401k Plan data: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN plan

OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN
Plan identification number	001

OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

OKLAHOMA SURGICAL GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA SURGICAL GROUP, PLLC

Employer identification number (EIN): 453123088

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY HORNER 2024-07-08
001 2022-01-01 SHIRLEY HORNER 2023-09-28
001 2021-01-01 ANN HARTER 2022-05-11 ANN HARTER 2022-05-11
001 2021-01-01 TIMOTHY VAVRICKA 2023-10-06
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MINDY STEVENSON MINDY STEVENSON 2018-06-26
001 2016-01-01 MINDY STEVENSON MINDY STEVENSON 2017-10-04
001 2015-01-01 MINDY STEVENSON MINDY STEVENSON 2016-08-31
001 2014-01-01 MINDY STEVENSON MINDY STEVENSON 2015-08-14
001 2013-01-01 MINDY STEVENSON MINDY STEVENSON 2014-07-21
001 2012-06-01 MINDY STEVENSON MINDY STEVENSON 2013-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY HORNER	2024-07-08
001	2022-01-01	SHIRLEY HORNER	2023-09-28
001	2021-01-01	ANN HARTER	2022-05-11	ANN HARTER	2022-05-11
001	2021-01-01	TIMOTHY VAVRICKA	2023-10-06
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MINDY STEVENSON		MINDY STEVENSON	2018-06-26
001	2016-01-01	MINDY STEVENSON		MINDY STEVENSON	2017-10-04
001	2015-01-01	MINDY STEVENSON		MINDY STEVENSON	2016-08-31
001	2014-01-01	MINDY STEVENSON		MINDY STEVENSON	2015-08-14
001	2013-01-01	MINDY STEVENSON		MINDY STEVENSON	2014-07-21
001	2012-06-01	MINDY STEVENSON		MINDY STEVENSON	2013-05-22

Plan Statistics for OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

Measure Date Value
2020: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 39
Number of participants with account balances 2019-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 33
Number of retired or separated participants receiving benefits 2012-06-01 1
Number of other retired or separated participants entitled to future benefits 2012-06-01 5
Total of all active and inactive participants 2012-06-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 39
Number of participants with account balances 2012-06-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 5

Measure	Date	Value
2020: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	39
Number of participants with account balances	2019-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	33
Number of retired or separated participants receiving benefits	2012-06-01	1
Number of other retired or separated participants entitled to future benefits	2012-06-01	5
Total of all active and inactive participants	2012-06-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	39
Number of participants with account balances	2012-06-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	5

Financial Data on OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2020 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,683,455
Expenses. Total of all expenses incurred	2020-12-31	$82,098
Benefits paid (including direct rollovers)	2020-12-31	$82,098
Total plan assets at end of year	2020-12-31	$7,283,581
Total plan assets at beginning of year	2020-12-31	$5,682,224
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$144,078
Other income received	2020-12-31	$1,301,447
Net income (gross income less expenses)	2020-12-31	$1,601,357
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,283,581
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,682,224
Assets. Value of participant loans	2020-12-31	$52,953
Total contributions received or receivable from employer(s)	2020-12-31	$237,930
Value of certain deemed distributions of participant loans	2020-12-31	$0
2019 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-135
Total income from all sources	2019-12-31	$1,477,581
Expenses. Total of all expenses incurred	2019-12-31	$78,471
Benefits paid (including direct rollovers)	2019-12-31	$72,579
Total plan assets at end of year	2019-12-31	$5,682,224
Total plan assets at beginning of year	2019-12-31	$4,283,249
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$171,937
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,892
Other income received	2019-12-31	$1,029,528
Net income (gross income less expenses)	2019-12-31	$1,399,110
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,682,224
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,283,249
Assets. Value of participant loans	2019-12-31	$46,569
Total contributions received or receivable from employer(s)	2019-12-31	$276,116
2018 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$197,762
Expenses. Total of all expenses incurred	2018-12-31	$190,595
Benefits paid (including direct rollovers)	2018-12-31	$185,888
Total plan assets at end of year	2018-12-31	$4,283,249
Total plan assets at beginning of year	2018-12-31	$4,276,082
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$177,094
Other income received	2018-12-31	$-257,281
Net income (gross income less expenses)	2018-12-31	$7,167
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,283,249
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,276,082
Assets. Value of participant loans	2018-12-31	$33,169
Total contributions received or receivable from employer(s)	2018-12-31	$277,949
Value of corrective distributions	2018-12-31	$4,482
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,080,307
Expenses. Total of all expenses incurred	2017-12-31	$17,780
Benefits paid (including direct rollovers)	2017-12-31	$17,780
Total plan assets at end of year	2017-12-31	$4,276,082
Total plan assets at beginning of year	2017-12-31	$3,213,555
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$198,252
Other income received	2017-12-31	$638,411
Net income (gross income less expenses)	2017-12-31	$1,062,527
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,276,082
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,213,555
Assets. Value of participant loans	2017-12-31	$38,546
Total contributions received or receivable from employer(s)	2017-12-31	$243,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$619,557
Expenses. Total of all expenses incurred	2016-12-31	$199,444
Benefits paid (including direct rollovers)	2016-12-31	$190,932
Total plan assets at end of year	2016-12-31	$3,213,555
Total plan assets at beginning of year	2016-12-31	$2,793,442
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$182,842
Other income received	2016-12-31	$203,005
Net income (gross income less expenses)	2016-12-31	$420,113
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,213,555
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,793,442
Assets. Value of participant loans	2016-12-31	$98,092
Total contributions received or receivable from employer(s)	2016-12-31	$233,710
Value of certain deemed distributions of participant loans	2016-12-31	$8,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$471,356
Expenses. Total of all expenses incurred	2015-12-31	$217,423
Benefits paid (including direct rollovers)	2015-12-31	$217,423
Total plan assets at end of year	2015-12-31	$2,793,442
Total plan assets at beginning of year	2015-12-31	$2,539,509
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$183,996
Contributions received from other sources (not participants or employers)	2015-12-31	$13,367
Net income (gross income less expenses)	2015-12-31	$253,933
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,793,442
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,539,509
Assets. Value of participant loans	2015-12-31	$63,827
Total contributions received or receivable from employer(s)	2015-12-31	$273,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$623,654
Expenses. Total of all expenses incurred	2014-12-31	$609,064
Benefits paid (including direct rollovers)	2014-12-31	$605,944
Total plan assets at end of year	2014-12-31	$2,539,509
Total plan assets at beginning of year	2014-12-31	$2,524,919
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$203,430
Other income received	2014-12-31	$141,347
Net income (gross income less expenses)	2014-12-31	$14,590
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,539,509
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,524,919
Assets. Value of participant loans	2014-12-31	$74,590
Total contributions received or receivable from employer(s)	2014-12-31	$278,877
Value of certain deemed distributions of participant loans	2014-12-31	$3,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$990,723
Expenses. Total of all expenses incurred	2013-12-31	$76,742
Benefits paid (including direct rollovers)	2013-12-31	$72,110
Total plan assets at end of year	2013-12-31	$2,524,919
Total plan assets at beginning of year	2013-12-31	$1,610,938
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$237,554
Contributions received from other sources (not participants or employers)	2013-12-31	$70,498
Other income received	2013-12-31	$346,337
Net income (gross income less expenses)	2013-12-31	$913,981
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,524,919
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,610,938
Assets. Value of participant loans	2013-12-31	$56,081
Total contributions received or receivable from employer(s)	2013-12-31	$336,334
Value of certain deemed distributions of participant loans	2013-12-31	$4,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,630,317
Expenses. Total of all expenses incurred	2012-12-31	$19,379
Benefits paid (including direct rollovers)	2012-12-31	$19,379
Total plan assets at end of year	2012-12-31	$1,610,938
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$175,044
Contributions received from other sources (not participants or employers)	2012-12-31	$1,206,719
Other income received	2012-12-31	$62,450
Net income (gross income less expenses)	2012-12-31	$1,610,938
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,610,938
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$30,150
Total contributions received or receivable from employer(s)	2012-12-31	$186,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

2020: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OKLAHOMA SURGICAL GROUP, PLLC
Employer identification number (EIN):	453123088
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)