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SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN
Plan identification number 002

SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 SEWICKLEY has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF SEWICKLEY
Employer identification number (EIN):251352859
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 SEWICKLEY LTD AMENDED & RESTATED P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GEOFFREY H WILCOX MD2024-10-14
0022022-01-01GEOFFREY H WILCOX MD2023-10-10
0022021-01-01GEOFFREY H WILCOX MD2022-10-14
0022020-01-01
0022019-02-01
0022018-02-01
0022017-02-01
0022016-02-01
0022015-02-01
0022014-02-01GEOFFREY H WILCOX MD
0022013-02-01GEOFFREY H WILCOX MD
0022012-02-01GEOFFREY H WILCOX MD
0022011-02-01GEOFFREY H WILCOX MD GEOFFREY H WILCOX MD2012-08-01
0022009-02-01GEOFFREY H WILCOX MD GEOFFREY H WILCOX MD2010-08-24

Plan Statistics for SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN

Measure Date Value
2023: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2014: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-0111
Total number of active participants reported on line 7a of the Form 55002014-02-0112
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-0112
Number of participants with account balances2014-02-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-0111
Total number of active participants reported on line 7a of the Form 55002013-02-0111
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-0111
Number of participants with account balances2013-02-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-019
Total number of active participants reported on line 7a of the Form 55002012-02-0111
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-0111
Number of participants with account balances2012-02-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-0110
Total number of active participants reported on line 7a of the Form 55002011-02-019
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-019
Number of participants with account balances2011-02-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2009: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-017
Total number of active participants reported on line 7a of the Form 55002009-02-018
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-018
Number of participants with account balances2009-02-018

Financial Data on SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN

Measure Date Value
2023 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,592,942
Expenses. Total of all expenses incurred2023-12-31$113,704
Benefits paid (including direct rollovers)2023-12-31$90,218
Total plan assets at end of year2023-12-31$4,515,206
Total plan assets at beginning of year2023-12-31$3,035,968
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$1,592,942
Net income (gross income less expenses)2023-12-31$1,479,238
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,515,206
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,035,968
Assets. Value of real-estate (other than employer real property)2023-12-31$2,895,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,486
2022 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$-783,982
Expenses. Total of all expenses incurred2022-12-31$55,503
Benefits paid (including direct rollovers)2022-12-31$26,317
Total plan assets at end of year2022-12-31$3,035,968
Total plan assets at beginning of year2022-12-31$3,875,453
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$11,270
Other income received2022-12-31$-795,252
Net income (gross income less expenses)2022-12-31$-839,485
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,035,968
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,875,453
Assets. Value of real-estate (other than employer real property)2022-12-31$700,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$29,186
2021 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2021 401k financial data
Total income from all sources2021-12-31$557,500
Expenses. Total of all expenses incurred2021-12-31$509,647
Benefits paid (including direct rollovers)2021-12-31$466,720
Total plan assets at end of year2021-12-31$3,875,453
Total plan assets at beginning of year2021-12-31$3,827,600
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$16,315
Assets. Value of loans (other than to participants)2021-12-31$30,131
Other income received2021-12-31$540,521
Net income (gross income less expenses)2021-12-31$47,853
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,875,453
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,827,600
Total contributions received or receivable from employer(s)2021-12-31$664
Value of certain deemed distributions of participant loans2021-12-31$42,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2015 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2015 401k financial data
Total income from all sources2015-01-31$243,527
Expenses. Total of all expenses incurred2015-01-31$3,130
Benefits paid (including direct rollovers)2015-01-31$3,130
Total plan assets at end of year2015-01-31$2,550,453
Total plan assets at beginning of year2015-01-31$2,310,056
Value of fidelity bond covering the plan2015-01-31$250,000
Total contributions received or receivable from participants2015-01-31$77,400
Other income received2015-01-31$99,960
Net income (gross income less expenses)2015-01-31$240,397
Net plan assets at end of year (total assets less liabilities)2015-01-31$2,550,453
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$2,310,056
Total contributions received or receivable from employer(s)2015-01-31$66,167
2014 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2014 401k financial data
Total income from all sources2014-01-31$372,122
Expenses. Total of all expenses incurred2014-01-31$1,920
Benefits paid (including direct rollovers)2014-01-31$1,920
Total plan assets at end of year2014-01-31$2,310,056
Total plan assets at beginning of year2014-01-31$1,939,854
Value of fidelity bond covering the plan2014-01-31$250,000
Total contributions received or receivable from participants2014-01-31$71,700
Other income received2014-01-31$175,255
Net income (gross income less expenses)2014-01-31$370,202
Net plan assets at end of year (total assets less liabilities)2014-01-31$2,310,056
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$1,939,854
Total contributions received or receivable from employer(s)2014-01-31$125,167
2013 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2013 401k financial data
Total income from all sources2013-01-31$182,174
Expenses. Total of all expenses incurred2013-01-31$20,000
Benefits paid (including direct rollovers)2013-01-31$20,000
Total plan assets at end of year2013-01-31$1,939,854
Total plan assets at beginning of year2013-01-31$1,777,680
Value of fidelity bond covering the plan2013-01-31$250,000
Total contributions received or receivable from participants2013-01-31$69,900
Other income received2013-01-31$42,305
Net income (gross income less expenses)2013-01-31$162,174
Net plan assets at end of year (total assets less liabilities)2013-01-31$1,939,854
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$1,777,680
Total contributions received or receivable from employer(s)2013-01-31$69,969
2012 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2012 401k financial data
Total income from all sources2012-01-31$147,147
Total plan assets at end of year2012-01-31$1,777,680
Total plan assets at beginning of year2012-01-31$1,630,533
Value of fidelity bond covering the plan2012-01-31$250,000
Total contributions received or receivable from participants2012-01-31$66,500
Other income received2012-01-31$-22,146
Net income (gross income less expenses)2012-01-31$147,147
Net plan assets at end of year (total assets less liabilities)2012-01-31$1,777,680
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$1,630,533
Total contributions received or receivable from employer(s)2012-01-31$102,793
Funding deficiency by the employer to the plan for this plan year2012-01-31$0
Minimum employer required contribution for this plan year2012-01-31$102,793
Amount contributed by the employer to the plan for this plan year2012-01-31$102,793
2011 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 401k financial data
Total income from all sources2011-01-31$414,538
Total plan assets at end of year2011-01-31$1,630,533
Total plan assets at beginning of year2011-01-31$1,215,995
Value of fidelity bond covering the plan2011-01-31$250,000
Total contributions received or receivable from participants2011-01-31$62,570
Other income received2011-01-31$236,901
Net income (gross income less expenses)2011-01-31$414,538
Net plan assets at end of year (total assets less liabilities)2011-01-31$1,630,533
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$1,215,995
Total contributions received or receivable from employer(s)2011-01-31$115,067
Funding deficiency by the employer to the plan for this plan year2011-01-31$0
Minimum employer required contribution for this plan year2011-01-31$115,067
Amount contributed by the employer to the plan for this plan year2011-01-31$115,067

Form 5500 Responses for SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN

2023: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2014: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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