401k Plan data: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN
Plan identification number	002

SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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 LTD has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES LTD

Employer identification number (EIN): 251100455

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES LTD

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 1064939

More information about SURGICAL ASSOCIATES LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DAVID A. KENNEY, M.D.
002 2013-01-01 DAVID A. KENNEY, M.D.
002 2012-01-01 DAVID A. KENNEY, M.D.
002 2011-01-01 DAVID A KENNEY MD
002 2010-01-01 DAVID A KENNEY MD
002 2009-01-01 DAVID A KENNEY MD

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	DAVID A. KENNEY, M.D.
002	2013-01-01	DAVID A. KENNEY, M.D.
002	2012-01-01	DAVID A. KENNEY, M.D.
002	2011-01-01	DAVID A KENNEY MD
002	2010-01-01	DAVID A KENNEY MD
002	2009-01-01	DAVID A KENNEY MD

Plan Statistics for SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN

Measure Date Value
2014: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN

Measure	Date	Value
2014 : SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17,252
Expenses. Total of all expenses incurred	2014-12-31	$1,039,557
Benefits paid (including direct rollovers)	2014-12-31	$1,035,494
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,022,305
Value of fidelity bond covering the plan	2014-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,063
Other income received	2014-12-31	$17,252
Net income (gross income less expenses)	2014-12-31	$-1,022,305
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,022,305
2013 : SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$125,187
Expenses. Total of all expenses incurred	2013-12-31	$8,148
Total plan assets at end of year	2013-12-31	$1,022,305
Total plan assets at beginning of year	2013-12-31	$905,266
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$5,500
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,148
Other income received	2013-12-31	$54,977
Net income (gross income less expenses)	2013-12-31	$117,039
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,022,305
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$905,266
Total contributions received or receivable from employer(s)	2013-12-31	$64,710
2012 : SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$115,737
Expenses. Total of all expenses incurred	2012-12-31	$7,256
Total plan assets at end of year	2012-12-31	$905,266
Total plan assets at beginning of year	2012-12-31	$796,785
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$11,900
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,256
Other income received	2012-12-31	$39,350
Net income (gross income less expenses)	2012-12-31	$108,481
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$905,266
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$796,785
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$52,671
Total contributions received or receivable from employer(s)	2012-12-31	$64,487
2011 : SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$65,147
Expenses. Total of all expenses incurred	2011-12-31	$6,692
Total plan assets at end of year	2011-12-31	$796,785
Total plan assets at beginning of year	2011-12-31	$738,330
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$15,100
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,692
Other income received	2011-12-31	$-13,123
Net income (gross income less expenses)	2011-12-31	$58,455
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$796,785
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$738,330
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$57,027
Total contributions received or receivable from employer(s)	2011-12-31	$63,170
2010 : SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$121,119
Expenses. Total of all expenses incurred	2010-12-31	$3,521
Total plan assets at end of year	2010-12-31	$738,330
Total plan assets at beginning of year	2010-12-31	$620,732
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$15,100
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,521
Other income received	2010-12-31	$42,832
Net income (gross income less expenses)	2010-12-31	$117,598
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$738,330
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$620,732
Total contributions received or receivable from employer(s)	2010-12-31	$63,187

Form 5500 Responses for SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN

2014: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SURGICAL ASSOCIATES LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGICAL ASSOCIATES LTD
Employer identification number (EIN):	251100455
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	1064939