SURGICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Additional information about SURGICAL ASSOCIATES, P.C.
Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES, P.C. PENSION PLAN
401k plan membership statisitcs for SURGICAL ASSOCIATES, P.C. PENSION PLAN
| Measure | Date | Value |
|---|
| 2017: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 2 |
| Total of all active and inactive participants | 2017-08-01 | 2 |
| Total participants | 2017-08-01 | 2 |
| Number of participants with account balances | 2017-08-01 | 2 |
| 2016: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 3 |
| Total of all active and inactive participants | 2016-08-01 | 3 |
| Total participants | 2016-08-01 | 3 |
| Number of participants with account balances | 2016-08-01 | 3 |
| 2015: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 4 |
| Total of all active and inactive participants | 2015-08-01 | 4 |
| Total participants | 2015-08-01 | 4 |
| Number of participants with account balances | 2015-08-01 | 4 |
| 2014: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 15 |
| Total of all active and inactive participants | 2014-08-01 | 15 |
| Total participants | 2014-08-01 | 15 |
| 2013: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 9 |
| Total of all active and inactive participants | 2013-08-01 | 15 |
| Total participants | 2013-08-01 | 15 |
| 2012: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 8 |
| Total of all active and inactive participants | 2012-08-01 | 15 |
| Total participants | 2012-08-01 | 15 |
| 2011: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 9 |
| Total of all active and inactive participants | 2011-08-01 | 17 |
| Total participants | 2011-08-01 | 17 |
| 2009: SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 10 |
| Total of all active and inactive participants | 2009-08-01 | 17 |
| Total participants | 2009-08-01 | 17 |
| Measure | Date | Value |
|---|
| 2018 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $7,239 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $633 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $473 |
| Total plan assets at end of year | 2018-07-31 | $53,675 |
| Total plan assets at beginning of year | 2018-07-31 | $47,069 |
| Value of fidelity bond covering the plan | 2018-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $160 |
| Other income received | 2018-07-31 | $7,239 |
| Net income (gross income less expenses) | 2018-07-31 | $6,606 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $53,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $47,069 |
| Funding deficiency by the employer to the plan for this plan year | 2018-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-07-31 | $0 |
| 2017 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $5,222 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $145,180 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $144,958 |
| Total plan assets at end of year | 2017-07-31 | $47,069 |
| Total plan assets at beginning of year | 2017-07-31 | $187,027 |
| Value of fidelity bond covering the plan | 2017-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2017-07-31 | $222 |
| Other income received | 2017-07-31 | $5,222 |
| Net income (gross income less expenses) | 2017-07-31 | $-139,958 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $47,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $187,027 |
| 2016 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $-73,093 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $3,470,780 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $3,469,446 |
| Total plan assets at end of year | 2016-07-31 | $187,027 |
| Total plan assets at beginning of year | 2016-07-31 | $3,730,900 |
| Value of fidelity bond covering the plan | 2016-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2016-07-31 | $1,334 |
| Other income received | 2016-07-31 | $-73,093 |
| Net income (gross income less expenses) | 2016-07-31 | $-3,543,873 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $187,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,730,900 |
| Funding deficiency by the employer to the plan for this plan year | 2016-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-07-31 | $0 |
| 2015 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $196,702 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $73,490 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $41,954 |
| Total plan assets at end of year | 2015-07-31 | $3,730,900 |
| Total plan assets at beginning of year | 2015-07-31 | $3,607,688 |
| Value of fidelity bond covering the plan | 2015-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2015-07-31 | $31,536 |
| Other income received | 2015-07-31 | $196,702 |
| Net income (gross income less expenses) | 2015-07-31 | $123,212 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,730,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $3,607,688 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-07-31 | $0 |
| 2014 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $395,429 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $52,700 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $0 |
| Total plan assets at end of year | 2014-07-31 | $3,607,688 |
| Total plan assets at beginning of year | 2014-07-31 | $3,264,959 |
| Value of fidelity bond covering the plan | 2014-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2014-07-31 | $52,700 |
| Other income received | 2014-07-31 | $355,952 |
| Net income (gross income less expenses) | 2014-07-31 | $342,729 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $3,607,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $3,264,959 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $39,477 |
| Funding deficiency by the employer to the plan for this plan year | 2014-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-07-31 | $39,477 |
| Amount contributed by the employer to the plan for this plan year | 2014-07-31 | $39,477 |
| 2013 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $437,671 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $734,552 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $693,914 |
| Total plan assets at end of year | 2013-07-31 | $3,264,959 |
| Total plan assets at beginning of year | 2013-07-31 | $3,561,840 |
| Value of fidelity bond covering the plan | 2013-07-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2013-07-31 | $40,638 |
| Other income received | 2013-07-31 | $394,862 |
| Net income (gross income less expenses) | 2013-07-31 | $-296,881 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $3,264,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $3,561,840 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $42,809 |
| Funding deficiency by the employer to the plan for this plan year | 2013-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-07-31 | $42,809 |
| Amount contributed by the employer to the plan for this plan year | 2013-07-31 | $42,809 |
| 2012 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $120,393 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $34,281 |
| Total plan assets at end of year | 2012-07-31 | $3,561,840 |
| Total plan assets at beginning of year | 2012-07-31 | $3,475,728 |
| Value of fidelity bond covering the plan | 2012-07-31 | $400,000 |
| Other income received | 2012-07-31 | $73,229 |
| Net income (gross income less expenses) | 2012-07-31 | $86,112 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $3,561,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $3,475,728 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $96,365 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $47,164 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $34,281 |
| Funding deficiency by the employer to the plan for this plan year | 2012-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-07-31 | $47,161 |
| Amount contributed by the employer to the plan for this plan year | 2012-07-31 | $47,161 |
| 2011 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $473,086 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $88,100 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $53,862 |
| Total plan assets at end of year | 2011-07-31 | $3,475,728 |
| Total plan assets at beginning of year | 2011-07-31 | $3,090,742 |
| Value of fidelity bond covering the plan | 2011-07-31 | $350,000 |
| Other income received | 2011-07-31 | $417,569 |
| Net income (gross income less expenses) | 2011-07-31 | $384,986 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $3,475,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $3,090,742 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $51,390 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $55,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $34,238 |
| Funding deficiency by the employer to the plan for this plan year | 2011-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-07-31 | $55,517 |
| Amount contributed by the employer to the plan for this plan year | 2011-07-31 | $55,517 |
| 2010 : SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-07-31 | $47,904 |
| Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $47,904 |
