, PC SAFE HARBOR 401K PLAN 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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