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| Plan Name | SURGICAL ASSOCIATES MSO, LLC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | SURGICAL ASSOCIATES MSO, LLC |
| Employer identification number (EIN): | 870743682 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SURGICAL ASSOCIATES MSO, LLC
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | |
| Company Identification Number: | 200509210186 |
More information about SURGICAL ASSOCIATES MSO, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | THOMAS VELKY JR. | 2013-10-08 | THOMAS VELKY JR. | 2013-10-08 |
| 002 | 2011-01-01 | THOMAS VELKY | THOMAS VELKY | 2012-10-12 | |
| 002 | 2009-01-01 | DAVID CLOYD | DAVID CLOYD | 2010-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2011: SURGICAL ASSOCIATES MSO, LLC CASH BALANCE PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 18 |
| 2009: SURGICAL ASSOCIATES MSO, LLC CASH BALANCE PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : SURGICAL ASSOCIATES MSO, LLC CASH BALANCE PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $252,455 |
| Total plan assets at end of year | 2011-12-31 | $1,185,200 |
| Total plan assets at beginning of year | 2011-12-31 | $932,745 |
| Other income received | 2011-12-31 | $16,134 |
| Net income (gross income less expenses) | 2011-12-31 | $252,455 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,185,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $932,745 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $236,321 |
| 2010 : SURGICAL ASSOCIATES MSO, LLC CASH BALANCE PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $232,308 |
| Total plan assets at end of year | 2010-12-31 | $932,745 |
| Total plan assets at beginning of year | 2010-12-31 | $700,437 |
| Other income received | 2010-12-31 | $403 |
| Net income (gross income less expenses) | 2010-12-31 | $232,308 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $932,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $700,437 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $231,905 |
| 2011: SURGICAL ASSOCIATES MSO, LLC CASH BALANCE 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 |
| 2009: SURGICAL ASSOCIATES MSO, LLC CASH BALANCE 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 |
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