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BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 401k Plan overview

Plan NameBAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T
Plan identification number 002

BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Life insurance

401k Sponsoring company profile

BAY AREA SURGICAL SPECIALISTS, INC., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BAY AREA SURGICAL SPECIALISTS, INC., A MEDICAL CORPORATION
Employer identification number (EIN):562605608
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01INEZ WONDEH2024-10-08 INEZ WONDEH2024-10-08
0022022-01-01INEZ WONDEH2023-10-12 INEZ WONDEH2023-10-12
0022021-01-01INEZ WONDEH2022-10-13 INEZ WONDEH2022-10-13
0022020-01-01INEZ WONDEH2021-10-12
0022019-01-01INEZ WONDEH2020-10-11
0022019-01-01INEZ WONDEH2021-06-01
0022018-01-01INEZ WONDEH2019-10-13
0022017-01-01
0022016-01-01INEZ WONDEH2017-10-16
0022015-01-01INEZ WONDEH2016-10-13 INEZ WONDEH2016-10-13
0022014-01-01DAVID PITTMAN2015-10-06 DAVID PITTMAN2015-10-06
0022013-01-01DAVID PITTMAN2014-10-02

Plan Statistics for BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T

401k plan membership statisitcs for BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T

Measure Date Value
2023: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2023 401k membership
Total participants, beginning-of-year2023-01-01637
Total number of active participants reported on line 7a of the Form 55002023-01-01382
Number of retired or separated participants receiving benefits2023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-01240
Total of all active and inactive participants2023-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0171
2022: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2022 401k membership
Market value of plan assets2022-12-3121,276,861
Acturial value of plan assets2022-12-3121,276,861
Funding target for retired participants and beneficiaries receiving payment2022-12-319,993
Number of terminated vested participants2022-12-31227
Fundng target for terminated vested participants2022-12-31304,201
Active participant vested funding target2022-12-3112,589,096
Number of active participants2022-12-31405
Total funding liabilities for active participants2022-12-3112,892,082
Total participant count2022-12-31633
Total funding target for all participants2022-12-3113,206,276
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31273,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31288,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,574,608
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01633
Total number of active participants reported on line 7a of the Form 55002022-01-01376
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0170
2021: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2021 401k membership
Market value of plan assets2021-12-3119,433,979
Acturial value of plan assets2021-12-3119,433,979
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-31234
Fundng target for terminated vested participants2021-12-31250,774
Active participant vested funding target2021-12-3111,845,083
Number of active participants2021-12-31392
Total funding liabilities for active participants2021-12-3112,204,426
Total participant count2021-12-31626
Total funding target for all participants2021-12-3112,455,200
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31537,339
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31568,182
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31273,263
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,637,281
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31273,263
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01625
Total number of active participants reported on line 7a of the Form 55002021-01-01355
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01226
Total of all active and inactive participants2021-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0163
2020: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2020 401k membership
Market value of plan assets2020-12-3117,951,100
Acturial value of plan assets2020-12-3117,951,100
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-31168
Fundng target for terminated vested participants2020-12-31145,771
Active participant vested funding target2020-12-319,496,518
Number of active participants2020-12-31361
Total funding liabilities for active participants2020-12-319,865,999
Total participant count2020-12-31529
Total funding target for all participants2020-12-3110,011,770
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31654,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31693,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31546,500
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31537,339
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,486,055
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31537,339
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01529
Total number of active participants reported on line 7a of the Form 55002020-01-01329
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01234
Total of all active and inactive participants2020-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0184
2019: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2019 401k membership
Market value of plan assets2019-12-3115,339,118
Acturial value of plan assets2019-12-3115,339,118
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-31106
Fundng target for terminated vested participants2019-12-3184,019
Active participant vested funding target2019-12-317,121,625
Number of active participants2019-12-31304
Total funding liabilities for active participants2019-12-317,491,591
Total participant count2019-12-31410
Total funding target for all participants2019-12-317,575,610
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314,904,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,205,658
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31684,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31654,364
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,291,839
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31654,364
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01261
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01168
Total of all active and inactive participants2019-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0170
2018: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2018 401k membership
Market value of plan assets2018-12-3110,585,804
Acturial value of plan assets2018-12-3110,585,804
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3159
Fundng target for terminated vested participants2018-12-3132,890
Active participant vested funding target2018-12-315,286,017
Number of active participants2018-12-31283
Total funding liabilities for active participants2018-12-317,127,838
Total participant count2018-12-31342
Total funding target for all participants2018-12-317,160,728
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,264,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,408,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,326,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,904,520
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,595,439
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,904,520
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01342
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0166
2017: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2017 401k membership
Market value of plan assets2017-12-317,571,843
Acturial value of plan assets2017-12-317,571,843
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-3113,253
Active participant vested funding target2017-12-312,837,192
Number of active participants2017-12-31216
Total funding liabilities for active participants2017-12-314,975,719
Total participant count2017-12-31234
Total funding target for all participants2017-12-314,988,972
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,275,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,423,618
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-312,420,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,264,854
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,233,969
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-312,264,854
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01206
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2016 401k membership
Market value of plan assets2016-12-315,313,407
Acturial value of plan assets2016-12-315,296,138
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-3110,861
Active participant vested funding target2016-12-312,056,612
Number of active participants2016-12-31108
Total funding liabilities for active participants2016-12-313,477,023
Total participant count2016-12-31125
Total funding target for all participants2016-12-313,487,884
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,606,623
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,781,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,298,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,275,484
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,076,561
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,275,484
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T

Measure Date Value
2023 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,671,012
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$453,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$47,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$20,511,893
Value of total assets at beginning of year2023-12-31$19,294,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$405,756
Total interest from all sources2023-12-31$392,390
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,546,735
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$4,385,292
Administrative expenses (other) incurred2023-12-31$252,316
Total non interest bearing cash at end of year2023-12-31$11,573
Total non interest bearing cash at beginning of year2023-12-31$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,217,543
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,511,893
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,294,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$87,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,073,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,051,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$535,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$382,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$382,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$392,390
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,278,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$47,713
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$1,344,229
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$1,464,040
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ARMAMINO LLP
Accountancy firm EIN2023-12-31946214841
2022 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,341,411
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$652,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$379,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$19,294,350
Value of total assets at beginning of year2022-12-31$21,288,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$272,839
Total interest from all sources2022-12-31$480,797
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,385,292
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,149,336
Administrative expenses (other) incurred2022-12-31$272,839
Total non interest bearing cash at end of year2022-12-31$11,476
Total non interest bearing cash at beginning of year2022-12-31$14,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,993,836
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,294,350
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,288,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,051,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,340,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$382,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$418,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$418,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$480,797
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$307,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,822,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$72,570
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,464,040
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,066,637
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMAMINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,695,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$841,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$695,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$300,000
Value of total assets at end of year2021-12-31$21,288,186
Value of total assets at beginning of year2021-12-31$19,433,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$145,285
Total interest from all sources2021-12-31$470,986
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,149,336
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,397,449
Administrative expenses (other) incurred2021-12-31$145,285
Total non interest bearing cash at end of year2021-12-31$14,031
Total non interest bearing cash at beginning of year2021-12-31$10,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,854,207
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,288,186
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,433,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,340,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,018,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$418,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$333,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$333,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$470,986
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$643,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,924,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$300,000
Employer contributions (assets) at end of year2021-12-31$300,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$51,979
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$903,640
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,066,637
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,770,309
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMAMINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,257,171
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$774,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$643,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$546,500
Value of total assets at end of year2020-12-31$19,433,979
Value of total assets at beginning of year2020-12-31$17,951,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,780
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,397,449
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,611,041
Administrative expenses (other) incurred2020-12-31$130,780
Total non interest bearing cash at end of year2020-12-31$10,573
Total non interest bearing cash at beginning of year2020-12-31$7,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,482,634
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,433,979
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,951,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,018,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,005,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$333,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$144,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$144,000
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$643,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,710,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$546,500
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$78,000
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$903,640
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,153,582
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,770,309
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,951,682
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,221,378
Total income from all sources (including contributions)2019-12-31$3,221,378
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$745,239
Total of all expenses incurred2019-12-31$745,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$657,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$657,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$684,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$684,000
Value of total assets at end of year2019-12-31$17,951,345
Value of total assets at end of year2019-12-31$17,951,345
Value of total assets at beginning of year2019-12-31$15,475,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,494
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,611,041
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,611,041
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,791,706
Administrative expenses (other) incurred2019-12-31$87,494
Administrative expenses (other) incurred2019-12-31$87,494
Total non interest bearing cash at end of year2019-12-31$7,632
Total non interest bearing cash at beginning of year2019-12-31$6,335
Total non interest bearing cash at beginning of year2019-12-31$6,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,476,139
Value of net income/loss2019-12-31$2,476,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,951,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,951,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,475,206
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,475,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,005,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,005,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,652,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$144,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$243,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$243,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$243,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$243,221
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$657,745
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$657,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,537,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,537,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$684,000
Contributions received in cash from employer2019-12-31$684,000
Employer contributions (assets) at end of year2019-12-31$78,000
Employer contributions (assets) at beginning of year2019-12-31$4,194,000
Employer contributions (assets) at beginning of year2019-12-31$4,194,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,153,582
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,153,582
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$482,929
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,951,682
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,951,682
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,104,274
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
Accountancy firm EIN2019-12-31946214841
2018 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,580,455
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$721,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$657,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,326,000
Value of total assets at end of year2018-12-31$15,475,206
Value of total assets at beginning of year2018-12-31$10,615,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,304
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,791,706
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,111,653
Administrative expenses (other) incurred2018-12-31$63,304
Total non interest bearing cash at end of year2018-12-31$6,335
Total non interest bearing cash at beginning of year2018-12-31$1,029,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,859,406
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,475,206
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,615,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,652,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,085,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$243,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172,827
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$657,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$254,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,326,000
Employer contributions (assets) at end of year2018-12-31$4,194,000
Employer contributions (assets) at beginning of year2018-12-31$1,420,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$482,929
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$576,460
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,104,274
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$220,024
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,701,428
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$697,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$657,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,420,000
Value of total assets at end of year2017-12-31$10,615,800
Value of total assets at beginning of year2017-12-31$7,611,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,290
Total interest from all sources2017-12-31$1,281,428
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,111,653
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$535,301
Administrative expenses (other) incurred2017-12-31$39,290
Total non interest bearing cash at end of year2017-12-31$1,029,225
Total non interest bearing cash at beginning of year2017-12-31$36,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,004,393
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,615,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,611,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,085,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,939,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$180,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$180,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,281,428
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$657,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,420,000
Employer contributions (assets) at end of year2017-12-31$1,420,000
Employer contributions (assets) at beginning of year2017-12-31$1,314,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$576,460
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$424,702
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$220,024
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$180,908
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841

Form 5500 Responses for BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T

2023: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK862010000
Policy instance 1
Insurance contract or identification numberK862010000
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberN338010000
Policy instance 1
Insurance contract or identification numberN338010000
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $66,058
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $30,702
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK862010000
Policy instance 1
Insurance contract or identification numberK862010000
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,480
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,480
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,689
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,689
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,689
Insurance broker organization code?3
Insurance broker nameHINKLE INSURANCE SERVICES

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