WAVERLEY SURGERY CENTER, L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AFFILIATED SURGERY CENTERS RETIREMENT PLAN
Measure | Date | Value |
---|
2013 : AFFILIATED SURGERY CENTERS RETIREMENT PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,317,188 |
Total of all expenses incurred | 2013-12-31 | $505,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $408,838 |
Value of total corrective distributions | 2013-12-31 | $82,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,812,395 |
Value of total assets at end of year | 2013-12-31 | $20,813,208 |
Value of total assets at beginning of year | 2013-12-31 | $14,001,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,800 |
Total interest from all sources | 2013-12-31 | $30,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $408,319 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,523,534 |
Participant contributions at end of year | 2013-12-31 | $570,925 |
Participant contributions at beginning of year | 2013-12-31 | $581,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,555,848 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,811,540 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,813,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,001,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $19,498,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,785,567 |
Interest on participant loans | 2013-12-31 | $30,710 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $13,609 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $13,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,065,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $733,013 |
Employer contributions (assets) at end of year | 2013-12-31 | $744,188 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $620,759 |
Income. Dividends from common stock | 2013-12-31 | $408,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $408,838 |
Contract administrator fees | 2013-12-31 | $14,800 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2013-12-31 | 942702860 |
2012 : AFFILIATED SURGERY CENTERS RETIREMENT PLAN 2012 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $13,535 |
Total income from all sources (including contributions) | 2012-12-31 | $3,366,541 |
Total of all expenses incurred | 2012-12-31 | $339,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $313,447 |
Value of total corrective distributions | 2012-12-31 | $10,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,978,967 |
Value of total assets at end of year | 2012-12-31 | $14,001,668 |
Value of total assets at beginning of year | 2012-12-31 | $10,987,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,335 |
Total interest from all sources | 2012-12-31 | $25,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $286,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $286,496 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,200,599 |
Participant contributions at end of year | 2012-12-31 | $581,733 |
Participant contributions at beginning of year | 2012-12-31 | $410,688 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $157,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,027,341 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,001,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,974,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,785,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,048,888 |
Interest on participant loans | 2012-12-31 | $25,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $13,609 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $13,535 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $13,535 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,076,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $620,759 |
Employer contributions (assets) at end of year | 2012-12-31 | $620,759 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $514,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $313,447 |
Contract administrator fees | 2012-12-31 | $15,335 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $13,535 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2012-12-31 | 942702860 |
2011 : AFFILIATED SURGERY CENTERS RETIREMENT PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,535 |
Total income from all sources (including contributions) | 2011-12-31 | $1,526,464 |
Total of all expenses incurred | 2011-12-31 | $672,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $657,187 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,583,131 |
Value of total assets at end of year | 2011-12-31 | $10,987,862 |
Value of total assets at beginning of year | 2011-12-31 | $10,120,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,641 |
Total interest from all sources | 2011-12-31 | $22,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $224,274 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $224,274 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $996,046 |
Participant contributions at end of year | 2011-12-31 | $410,688 |
Participant contributions at beginning of year | 2011-12-31 | $423,646 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $72,334 |
Other income not declared elsewhere | 2011-12-31 | $-420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $853,636 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,974,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,120,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,048,888 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,521,203 |
Interest on participant loans | 2011-12-31 | $22,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $13,535 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $666,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $666,279 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-302,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $514,751 |
Employer contributions (assets) at end of year | 2011-12-31 | $514,751 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $509,563 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $657,187 |
Contract administrator fees | 2011-12-31 | $15,641 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $13,535 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2011-12-31 | 942702860 |
2010 : AFFILIATED SURGERY CENTERS RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $2,691,870 |
Total of all expenses incurred | 2010-12-31 | $773,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $756,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,589,925 |
Value of total assets at end of year | 2010-12-31 | $10,120,691 |
Value of total assets at beginning of year | 2010-12-31 | $8,202,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,495 |
Total interest from all sources | 2010-12-31 | $19,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $191,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $191,136 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,016,242 |
Participant contributions at end of year | 2010-12-31 | $423,646 |
Participant contributions at beginning of year | 2010-12-31 | $253,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $64,120 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,918,228 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,120,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,202,463 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,521,203 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,622,769 |
Interest on participant loans | 2010-12-31 | $19,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $666,279 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $774,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $774,114 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $891,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $509,563 |
Employer contributions (assets) at end of year | 2010-12-31 | $509,563 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $552,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $756,147 |
Contract administrator fees | 2010-12-31 | $17,495 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | JOHANSON & YAU ACCOUNTANCY CORP |
Accountancy firm EIN | 2010-12-31 | 942702860 |