401k Plan data: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN plan

NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 401k Plan overview

Plan Name	NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN
Plan identification number	001

NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEUROSURGICAL ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: NEUROSURGICAL ASSOCIATES, LLC

Employer identification number (EIN): 870639983

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHARLES RICH, M.D. 2024-05-01
001 2022-01-01 CHARLES RICH, M.D. 2023-05-10
001 2021-01-01 CHARLES RICH, M.D. 2022-10-05
001 2020-01-01 CHARLES RICH, M.D. 2021-04-06
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 RICHARD TIPPETS 2017-06-16 RICHARD TIPPETS 2017-06-16
001 2015-01-01 RICHARD TIPPETS 2016-07-12 RICHARD TIPPETS 2016-07-12
001 2014-01-01 RICHARD TIPPETS 2015-07-13 RICHARD TIPPETS 2015-07-13
001 2013-01-01 RICHARD TIPPETS 2014-07-21 RICHARD TIPPETS 2014-07-21
001 2012-01-01 RICHARD TIPPETS 2013-07-09 RICHARD TIPPETS 2013-07-09
001 2011-01-01 RICHARD TIPPETS 2012-06-05 RICHARD TIPPETS 2012-06-05
001 2010-01-01 RICHARD TIPPETS 2011-04-11 RICHARD TIPPETS 2011-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHARLES RICH, M.D.	2024-05-01
001	2022-01-01	CHARLES RICH, M.D.	2023-05-10
001	2021-01-01	CHARLES RICH, M.D.	2022-10-05
001	2020-01-01	CHARLES RICH, M.D.	2021-04-06
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	RICHARD TIPPETS	2017-06-16	RICHARD TIPPETS	2017-06-16
001	2015-01-01	RICHARD TIPPETS	2016-07-12	RICHARD TIPPETS	2016-07-12
001	2014-01-01	RICHARD TIPPETS	2015-07-13	RICHARD TIPPETS	2015-07-13
001	2013-01-01	RICHARD TIPPETS	2014-07-21	RICHARD TIPPETS	2014-07-21
001	2012-01-01	RICHARD TIPPETS	2013-07-09	RICHARD TIPPETS	2013-07-09
001	2011-01-01	RICHARD TIPPETS	2012-06-05	RICHARD TIPPETS	2012-06-05
001	2010-01-01	RICHARD TIPPETS	2011-04-11	RICHARD TIPPETS	2011-04-11

Plan Statistics for NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN

401k plan membership statisitcs for NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN

Measure Date Value
2023: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 27
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 8
Total of all active and inactive participants 2023-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 35
Number of participants with account balances 2023-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 28
Number of participants with account balances 2021-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 27
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	27
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	8
Total of all active and inactive participants	2023-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	35
Number of participants with account balances	2023-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	28
Number of participants with account balances	2021-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	27
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN

Measure	Date	Value
2023 : NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,180,966
Expenses. Total of all expenses incurred	2023-12-31	$1,272,817
Benefits paid (including direct rollovers)	2023-12-31	$1,229,042
Total plan assets at end of year	2023-12-31	$12,335,873
Total plan assets at beginning of year	2023-12-31	$11,427,724
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$292,093
Other income received	2023-12-31	$1,488,420
Net income (gross income less expenses)	2023-12-31	$908,149
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$12,335,873
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,427,724
Assets. Value of participant loans	2023-12-31	$34,558
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$205,403
Total contributions received or receivable from employer(s)	2023-12-31	$400,453
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$43,775
2022 : NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,223,061
Expenses. Total of all expenses incurred	2022-12-31	$46,049
Benefits paid (including direct rollovers)	2022-12-31	$4,081
Total plan assets at end of year	2022-12-31	$11,427,724
Total plan assets at beginning of year	2022-12-31	$12,696,834
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$232,371
Other income received	2022-12-31	$-1,798,633
Net income (gross income less expenses)	2022-12-31	$-1,269,110
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,427,724
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,696,834
Assets. Value of participant loans	2022-12-31	$21,894
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$208,001
Total contributions received or receivable from employer(s)	2022-12-31	$343,201
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$41,968
2021 : NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,624,497
Expenses. Total of all expenses incurred	2021-12-31	$40,911
Total plan assets at end of year	2021-12-31	$12,696,834
Total plan assets at beginning of year	2021-12-31	$11,113,248
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$182,158
Other income received	2021-12-31	$1,154,905
Noncash contributions received	2021-12-31	$17,230
Net income (gross income less expenses)	2021-12-31	$1,583,586
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,696,834
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,113,248
Assets. Value of participant loans	2021-12-31	$21,829
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$251,235
Total contributions received or receivable from employer(s)	2021-12-31	$270,204
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$40,911
2020 : NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,507,261
Expenses. Total of all expenses incurred	2020-12-31	$1,009,467
Benefits paid (including direct rollovers)	2020-12-31	$982,621
Total plan assets at end of year	2020-12-31	$11,113,248
Total plan assets at beginning of year	2020-12-31	$10,615,454
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$173,207
Other income received	2020-12-31	$1,071,357
Net income (gross income less expenses)	2020-12-31	$497,794
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,113,248
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,615,454
Assets. Value of participant loans	2020-12-31	$32,158
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$91,329
Total contributions received or receivable from employer(s)	2020-12-31	$262,697
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN

2023: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEUROSURGICAL ASSOCIATES, L.L.C. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	NEUROSURGICAL ASSOCIATES, LLC
Employer identification number (EIN):	870639983
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)