401k Plan data: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN plan

LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: LEXINGTON SURGICAL ASSOCIATES, INC.

Employer identification number (EIN): 233040538

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MONICA KLATT 2024-01-22
001 2021-07-01 MONICA KLATT 2023-01-26
001 2020-07-01 MONICA KLATT 2022-01-27
001 2019-07-01 MONICA KLATT 2021-01-19
001 2018-07-01 MARIO WILFONG 2020-01-23
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01 MARIO WILFONG
001 2013-07-01 BETSY KREUZ
001 2012-07-01 BETSY KREUZ
001 2011-07-01 CHARLES R ZORGER
001 2009-07-01 SIMON LAMPARD MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	MONICA KLATT	2024-01-22
001	2021-07-01	MONICA KLATT	2023-01-26
001	2020-07-01	MONICA KLATT	2022-01-27
001	2019-07-01	MONICA KLATT	2021-01-19
001	2018-07-01	MARIO WILFONG	2020-01-23
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01	MARIO WILFONG
001	2013-07-01	BETSY KREUZ
001	2012-07-01	BETSY KREUZ
001	2011-07-01	CHARLES R ZORGER
001	2009-07-01	SIMON LAMPARD MD

Plan Statistics for LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 19
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 4
Total of all active and inactive participants 2022-07-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 23
Number of participants with account balances 2022-07-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 19
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 5
Total of all active and inactive participants 2021-07-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 24
Number of participants with account balances 2021-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 22
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 4
Total of all active and inactive participants 2020-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 26
Number of participants with account balances 2020-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 24
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 4
Total of all active and inactive participants 2019-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 28
Number of participants with account balances 2019-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 24
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 4
Total of all active and inactive participants 2018-07-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 29
Number of participants with account balances 2018-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 25
Number of retired or separated participants receiving benefits 2017-07-01 2
Number of other retired or separated participants entitled to future benefits 2017-07-01 6
Total of all active and inactive participants 2017-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 33
Number of participants with account balances 2017-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 2
2016: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 40
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 31
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 37
Number of participants with account balances 2016-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 34
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 5
Total of all active and inactive participants 2015-07-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 40
Number of participants with account balances 2015-07-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 38
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 8
Total of all active and inactive participants 2014-07-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 47
Number of participants with account balances 2014-07-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 37
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 43
Number of participants with account balances 2013-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4
2012: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 32
Number of retired or separated participants receiving benefits 2012-07-01 3
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 38
Number of participants with account balances 2012-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 27
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 28
Number of participants with account balances 2011-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 10
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 12
Number of participants with account balances 2009-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	19
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	4
Total of all active and inactive participants	2022-07-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	23
Number of participants with account balances	2022-07-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	19
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	5
Total of all active and inactive participants	2021-07-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	24
Number of participants with account balances	2021-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	22
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	4
Total of all active and inactive participants	2020-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	26
Number of participants with account balances	2020-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	24
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	4
Total of all active and inactive participants	2019-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	28
Number of participants with account balances	2019-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	24
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	4
Total of all active and inactive participants	2018-07-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	29
Number of participants with account balances	2018-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	25
Number of retired or separated participants receiving benefits	2017-07-01	2
Number of other retired or separated participants entitled to future benefits	2017-07-01	6
Total of all active and inactive participants	2017-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	33
Number of participants with account balances	2017-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	2
2016: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	40
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	31
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	37
Number of participants with account balances	2016-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	34
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	5
Total of all active and inactive participants	2015-07-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	40
Number of participants with account balances	2015-07-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	38
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	8
Total of all active and inactive participants	2014-07-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	47
Number of participants with account balances	2014-07-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	37
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	43
Number of participants with account balances	2013-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4
2012: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	32
Number of retired or separated participants receiving benefits	2012-07-01	3
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	38
Number of participants with account balances	2012-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	27
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	28
Number of participants with account balances	2011-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	10
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	12
Number of participants with account balances	2009-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$390,143
Expenses. Total of all expenses incurred	2023-06-30	$686
Benefits paid (including direct rollovers)	2023-06-30	$686
Total plan assets at end of year	2023-06-30	$3,278,611
Total plan assets at beginning of year	2023-06-30	$2,889,154
Value of fidelity bond covering the plan	2023-06-30	$500,000
Other income received	2023-06-30	$390,143
Net income (gross income less expenses)	2023-06-30	$389,457
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$3,278,611
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$2,889,154
2022 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$-776,087
Expenses. Total of all expenses incurred	2022-06-30	$87,577
Benefits paid (including direct rollovers)	2022-06-30	$87,577
Total plan assets at end of year	2022-06-30	$2,889,154
Total plan assets at beginning of year	2022-06-30	$3,752,818
Value of fidelity bond covering the plan	2022-06-30	$500,000
Other income received	2022-06-30	$-776,087
Net income (gross income less expenses)	2022-06-30	$-863,664
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$2,889,154
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,752,818
2021 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$909,542
Expenses. Total of all expenses incurred	2021-06-30	$15,303
Benefits paid (including direct rollovers)	2021-06-30	$15,303
Total plan assets at end of year	2021-06-30	$3,752,818
Total plan assets at beginning of year	2021-06-30	$2,858,579
Value of fidelity bond covering the plan	2021-06-30	$500,000
Other income received	2021-06-30	$909,542
Net income (gross income less expenses)	2021-06-30	$894,239
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,752,818
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,858,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$55,027
Expenses. Total of all expenses incurred	2020-06-30	$611
Benefits paid (including direct rollovers)	2020-06-30	$611
Total plan assets at end of year	2020-06-30	$2,858,579
Total plan assets at beginning of year	2020-06-30	$2,804,163
Value of fidelity bond covering the plan	2020-06-30	$500,000
Other income received	2020-06-30	$55,027
Net income (gross income less expenses)	2020-06-30	$54,416
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,858,579
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$2,804,163
2019 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$100,465
Expenses. Total of all expenses incurred	2019-06-30	$257,660
Benefits paid (including direct rollovers)	2019-06-30	$257,660
Total plan assets at end of year	2019-06-30	$2,804,163
Total plan assets at beginning of year	2019-06-30	$2,961,358
Value of fidelity bond covering the plan	2019-06-30	$500,000
Other income received	2019-06-30	$100,465
Net income (gross income less expenses)	2019-06-30	$-157,195
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$2,804,163
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$2,961,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$207,293
Expenses. Total of all expenses incurred	2018-06-30	$221,742
Benefits paid (including direct rollovers)	2018-06-30	$221,742
Total plan assets at end of year	2018-06-30	$2,961,358
Total plan assets at beginning of year	2018-06-30	$2,975,807
Value of fidelity bond covering the plan	2018-06-30	$500,000
Other income received	2018-06-30	$207,293
Net income (gross income less expenses)	2018-06-30	$-14,449
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$2,961,358
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$2,975,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$341,438
Expenses. Total of all expenses incurred	2017-06-30	$27,247
Benefits paid (including direct rollovers)	2017-06-30	$27,247
Total plan assets at end of year	2017-06-30	$2,975,807
Total plan assets at beginning of year	2017-06-30	$2,661,616
Value of fidelity bond covering the plan	2017-06-30	$500,000
Other income received	2017-06-30	$341,438
Net income (gross income less expenses)	2017-06-30	$314,191
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$2,975,807
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,661,616
2016 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$-50,785
Expenses. Total of all expenses incurred	2016-06-30	$79,983
Benefits paid (including direct rollovers)	2016-06-30	$79,983
Total plan assets at end of year	2016-06-30	$2,661,616
Total plan assets at beginning of year	2016-06-30	$2,792,384
Value of fidelity bond covering the plan	2016-06-30	$500,000
Other income received	2016-06-30	$-50,785
Net income (gross income less expenses)	2016-06-30	$-130,768
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,661,616
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,792,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$238,448
Expenses. Total of all expenses incurred	2015-06-30	$30,843
Benefits paid (including direct rollovers)	2015-06-30	$30,843
Total plan assets at end of year	2015-06-30	$2,792,384
Total plan assets at beginning of year	2015-06-30	$2,584,779
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$56,702
Contributions received from other sources (not participants or employers)	2015-06-30	$3,836
Other income received	2015-06-30	$13,149
Net income (gross income less expenses)	2015-06-30	$207,605
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,792,384
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,584,779
Total contributions received or receivable from employer(s)	2015-06-30	$164,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$1,014,036
Expenses. Total of all expenses incurred	2014-06-30	$538,469
Benefits paid (including direct rollovers)	2014-06-30	$538,469
Total plan assets at end of year	2014-06-30	$2,584,779
Total plan assets at beginning of year	2014-06-30	$2,109,212
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$160,279
Contributions received from other sources (not participants or employers)	2014-06-30	$5,114
Other income received	2014-06-30	$427,107
Net income (gross income less expenses)	2014-06-30	$475,567
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,584,779
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,109,212
Total contributions received or receivable from employer(s)	2014-06-30	$421,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$504,048
Expenses. Total of all expenses incurred	2013-06-30	$138,883
Benefits paid (including direct rollovers)	2013-06-30	$138,883
Total plan assets at end of year	2013-06-30	$2,109,212
Total plan assets at beginning of year	2013-06-30	$1,744,047
Value of fidelity bond covering the plan	2013-06-30	$100,000
Total contributions received or receivable from participants	2013-06-30	$155,908
Contributions received from other sources (not participants or employers)	2013-06-30	$21,811
Other income received	2013-06-30	$-26,990
Net income (gross income less expenses)	2013-06-30	$365,165
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,109,212
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,744,047
Total contributions received or receivable from employer(s)	2013-06-30	$353,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$407,190
Expenses. Total of all expenses incurred	2012-06-30	$620,234
Benefits paid (including direct rollovers)	2012-06-30	$620,234
Total plan assets at end of year	2012-06-30	$1,744,047
Total plan assets at beginning of year	2012-06-30	$1,957,091
Value of fidelity bond covering the plan	2012-06-30	$100,000
Total contributions received or receivable from participants	2012-06-30	$35,860
Other income received	2012-06-30	$155,399
Net income (gross income less expenses)	2012-06-30	$-213,044
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,744,047
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,957,091
Total contributions received or receivable from employer(s)	2012-06-30	$215,931
2011 : LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$484,010
Expenses. Total of all expenses incurred	2011-06-30	$2,888
Total plan assets at end of year	2011-06-30	$1,957,091
Total plan assets at beginning of year	2011-06-30	$1,475,969
Value of fidelity bond covering the plan	2011-06-30	$100,000
Total contributions received or receivable from participants	2011-06-30	$20,215
Other income received	2011-06-30	$335,196
Net income (gross income less expenses)	2011-06-30	$481,122
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,957,091
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,475,969
Total contributions received or receivable from employer(s)	2011-06-30	$128,599
Value of corrective distributions	2011-06-30	$2,888

Form 5500 Responses for LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

2022: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: LEXINGTON SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LEXINGTON SURGICAL SPECIALISTS, P.S.C. RETIREMENT PLAN [EIN = 823080642]

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Company Name:	LEXINGTON SURGICAL ASSOCIATES, INC.
Employer identification number (EIN):	233040538
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)