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BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 004

BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:BEVERLY SURGICAL ASSOCIATES, INC.
Employer identification number (EIN):042473298
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01
0042016-01-01CAROL NARANJO CAROL NARANJO2017-06-22
0042015-01-01CAROL NARANJO CAROL NARANJO2016-05-20
0042014-01-01GEORGE KACOYANIS GEORGE KACOYANIS2015-06-02
0042013-01-01GEORGE KACOYANIS GEORGE KACOYANIS2014-06-30
0042012-01-01GEORGE KACOYANIS GEORGE KACOYANIS2014-06-30
0042011-01-01GEORGE KACOYANIS GEORGE KACOYANIS2012-04-19
0042010-01-01GEORGE KACOYANIS GEORGE KACOYANIS2011-06-16
0042009-01-01GEORGE KACOYANIS GEORGE KACOYANIS2010-07-22

Plan Statistics for BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
2015: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0119
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
2011: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0123
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0124
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0124
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-10-31$0
Total income from all sources2017-10-31$503,141
Expenses. Total of all expenses incurred2017-10-31$3,211,140
Benefits paid (including direct rollovers)2017-10-31$3,211,053
Total plan assets at end of year2017-10-31$0
Total plan assets at beginning of year2017-10-31$2,707,999
Total contributions received or receivable from participants2017-10-31$42,024
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$461,117
Net income (gross income less expenses)2017-10-31$-2,707,999
Net plan assets at end of year (total assets less liabilities)2017-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$2,707,999
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$87
2016 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$276,794
Expenses. Total of all expenses incurred2016-12-31$995,323
Benefits paid (including direct rollovers)2016-12-31$995,210
Total plan assets at end of year2016-12-31$2,707,999
Total plan assets at beginning of year2016-12-31$3,426,528
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$60,788
Other income received2016-12-31$186,621
Net income (gross income less expenses)2016-12-31$-718,529
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,707,999
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,426,528
Assets. Value of participant loans2016-12-31$34,094
Total contributions received or receivable from employer(s)2016-12-31$29,385
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$113
2015 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$126,440
Expenses. Total of all expenses incurred2015-12-31$284,296
Benefits paid (including direct rollovers)2015-12-31$284,196
Total plan assets at end of year2015-12-31$3,426,528
Total plan assets at beginning of year2015-12-31$3,584,384
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$54,788
Other income received2015-12-31$53,926
Net income (gross income less expenses)2015-12-31$-157,856
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,426,528
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,584,384
Assets. Value of participant loans2015-12-31$92,610
Total contributions received or receivable from employer(s)2015-12-31$17,726
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$100
2014 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$386,683
Expenses. Total of all expenses incurred2014-12-31$751,514
Benefits paid (including direct rollovers)2014-12-31$751,451
Total plan assets at end of year2014-12-31$3,584,384
Total plan assets at beginning of year2014-12-31$3,949,215
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$62,569
Contributions received from other sources (not participants or employers)2014-12-31$69,222
Other income received2014-12-31$226,246
Net income (gross income less expenses)2014-12-31$-364,831
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,584,384
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,949,215
Assets. Value of participant loans2014-12-31$17,609
Total contributions received or receivable from employer(s)2014-12-31$28,646
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$63
2013 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$899,059
Expenses. Total of all expenses incurred2013-12-31$566,773
Benefits paid (including direct rollovers)2013-12-31$566,773
Total plan assets at end of year2013-12-31$3,949,215
Total plan assets at beginning of year2013-12-31$3,616,929
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$65,852
Other income received2013-12-31$800,373
Net income (gross income less expenses)2013-12-31$332,286
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,949,215
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,616,929
Assets. Value of participant loans2013-12-31$10,045
Total contributions received or receivable from employer(s)2013-12-31$32,834
2012 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$707,138
Expenses. Total of all expenses incurred2012-12-31$649,953
Benefits paid (including direct rollovers)2012-12-31$649,953
Total plan assets at end of year2012-12-31$3,616,460
Total plan assets at beginning of year2012-12-31$3,559,275
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$68,666
Other income received2012-12-31$500,807
Net income (gross income less expenses)2012-12-31$57,185
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,616,460
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,559,275
Assets. Value of participant loans2012-12-31$97,589
Total contributions received or receivable from employer(s)2012-12-31$137,665
2011 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$32,885
Expenses. Total of all expenses incurred2011-12-31$525,779
Benefits paid (including direct rollovers)2011-12-31$525,779
Total plan assets at end of year2011-12-31$3,559,275
Total plan assets at beginning of year2011-12-31$4,052,169
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$59,155
Contributions received from other sources (not participants or employers)2011-12-31$2,102
Other income received2011-12-31$-67,372
Net income (gross income less expenses)2011-12-31$-492,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,559,275
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,052,169
Assets. Value of participant loans2011-12-31$85,681
Total contributions received or receivable from employer(s)2011-12-31$39,000
2010 : BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$710,368
Expenses. Total of all expenses incurred2010-12-31$2,416,282
Benefits paid (including direct rollovers)2010-12-31$2,416,282
Total plan assets at end of year2010-12-31$4,052,169
Total plan assets at beginning of year2010-12-31$5,758,083
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$67,917
Other income received2010-12-31$600,251
Net income (gross income less expenses)2010-12-31$-1,705,914
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,052,169
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,758,083
Assets. Value of participant loans2010-12-31$93,462
Total contributions received or receivable from employer(s)2010-12-31$42,200

Form 5500 Responses for BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2017: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEVERLY SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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