401k Plan data: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN
Plan identification number	002

SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SURGICAL ASSOCIATES OF MARQUETTE PC has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL ASSOCIATES OF MARQUETTE PC

Employer identification number (EIN): 381958183

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

Additional information about SURGICAL ASSOCIATES OF MARQUETTE PC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 173542

More information about SURGICAL ASSOCIATES OF MARQUETTE PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 KATHERINE PETRIN 2022-10-14
002 2020-01-01 KATHERINE PETRIN 2021-07-19
002 2019-01-01 KATHERINE PETRIN 2020-07-28
002 2018-01-01 JOSEPH JAMESON 2019-10-14
002 2017-01-01 JOSEPH JAMESON 2018-06-01
002 2016-01-01 JOSEPH JAMESON 2017-05-02 JOSEPH JAMESON 2017-05-02
002 2015-01-01 RYAN EDWARDS 2016-04-22 RYAN EDWARDS 2016-04-22
002 2014-01-01 RYAN EDWARDS 2015-07-28 RYAN EDWARDS 2015-07-28
002 2013-01-01 RYAN EDWARDS 2014-07-29 RYAN EDWARDS 2014-07-29
002 2012-01-01 RYAN EDWARDS 2013-10-10 RYAN EDWARDS 2013-10-10
002 2011-01-01 RYAN EDWARDS RYAN EDWARDS 2012-05-17
002 2010-01-01 RYAN EDWARDS RYAN EDWARDS 2011-05-23
002 2009-01-01 RYAN EDWARDS RYAN EDWARDS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	KATHERINE PETRIN	2022-10-14
002	2020-01-01	KATHERINE PETRIN	2021-07-19
002	2019-01-01	KATHERINE PETRIN	2020-07-28
002	2018-01-01	JOSEPH JAMESON	2019-10-14
002	2017-01-01	JOSEPH JAMESON	2018-06-01
002	2016-01-01	JOSEPH JAMESON	2017-05-02	JOSEPH JAMESON	2017-05-02
002	2015-01-01	RYAN EDWARDS	2016-04-22	RYAN EDWARDS	2016-04-22
002	2014-01-01	RYAN EDWARDS	2015-07-28	RYAN EDWARDS	2015-07-28
002	2013-01-01	RYAN EDWARDS	2014-07-29	RYAN EDWARDS	2014-07-29
002	2012-01-01	RYAN EDWARDS	2013-10-10	RYAN EDWARDS	2013-10-10
002	2011-01-01	RYAN EDWARDS		RYAN EDWARDS	2012-05-17
002	2010-01-01	RYAN EDWARDS		RYAN EDWARDS	2011-05-23
002	2009-01-01	RYAN EDWARDS		RYAN EDWARDS	2010-10-14

Plan Statistics for SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

Measure Date Value
2011: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
2010: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Total of all active and inactive participants 2010-01-01 19
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 19
2009: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18

Measure	Date	Value
2011: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
2010: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Total of all active and inactive participants	2010-01-01	19
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	19
2009: SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18

Financial Data on SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2011 : SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$311,601
Expenses. Total of all expenses incurred	2011-12-31	$133,042
Benefits paid (including direct rollovers)	2011-12-31	$108,176
Total plan assets at end of year	2011-12-31	$4,278,667
Total plan assets at beginning of year	2011-12-31	$4,100,108
Expenses. Other expenses not covered elsewhere	2011-12-31	$24,866
Other income received	2011-12-31	$-11,881
Net income (gross income less expenses)	2011-12-31	$178,559
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,278,667
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,100,108
Total contributions received or receivable from employer(s)	2011-12-31	$323,482
2010 : SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$605,713
Expenses. Total of all expenses incurred	2010-12-31	$24,087
Benefits paid (including direct rollovers)	2010-12-31	$1,817
Total plan assets at end of year	2010-12-31	$4,100,108
Total plan assets at beginning of year	2010-12-31	$3,518,482
Expenses. Other expenses not covered elsewhere	2010-12-31	$22,270
Other income received	2010-12-31	$266,846
Net income (gross income less expenses)	2010-12-31	$581,626
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,100,108
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,518,482
Total contributions received or receivable from employer(s)	2010-12-31	$338,867

Form 5500 Responses for SURGICAL ASSOCIATES OF MARQUETTE, P.C. PROFIT SHARING PLAN

2011: SURGICAL ASSOCIATES OF MARQUETTE, P.C. 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 OF MARQUETTE, P.C. 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 OF MARQUETTE, P.C. 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 OF MARQUETTE PC
Employer identification number (EIN):	381958183
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	173542