401k Plan data: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A plan

PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 401k Plan overview

Plan Name	PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A
Plan identification number	001

PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

TRIAD SURGICAL ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: TRIAD SURGICAL ASSOCIATES, PA

Employer identification number (EIN): 560956256

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 S PAT STUART
001 2011-01-01 PETER E PARKER
001 2009-01-01 PETER E PARKER

Plan Statistics for PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A

401k plan membership statisitcs for PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A

Measure Date Value
2015: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 13
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
2013: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 13
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
2012: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
2011: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 13
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
2009: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 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 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	13
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
2013: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	13
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
2012: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
2011: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	13
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
2009: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 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	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A

Measure	Date	Value
2015 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2015 401k financial data
Total income from all sources	2015-12-31	$-4,359
Expenses. Total of all expenses incurred	2015-12-31	$135,636
Benefits paid (including direct rollovers)	2015-12-31	$112,913
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$139,995
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-4,359
Net income (gross income less expenses)	2015-12-31	$-139,995
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$139,995
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,723
2014 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2014 401k financial data
Total income from all sources	2014-12-31	$149,798
Expenses. Total of all expenses incurred	2014-12-31	$1,941,572
Benefits paid (including direct rollovers)	2014-12-31	$1,918,305
Total plan assets at end of year	2014-12-31	$139,995
Total plan assets at beginning of year	2014-12-31	$1,931,769
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Other income received	2014-12-31	$149,798
Net income (gross income less expenses)	2014-12-31	$-1,791,774
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$139,995
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,931,769
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23,267
2013 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2013 401k financial data
Total income from all sources	2013-12-31	$351,127
Expenses. Total of all expenses incurred	2013-12-31	$586,909
Benefits paid (including direct rollovers)	2013-12-31	$584,423
Total plan assets at end of year	2013-12-31	$1,931,769
Total plan assets at beginning of year	2013-12-31	$2,167,551
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$36,227
Other income received	2013-12-31	$296,539
Net income (gross income less expenses)	2013-12-31	$-235,782
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,931,769
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,167,551
Assets. Value of participant loans	2013-12-31	$50,055
Total contributions received or receivable from employer(s)	2013-12-31	$18,361
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,486
2012 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2012 401k financial data
Total income from all sources	2012-12-31	$235,971
Expenses. Total of all expenses incurred	2012-12-31	$115,103
Benefits paid (including direct rollovers)	2012-12-31	$115,005
Total plan assets at end of year	2012-12-31	$2,167,551
Total plan assets at beginning of year	2012-12-31	$2,046,683
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$37,230
Other income received	2012-12-31	$130,627
Net income (gross income less expenses)	2012-12-31	$120,868
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,167,551
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,046,683
Assets. Value of participant loans	2012-12-31	$79,355
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$214,636
Total contributions received or receivable from employer(s)	2012-12-31	$68,114
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$98
2011 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2011 401k financial data
Total income from all sources	2011-12-31	$101,660
Expenses. Total of all expenses incurred	2011-12-31	$35,030
Benefits paid (including direct rollovers)	2011-12-31	$35,000
Total plan assets at end of year	2011-12-31	$2,046,683
Total plan assets at beginning of year	2011-12-31	$1,980,053
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$47,150
Other income received	2011-12-31	$-19,929
Net income (gross income less expenses)	2011-12-31	$66,630
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,046,683
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,980,053
Assets. Value of participant loans	2011-12-31	$67,170
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$249,579
Total contributions received or receivable from employer(s)	2011-12-31	$74,439
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$30
2010 : PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$42,364
Total income from all sources	2010-12-31	$280,987
Expenses. Total of all expenses incurred	2010-12-31	$1,474,767
Benefits paid (including direct rollovers)	2010-12-31	$1,466,912
Total plan assets at end of year	2010-12-31	$1,980,053
Total plan assets at beginning of year	2010-12-31	$3,216,197
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$46,980
Other income received	2010-12-31	$154,054
Net income (gross income less expenses)	2010-12-31	$-1,193,780
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,980,053
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,173,833
Assets. Value of participant loans	2010-12-31	$82,646
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$278,443
Total contributions received or receivable from employer(s)	2010-12-31	$79,953
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,855

Form 5500 Responses for PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A

2015: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 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: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING RETIREMENT SAVINGS PLAN OF TRIAD SURGICAL ASSOCIATES P A 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P3799540027

Policy instance

Insurance contract or identification number	P3799540027
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $35
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	35
Insurance broker organization code?	1
Insurance broker name	SUNAMERICA ANNUITY AND LIFE CO

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P3799540027

Policy instance

Insurance contract or identification number	P3799540027
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $30
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P3799540027

Policy instance

Insurance contract or identification number	P3799540027
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $35
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	35
Additional information about fees paid to insurance broker	ADMINISTRATION FEE
Insurance broker organization code?	1
Insurance broker name	THOMAS C LANGLEY/MATTHEW THEIL

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TRIAD SURGICAL ASSOCIATES, PA
Employer identification number (EIN):	560956256
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)