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SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 401k Plan overview

Plan NameSURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN
Plan identification number 001

SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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

SURGICAL SPECIALTY HOSPITAL OF ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL SPECIALTY HOSPITAL OF ARIZONA
Employer identification number (EIN):202615543
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DARREN STEWART2019-03-15
0012017-01-01DARREN STEWART2019-03-15
0012016-01-01KURT LOVELESS
0012016-01-01
0012015-01-012016-10-17
0012015-01-012016-10-17
0012015-01-01BARBARA G CHACON
0012014-01-01BARBARA CHACON BARBARA CHACON2015-10-15
0012013-01-01DEBORAH TOOKER
0012012-01-01DEBORAH TOOKER
0012011-01-01DEBY TOOKER

Plan Statistics for SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN

401k plan membership statisitcs for SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN

Measure Date Value
2016: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01112
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01140
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01128
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN

Measure Date Value
2016 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$16,268
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$314,049
Value of total assets at beginning of year2016-12-31$304,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,293
Total interest from all sources2016-12-31$430
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,629
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at beginning of year2016-12-31$16,550
Other income not declared elsewhere2016-12-31$-1
Administrative expenses (other) incurred2016-12-31$3,293
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$9,167
Value of net assets at end of year (total assets less liabilities)2016-12-31$314,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$304,882
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$294,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$268,965
Interest on participant loans2016-12-31$430
Value of interest in common/collective trusts at end of year2016-12-31$19,236
Value of interest in common/collective trusts at beginning of year2016-12-31$19,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,880
Net investment gain or loss from common/collective trusts2016-12-31$330
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,808
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 name2016-12-31METZ CPA, PC
Accountancy firm EIN2016-12-31464558541
2015 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$71,864
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$866,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$858,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$55,411
Value of total assets at end of year2015-12-31$304,882
Value of total assets at beginning of year2015-12-31$1,099,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,504
Total interest from all sources2015-12-31$1,697
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,612
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$38,490
Participant contributions at end of year2015-12-31$16,550
Participant contributions at beginning of year2015-12-31$123,503
Other income not declared elsewhere2015-12-31$-36
Administrative expenses (other) incurred2015-12-31$7,504
Total non interest bearing cash at beginning of year2015-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-794,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$304,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,099,080
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$268,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$771,148
Interest on participant loans2015-12-31$1,697
Value of interest in common/collective trusts at end of year2015-12-31$19,367
Value of interest in common/collective trusts at beginning of year2015-12-31$204,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,244
Net investment gain or loss from common/collective trusts2015-12-31$1,936
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$858,558
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 name2015-12-31METZ CPA, PC
Accountancy firm EIN2015-12-31464558541
2014 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$230,240
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$358,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$351,199
Expenses. Certain deemed distributions of participant loans2014-12-31$-1,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$163,959
Value of total assets at end of year2014-12-31$1,099,080
Value of total assets at beginning of year2014-12-31$1,227,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,816
Total interest from all sources2014-12-31$5,772
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$69,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$69,824
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$100,004
Participant contributions at end of year2014-12-31$123,503
Participant contributions at beginning of year2014-12-31$97,499
Other income not declared elsewhere2014-12-31$20
Administrative expenses (other) incurred2014-12-31$8,816
Total non interest bearing cash at end of year2014-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-127,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,099,080
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,227,079
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$771,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$902,339
Interest on participant loans2014-12-31$5,772
Value of interest in common/collective trusts at end of year2014-12-31$204,258
Value of interest in common/collective trusts at beginning of year2014-12-31$227,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-12,018
Net investment gain or loss from common/collective trusts2014-12-31$2,683
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$63,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$351,199
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 name2014-12-31METZ CPA, PC
Accountancy firm EIN2014-12-31464558541
2013 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$357,768
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$289,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$265,613
Expenses. Certain deemed distributions of participant loans2013-12-31$9,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$187,290
Value of total assets at end of year2013-12-31$1,227,079
Value of total assets at beginning of year2013-12-31$1,159,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,001
Total interest from all sources2013-12-31$4,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$49,820
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$49,820
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$120,022
Participant contributions at end of year2013-12-31$97,499
Participant contributions at beginning of year2013-12-31$106,869
Other income not declared elsewhere2013-12-31$42
Administrative expenses (other) incurred2013-12-31$15,001
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$32
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$67,902
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,227,079
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,159,177
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$902,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$841,292
Interest on participant loans2013-12-31$4,278
Value of interest in common/collective trusts at end of year2013-12-31$227,241
Value of interest in common/collective trusts at beginning of year2013-12-31$210,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$112,642
Net investment gain or loss from common/collective trusts2013-12-31$3,696
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$67,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$265,613
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 name2013-12-31METZ CPA, PC
Accountancy firm EIN2013-12-31464558541
2012 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$0
Total income from all sources (including contributions)2012-12-31$362,410
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$91,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$77,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$262,853
Value of total assets at end of year2012-12-31$1,159,177
Value of total assets at beginning of year2012-12-31$888,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,170
Total interest from all sources2012-12-31$1,945
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$29,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$29,822
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$153,204
Participant contributions at end of year2012-12-31$106,869
Participant contributions at beginning of year2012-12-31$21,328
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,650
Other income not declared elsewhere2012-12-31$259
Administrative expenses (other) incurred2012-12-31$14,170
Total non interest bearing cash at end of year2012-12-31$32
Total non interest bearing cash at beginning of year2012-12-31$0
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$270,719
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,159,177
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$888,458
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$841,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$679,109
Interest on participant loans2012-12-31$1,945
Value of interest in common/collective trusts at end of year2012-12-31$210,984
Value of interest in common/collective trusts at beginning of year2012-12-31$188,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$64,016
Net investment gain or loss from common/collective trusts2012-12-31$3,515
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$83,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$77,521
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 name2012-12-31GAINTNER BANDLER REED & PETERS PLC
Accountancy firm EIN2012-12-31860176934
2011 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$245,872
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$126,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$248,011
Value of total assets at end of year2011-12-31$888,458
Value of total assets at beginning of year2011-12-31$769,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,956
Total interest from all sources2011-12-31$968
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,098
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$133,512
Participant contributions at end of year2011-12-31$21,328
Participant contributions at beginning of year2011-12-31$23,648
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$36,905
Other income not declared elsewhere2011-12-31$1,951
Administrative expenses (other) incurred2011-12-31$12,956
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$119,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$888,458
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$769,326
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$679,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$515,111
Interest on participant loans2011-12-31$968
Value of interest in common/collective trusts at end of year2011-12-31$188,021
Value of interest in common/collective trusts at beginning of year2011-12-31$230,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,854
Net investment gain or loss from common/collective trusts2011-12-31$3,698
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$77,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,784
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 name2011-12-31GAINTNER BANDLER REED & PETERS PLC
Accountancy firm EIN2011-12-31860176934
2010 : SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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$0
Total income from all sources (including contributions)2010-12-31$244,614
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$69,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$182,691
Value of total assets at end of year2010-12-31$769,326
Value of total assets at beginning of year2010-12-31$601,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,099
Total interest from all sources2010-12-31$1,173
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,098
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$120,200
Participant contributions at end of year2010-12-31$23,648
Participant contributions at beginning of year2010-12-31$16,922
Other income not declared elsewhere2010-12-31$990
Administrative expenses (other) incurred2010-12-31$7,099
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$167,737
Value of net assets at end of year (total assets less liabilities)2010-12-31$769,326
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$601,589
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$515,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$371,613
Interest on participant loans2010-12-31$1,173
Value of interest in common/collective trusts at end of year2010-12-31$230,567
Value of interest in common/collective trusts at beginning of year2010-12-31$213,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$49,352
Net investment gain or loss from common/collective trusts2010-12-31$5,310
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$62,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$69,778
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 name2010-12-31GAINTNER BANDLER REED & PETERS, PLC
Accountancy firm EIN2010-12-31860176934

Form 5500 Responses for SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN

2016: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SURGICAL SPECIALTY HOSPITAL OF ARIZONA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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