401k Plan data: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN
Plan identification number	001

SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: SURGICAL ASSOCIATES, PC

Employer identification number (EIN): 581244775

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 T. KENT MCBRIDE 2024-03-27
001 2022-01-01 T. KENT MCBRIDE 2023-08-22
001 2021-01-01 T. KENT MCBRIDE 2022-06-06
001 2020-01-01 T. KENT MCBRIDE 2021-07-28
001 2019-01-01 T. KENT MCBRIDE 2020-08-27
001 2018-01-01 T. KENT MCBRIDE 2019-10-09
001 2017-01-01
001 2016-01-01 T. KENT MCBRIDE
001 2015-01-01 T. KENT MCBRIDE
001 2014-01-01 LISA S. CROSS
001 2013-01-01 T. KENT MCBRIDE
001 2012-01-01 T. KENT MCBRIDE
001 2011-01-01 T. KENT MCBRIDE
001 2010-01-01 T. KENT MCBRIDE
001 2009-01-01 T. KENT MCBRIDE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	T. KENT MCBRIDE	2024-03-27
001	2022-01-01	T. KENT MCBRIDE	2023-08-22
001	2021-01-01	T. KENT MCBRIDE	2022-06-06
001	2020-01-01	T. KENT MCBRIDE	2021-07-28
001	2019-01-01	T. KENT MCBRIDE	2020-08-27
001	2018-01-01	T. KENT MCBRIDE	2019-10-09
001	2017-01-01
001	2016-01-01	T. KENT MCBRIDE
001	2015-01-01	T. KENT MCBRIDE
001	2014-01-01	LISA S. CROSS
001	2013-01-01	T. KENT MCBRIDE
001	2012-01-01	T. KENT MCBRIDE
001	2011-01-01	T. KENT MCBRIDE
001	2010-01-01	T. KENT MCBRIDE
001	2009-01-01	T. KENT MCBRIDE

Plan Statistics for SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2017: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 26
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Total of all active and inactive participants 2012-01-01 22
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Total of all active and inactive participants 2011-01-01 23
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
Total of all active and inactive participants 2010-01-01 22
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Total of all active and inactive participants 2009-01-01 24
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	26
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Total of all active and inactive participants	2012-01-01	22
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Total of all active and inactive participants	2011-01-01	23
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
Total of all active and inactive participants	2010-01-01	22
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Total of all active and inactive participants	2009-01-01	24
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2017 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$5,096
Total plan liabilities at beginning of year	2017-12-31	$5,096
Total income from all sources	2017-12-31	$216,475
Expenses. Total of all expenses incurred	2017-12-31	$136
Total plan assets at end of year	2017-12-31	$1,471,367
Total plan assets at beginning of year	2017-12-31	$1,255,028
Value of fidelity bond covering the plan	2017-12-31	$135,000
Total contributions received or receivable from participants	2017-12-31	$46,722
Expenses. Other expenses not covered elsewhere	2017-12-31	$100
Other income received	2017-12-31	$142,975
Net income (gross income less expenses)	2017-12-31	$216,339
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,466,271
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,249,932
Assets. Value of participant loans	2017-12-31	$1,449
Total contributions received or receivable from employer(s)	2017-12-31	$26,778
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$36
2016 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$5,096
Total income from all sources	2016-12-31	$113,757
Expenses. Total of all expenses incurred	2016-12-31	$139,969
Benefits paid (including direct rollovers)	2016-12-31	$139,739
Total plan assets at end of year	2016-12-31	$1,255,028
Total plan assets at beginning of year	2016-12-31	$1,276,144
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$37,769
Expenses. Other expenses not covered elsewhere	2016-12-31	$184
Other income received	2016-12-31	$52,205
Net income (gross income less expenses)	2016-12-31	$-26,212
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,249,932
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,276,144
Assets. Value of participant loans	2016-12-31	$1,869
Total contributions received or receivable from employer(s)	2016-12-31	$23,783
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$46
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$78,849
Expenses. Total of all expenses incurred	2015-12-31	$2,790,449
Benefits paid (including direct rollovers)	2015-12-31	$2,788,637
Total plan assets at end of year	2015-12-31	$1,276,144
Total plan assets at beginning of year	2015-12-31	$3,987,744
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$53,989
Expenses. Other expenses not covered elsewhere	2015-12-31	$74
Other income received	2015-12-31	$-16,698
Net income (gross income less expenses)	2015-12-31	$-2,711,600
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,276,144
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,987,744
Assets. Value of participant loans	2015-12-31	$6,993
Total contributions received or receivable from employer(s)	2015-12-31	$41,558
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$2,897
Total income from all sources	2014-12-31	$267,786
Expenses. Total of all expenses incurred	2014-12-31	$39,213
Benefits paid (including direct rollovers)	2014-12-31	$28,756
Total plan assets at end of year	2014-12-31	$3,987,744
Total plan assets at beginning of year	2014-12-31	$3,762,068
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$60,282
Contributions received from other sources (not participants or employers)	2014-12-31	$33,296
Other income received	2014-12-31	$130,562
Net income (gross income less expenses)	2014-12-31	$228,573
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,987,744
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,759,171
Assets. Value of participant loans	2014-12-31	$12,720
Total contributions received or receivable from employer(s)	2014-12-31	$43,646
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,457
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,897
Total income from all sources	2013-12-31	$537,377
Expenses. Total of all expenses incurred	2013-12-31	$107,334
Benefits paid (including direct rollovers)	2013-12-31	$97,860
Total plan assets at end of year	2013-12-31	$3,762,068
Total plan assets at beginning of year	2013-12-31	$3,329,128
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$74,891
Expenses. Other expenses not covered elsewhere	2013-12-31	$602
Other income received	2013-12-31	$406,933
Net income (gross income less expenses)	2013-12-31	$430,043
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,759,171
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,329,128
Assets. Value of participant loans	2013-12-31	$20,048
Total contributions received or receivable from employer(s)	2013-12-31	$55,553
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$290
Total income from all sources	2012-12-31	$659,211
Expenses. Total of all expenses incurred	2012-12-31	$1,406,299
Benefits paid (including direct rollovers)	2012-12-31	$1,396,998
Total plan assets at end of year	2012-12-31	$3,329,418
Total plan assets at beginning of year	2012-12-31	$4,076,216
Value of fidelity bond covering the plan	2012-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,301
Other income received	2012-12-31	$342,175
Net income (gross income less expenses)	2012-12-31	$-747,088
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,329,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,076,216
Assets. Value of participant loans	2012-12-31	$3,179
Total contributions received or receivable from employer(s)	2012-12-31	$317,036
2011 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$324,840
Expenses. Total of all expenses incurred	2011-12-31	$48,757
Benefits paid (including direct rollovers)	2011-12-31	$37,365
Total plan assets at end of year	2011-12-31	$4,076,216
Total plan assets at beginning of year	2011-12-31	$3,800,133
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$8,809
Other income received	2011-12-31	$-9,180
Net income (gross income less expenses)	2011-12-31	$276,083
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,076,216
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,800,133
Assets. Value of participant loans	2011-12-31	$5,989
Total contributions received or receivable from employer(s)	2011-12-31	$325,211
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,392
2010 : SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$3,065
Total income from all sources	2010-12-31	$585,311
Expenses. Total of all expenses incurred	2010-12-31	$65,356
Benefits paid (including direct rollovers)	2010-12-31	$50,166
Total plan assets at end of year	2010-12-31	$3,800,133
Total plan assets at beginning of year	2010-12-31	$3,283,243
Value of fidelity bond covering the plan	2010-12-31	$350,000
Other income received	2010-12-31	$263,391
Net income (gross income less expenses)	2010-12-31	$519,955
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,800,133
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,280,178
Assets. Value of participant loans	2010-12-31	$12,060
Total contributions received or receivable from employer(s)	2010-12-31	$321,920
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,190

Form 5500 Responses for SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN

2017: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SURGICAL ASSOCIATES PC 401(K) EMPLOYEE PROFIT SHARING PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109046

Policy instance

Insurance contract or identification number	109046
Number of Individuals Covered	26
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,731
Total amount of fees paid to insurance company	USD $725
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,731
Insurance broker organization code?	4
Amount paid for insurance broker fees	725
Additional information about fees paid to insurance broker	TPA FEES & COMPENSATION
Insurance broker name	R. BRUCE TANNER & ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109046

Policy instance

Insurance contract or identification number	109046
Number of Individuals Covered	24
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,221
Total amount of fees paid to insurance company	USD $74
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,221
Insurance broker organization code?	4
Amount paid for insurance broker fees	74
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	R. BRUCE TANNER & ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109046

Policy instance

Insurance contract or identification number	109046
Number of Individuals Covered	20
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,940
Total amount of fees paid to insurance company	USD $45
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,940
Insurance broker organization code?	4
Amount paid for insurance broker fees	45
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	R. BRUCE TANNER & ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109046

Policy instance

Insurance contract or identification number	109046
Number of Individuals Covered	21
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,463
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	6678
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	R. BRUCE TANNER & ASSOCIATES, INC.

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Company Name:	SURGICAL ASSOCIATES, PC
Employer identification number (EIN):	581244775
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)