SURGICAL ASSOCIATES OF SEWICKLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2023: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 4 |
Total of all active and inactive participants | 2023-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 5 |
Number of participants with account balances | 2023-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2014: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-02-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 0 |
Total of all active and inactive participants | 2014-02-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
Total participants | 2014-02-01 | 12 |
Number of participants with account balances | 2014-02-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
2013: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-02-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 0 |
Total of all active and inactive participants | 2013-02-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
Total participants | 2013-02-01 | 11 |
Number of participants with account balances | 2013-02-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
2012: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-02-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 0 |
Total of all active and inactive participants | 2012-02-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
Total participants | 2012-02-01 | 11 |
Number of participants with account balances | 2012-02-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
2011: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-02-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 0 |
Total of all active and inactive participants | 2011-02-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
Total participants | 2011-02-01 | 9 |
Number of participants with account balances | 2011-02-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
2009: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-02-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
Total of all active and inactive participants | 2009-02-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
Total participants | 2009-02-01 | 8 |
Number of participants with account balances | 2009-02-01 | 8 |
Measure | Date | Value |
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2023 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 401k financial data |
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Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,592,942 |
Expenses. Total of all expenses incurred | 2023-12-31 | $113,704 |
Benefits paid (including direct rollovers) | 2023-12-31 | $90,218 |
Total plan assets at end of year | 2023-12-31 | $4,515,206 |
Total plan assets at beginning of year | 2023-12-31 | $3,035,968 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Other income received | 2023-12-31 | $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 |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-783,982 |
Expenses. Total of all expenses incurred | 2022-12-31 | $55,503 |
Benefits paid (including direct rollovers) | 2022-12-31 | $26,317 |
Total plan assets at end of year | 2022-12-31 | $3,035,968 |
Total plan assets at beginning of year | 2022-12-31 | $3,875,453 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $11,270 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $557,500 |
Expenses. Total of all expenses incurred | 2021-12-31 | $509,647 |
Benefits paid (including direct rollovers) | 2021-12-31 | $466,720 |
Total plan assets at end of year | 2021-12-31 | $3,875,453 |
Total plan assets at beginning of year | 2021-12-31 | $3,827,600 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $16,315 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $30,131 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $42,927 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2015 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2015 401k financial data |
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Total income from all sources | 2015-01-31 | $243,527 |
Expenses. Total of all expenses incurred | 2015-01-31 | $3,130 |
Benefits paid (including direct rollovers) | 2015-01-31 | $3,130 |
Total plan assets at end of year | 2015-01-31 | $2,550,453 |
Total plan assets at beginning of year | 2015-01-31 | $2,310,056 |
Value of fidelity bond covering the plan | 2015-01-31 | $250,000 |
Total contributions received or receivable from participants | 2015-01-31 | $77,400 |
Other income received | 2015-01-31 | $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 |
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Total income from all sources | 2014-01-31 | $372,122 |
Expenses. Total of all expenses incurred | 2014-01-31 | $1,920 |
Benefits paid (including direct rollovers) | 2014-01-31 | $1,920 |
Total plan assets at end of year | 2014-01-31 | $2,310,056 |
Total plan assets at beginning of year | 2014-01-31 | $1,939,854 |
Value of fidelity bond covering the plan | 2014-01-31 | $250,000 |
Total contributions received or receivable from participants | 2014-01-31 | $71,700 |
Other income received | 2014-01-31 | $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 |
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Total income from all sources | 2013-01-31 | $182,174 |
Expenses. Total of all expenses incurred | 2013-01-31 | $20,000 |
Benefits paid (including direct rollovers) | 2013-01-31 | $20,000 |
Total plan assets at end of year | 2013-01-31 | $1,939,854 |
Total plan assets at beginning of year | 2013-01-31 | $1,777,680 |
Value of fidelity bond covering the plan | 2013-01-31 | $250,000 |
Total contributions received or receivable from participants | 2013-01-31 | $69,900 |
Other income received | 2013-01-31 | $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 |
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Total income from all sources | 2012-01-31 | $147,147 |
Total plan assets at end of year | 2012-01-31 | $1,777,680 |
Total plan assets at beginning of year | 2012-01-31 | $1,630,533 |
Value of fidelity bond covering the plan | 2012-01-31 | $250,000 |
Total contributions received or receivable from participants | 2012-01-31 | $66,500 |
Other income received | 2012-01-31 | $-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 year | 2012-01-31 | $0 |
Minimum employer required contribution for this plan year | 2012-01-31 | $102,793 |
Amount contributed by the employer to the plan for this plan year | 2012-01-31 | $102,793 |
2011 : SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 401k financial data |
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Total income from all sources | 2011-01-31 | $414,538 |
Total plan assets at end of year | 2011-01-31 | $1,630,533 |
Total plan assets at beginning of year | 2011-01-31 | $1,215,995 |
Value of fidelity bond covering the plan | 2011-01-31 | $250,000 |
Total contributions received or receivable from participants | 2011-01-31 | $62,570 |
Other income received | 2011-01-31 | $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 year | 2011-01-31 | $0 |
Minimum employer required contribution for this plan year | 2011-01-31 | $115,067 |
Amount contributed by the employer to the plan for this plan year | 2011-01-31 | $115,067 |
2023: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2014 form 5500 responses |
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2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Plan funding arrangement – Trust | Yes |
2014-02-01 | Plan benefit arrangement - Trust | Yes |
2013: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2013 form 5500 responses |
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2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Plan funding arrangement – Trust | Yes |
2013-02-01 | Plan benefit arrangement - Trust | Yes |
2012: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2012 form 5500 responses |
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2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | Plan funding arrangement – Trust | Yes |
2012-02-01 | Plan benefit arrangement - Trust | Yes |
2011: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2011 form 5500 responses |
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2011-02-01 | Type of plan entity | Single employer plan |
2011-02-01 | Submission has been amended | Yes |
2011-02-01 | Plan funding arrangement – Trust | Yes |
2011-02-01 | Plan benefit arrangement - Trust | Yes |
2009: SURGICAL ASSOCIATES OF SEWICKLEY LTD AMENDED & RESTATED P/S PLAN 2009 form 5500 responses |
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2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | Plan funding arrangement – Trust | Yes |
2009-02-01 | Plan benefit arrangement - Trust | Yes |