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| Plan Name | SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SURGICAL ASSOC OF NORTH ALABAMA, PC |
| Employer identification number (EIN): | 630588504 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-09-01 | LYNN BUCKNER | 2024-06-10 | ||
| 001 | 2021-09-01 | LYNN BUCKNER | 2023-06-12 | ||
| 001 | 2020-09-01 | LYNN BUCKNER | 2022-03-10 | ||
| 001 | 2019-09-01 | ||||
| 001 | 2018-09-01 | ROBERT WALKER | 2020-01-10 | ||
| 001 | 2017-09-01 | ROBERT WALKER | 2018-10-02 | ||
| 001 | 2016-09-01 | ROBERT WALKER | 2017-09-26 | ||
| 001 | 2015-09-01 | ROBERT WALKER | 2017-06-09 | ||
| 001 | 2014-09-01 | ROBERT WALKER | 2016-02-25 | ||
| 001 | 2013-09-01 | ROBERT WALKER | 2015-02-11 | ||
| 001 | 2012-09-01 | ROBERT WALKER | 2014-02-12 | ||
| 001 | 2011-09-01 | ROBERT WALKER | 2013-06-07 | ||
| 001 | 2010-09-01 | ROBERT WALKER | |||
| 001 | 2009-09-01 | ROBERT WALKER |
| Measure | Date | Value |
|---|---|---|
| 2010: SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-09-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 16 |
| Number of retired or separated participants receiving benefits | 2010-09-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 7 |
| Total of all active and inactive participants | 2010-09-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 0 |
| Total participants | 2010-09-01 | 24 |
| Number of participants with account balances | 2010-09-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 1 |
| 2009: SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-09-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-09-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 5 |
| Total of all active and inactive participants | 2009-09-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
| Total participants | 2009-09-01 | 24 |
| Number of participants with account balances | 2009-09-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2011 : SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-08-31 | $1,045,746 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $224,677 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $224,677 |
| Total plan assets at end of year | 2011-08-31 | $9,562,592 |
| Total plan assets at beginning of year | 2011-08-31 | $8,741,523 |
| Value of fidelity bond covering the plan | 2011-08-31 | $500,000 |
| Other income received | 2011-08-31 | $799,919 |
| Net income (gross income less expenses) | 2011-08-31 | $821,069 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $9,562,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $8,741,523 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $245,827 |
| 2010: SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Submission has been amended | No |
| 2010-09-01 | This submission is the final filing | No |
| 2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-09-01 | Plan is a collectively bargained plan | No |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan funding arrangement – Trust | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SURGICAL ASSOCIATES OF NORTH ALABAMA, PC PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | P3833 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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