EVANSVILLE SURGICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN
401k plan membership statisitcs for EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,914,911 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,808,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,723,231 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,451 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,930,233 |
| Value of total assets at end of year | 2023-12-31 | $27,344,460 |
| Value of total assets at beginning of year | 2023-12-31 | $23,238,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $83,031 |
| Total interest from all sources | 2023-12-31 | $6,137 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $561,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $561,810 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $797,750 |
| Participant contributions at end of year | 2023-12-31 | $51,660 |
| Participant contributions at beginning of year | 2023-12-31 | $68,920 |
| Participant contributions at end of year | 2023-12-31 | $3,885 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $1,552,650 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $1,224,363 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $178,387 |
| Administrative expenses (other) incurred | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,106,198 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $27,344,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $23,238,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $57,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,515,789 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $21,346,378 |
| Interest on participant loans | 2023-12-31 | $3,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $206,553 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $590,990 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $590,990 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $2,879 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,238,344 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,132,483 |
| Employer contributions (assets) at end of year | 2023-12-31 | $13,923 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $7,611 |
| Income. Dividends from preferred stock | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,723,231 |
| Contract administrator fees | 2023-12-31 | $11,404 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2023-12-31 | 351346211 |
| 2022 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-3,382,546 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,344,789 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,258,119 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,422 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,673,290 |
| Value of total assets at end of year | 2022-12-31 | $23,238,262 |
| Value of total assets at beginning of year | 2022-12-31 | $27,965,597 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $80,248 |
| Total interest from all sources | 2022-12-31 | $8,998 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $411,977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $411,977 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $675,635 |
| Participant contributions at end of year | 2022-12-31 | $68,920 |
| Participant contributions at beginning of year | 2022-12-31 | $79,636 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,224,363 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,966,348 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $14,827 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $-228,284 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-4,727,335 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,238,262 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,965,597 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $56,232 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,346,378 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,889,177 |
| Interest on participant loans | 2022-12-31 | $4,091 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $590,990 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,015,671 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,015,671 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,907 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,248,527 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $982,828 |
| Employer contributions (assets) at end of year | 2022-12-31 | $7,611 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $14,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,258,119 |
| Contract administrator fees | 2022-12-31 | $24,016 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2022-12-31 | 351346211 |
| 2021 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,331,772 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,180,729 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,071,630 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $26,346 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,797,127 |
| Value of total assets at end of year | 2021-12-31 | $27,965,597 |
| Value of total assets at beginning of year | 2021-12-31 | $23,814,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $82,753 |
| Total interest from all sources | 2021-12-31 | $6,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $345,603 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $345,603 |
| Administrative expenses professional fees incurred | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $663,101 |
| Participant contributions at end of year | 2021-12-31 | $79,636 |
| Participant contributions at beginning of year | 2021-12-31 | $125,488 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $93 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,966,348 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,781,540 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $187,330 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $443,191 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $4,151,043 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,965,597 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $23,814,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $57,870 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $24,889,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,131,240 |
| Interest on participant loans | 2021-12-31 | $6,505 |
| Interest earned on other investments | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,015,671 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $772,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $772,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $201 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,739,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $946,696 |
| Employer contributions (assets) at end of year | 2021-12-31 | $14,765 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,071,630 |
| Contract administrator fees | 2021-12-31 | $24,883 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2021-12-31 | 351346211 |
| 2020 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,008,144 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,128,344 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,049,985 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $14,188 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,588,353 |
| Value of total assets at end of year | 2020-12-31 | $23,814,554 |
| Value of total assets at beginning of year | 2020-12-31 | $19,934,754 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $64,171 |
| Total interest from all sources | 2020-12-31 | $9,501 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $308,082 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $308,082 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $650,150 |
| Participant contributions at end of year | 2020-12-31 | $125,488 |
| Participant contributions at beginning of year | 2020-12-31 | $150,755 |
| Participant contributions at end of year | 2020-12-31 | $93 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,781,540 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,523,453 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $11,417 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $728 |
| Other income not declared elsewhere | 2020-12-31 | $452,703 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,879,800 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $23,814,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,934,754 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $43,089 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,131,240 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,808,138 |
| Interest on participant loans | 2020-12-31 | $8,844 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $772,234 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $437,338 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $437,338 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $657 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,649,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $926,786 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,959 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $14,342 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,049,985 |
| Contract administrator fees | 2020-12-31 | $21,082 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2020-12-31 | 351346211 |
| 2019 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,385,748 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,756,395 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,658,126 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $37,112 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,698,859 |
| Value of total assets at end of year | 2019-12-31 | $19,934,754 |
| Value of total assets at beginning of year | 2019-12-31 | $16,305,401 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,157 |
| Total interest from all sources | 2019-12-31 | $13,535 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $380,288 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $380,288 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $657,725 |
| Participant contributions at end of year | 2019-12-31 | $150,755 |
| Participant contributions at beginning of year | 2019-12-31 | $168,855 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,523,453 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,248,159 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $89,933 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $728 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $5,389 |
| Other income not declared elsewhere | 2019-12-31 | $304,544 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,629,353 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,934,754 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,305,401 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $40,516 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,808,138 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,347,744 |
| Interest on participant loans | 2019-12-31 | $10,935 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $437,338 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $522,974 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $522,974 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,600 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,988,522 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $951,201 |
| Employer contributions (assets) at end of year | 2019-12-31 | $14,342 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,658,126 |
| Contract administrator fees | 2019-12-31 | $20,641 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2019-12-31 | 351346211 |
| 2018 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $469,864 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $698,238 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $616,105 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $22,285 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,627,532 |
| Value of total assets at end of year | 2018-12-31 | $16,305,401 |
| Value of total assets at beginning of year | 2018-12-31 | $16,533,775 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $59,848 |
| Total interest from all sources | 2018-12-31 | $11,917 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $456,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $456,879 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $636,827 |
| Participant contributions at end of year | 2018-12-31 | $168,855 |
| Participant contributions at beginning of year | 2018-12-31 | $164,780 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,248,159 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,359,287 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,032 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $5,389 |
| Other income not declared elsewhere | 2018-12-31 | $-75,338 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-228,374 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,305,401 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,533,775 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $37,783 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,347,744 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,500,603 |
| Interest on participant loans | 2018-12-31 | $10,412 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $522,974 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $493,520 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $493,520 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,505 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $14,894 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,551,126 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $988,673 |
| Employer contributions (assets) at end of year | 2018-12-31 | $12,280 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $15,585 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $601,211 |
| Contract administrator fees | 2018-12-31 | $22,065 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2018-12-31 | 351346211 |
| 2017 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $3,942,930 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $2,041,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,992,255 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $15,752 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,678,891 |
| Value of total assets at end of year | 2017-12-31 | $16,533,775 |
| Value of total assets at beginning of year | 2017-12-31 | $14,632,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,837 |
| Total interest from all sources | 2017-12-31 | $40,833 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $316,164 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $316,164 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $678,911 |
| Participant contributions at end of year | 2017-12-31 | $164,780 |
| Participant contributions at beginning of year | 2017-12-31 | $77,508 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $22,390 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,359,287 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,126,054 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,000 |
| Other income not declared elsewhere | 2017-12-31 | $339,371 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,901,086 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,533,775 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,632,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $20,738 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,500,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,108,802 |
| Interest on participant loans | 2017-12-31 | $5,452 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $493,520 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $244,665 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $244,665 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $35,381 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $13,290 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,567,671 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $995,980 |
| Employer contributions (assets) at end of year | 2017-12-31 | $15,585 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $53,270 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,978,965 |
| Contract administrator fees | 2017-12-31 | $13,099 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2017-12-31 | 351346211 |
| 2016 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $2,894,861 |
| Total of all expenses incurred | 2016-12-31 | $4,484,991 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,473,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,760,462 |
| Value of total assets at end of year | 2016-12-31 | $14,632,689 |
| Value of total assets at beginning of year | 2016-12-31 | $16,222,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,695 |
| Total interest from all sources | 2016-12-31 | $3,686 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $426,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $426,109 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $647,233 |
| Participant contributions at end of year | 2016-12-31 | $77,508 |
| Participant contributions at beginning of year | 2016-12-31 | $68,876 |
| Participant contributions at end of year | 2016-12-31 | $22,390 |
| Participant contributions at beginning of year | 2016-12-31 | $8,583 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,126,054 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $5,382,844 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $101,208 |
| Other income not declared elsewhere | 2016-12-31 | $251,306 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-1,590,130 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,632,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,222,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,108,802 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,426,739 |
| Interest on participant loans | 2016-12-31 | $3,410 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $244,665 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $281,796 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $281,796 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $276 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $7,500 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $453,298 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,012,021 |
| Employer contributions (assets) at end of year | 2016-12-31 | $53,270 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $53,981 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,465,796 |
| Contract administrator fees | 2016-12-31 | $11,695 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | HARDING, SHYMANSKI & COMPANY, P.S.C |
| Accountancy firm EIN | 2016-12-31 | 351346211 |
| 2015 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $1,520,842 |
| Total of all expenses incurred | 2015-12-31 | $601,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $579,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,573,441 |
| Value of total assets at end of year | 2015-12-31 | $16,222,819 |
| Value of total assets at beginning of year | 2015-12-31 | $15,303,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $21,856 |
| Total interest from all sources | 2015-12-31 | $3,163 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $674,297 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $674,297 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $625,499 |
| Participant contributions at end of year | 2015-12-31 | $68,876 |
| Participant contributions at beginning of year | 2015-12-31 | $62,223 |
| Participant contributions at end of year | 2015-12-31 | $8,583 |
| Participant contributions at beginning of year | 2015-12-31 | $2,769 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $5,382,844 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $5,269,294 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $22,231 |
| Other income not declared elsewhere | 2015-12-31 | $-170,781 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $919,665 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,222,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,303,154 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,426,739 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,491,956 |
| Interest on participant loans | 2015-12-31 | $2,771 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $281,796 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $446,505 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $446,505 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $392 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-559,278 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $925,711 |
| Employer contributions (assets) at end of year | 2015-12-31 | $53,981 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $30,407 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $579,321 |
| Contract administrator fees | 2015-12-31 | $21,856 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RINEY HANCOCK CPAS PSC |
| Accountancy firm EIN | 2015-12-31 | 610920132 |
| 2014 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $2,093,751 |
| Total of all expenses incurred | 2014-12-31 | $1,331,741 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,309,686 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,514,037 |
| Value of total assets at end of year | 2014-12-31 | $15,303,154 |
| Value of total assets at beginning of year | 2014-12-31 | $14,541,144 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $22,055 |
| Total interest from all sources | 2014-12-31 | $2,928 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $501,438 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $501,438 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $550,164 |
| Participant contributions at end of year | 2014-12-31 | $62,223 |
| Participant contributions at beginning of year | 2014-12-31 | $61,853 |
| Participant contributions at end of year | 2014-12-31 | $2,769 |
| Participant contributions at beginning of year | 2014-12-31 | $14,835 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $5,269,294 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,085,993 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $40,030 |
| Other income not declared elsewhere | 2014-12-31 | $251,735 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $762,010 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,303,154 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,541,144 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,491,956 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,049,885 |
| Interest on participant loans | 2014-12-31 | $2,441 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $446,505 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $297,033 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $297,033 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-176,387 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $923,843 |
| Employer contributions (assets) at end of year | 2014-12-31 | $30,407 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $31,545 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,309,686 |
| Contract administrator fees | 2014-12-31 | $22,055 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | RINEY HANCOCK CPAS PSC |
| Accountancy firm EIN | 2014-12-31 | 610920132 |
| 2013 : EVANSVILLE SURGICAL ASSOCIATES, INC PROFIT SHARING/SAVINGS RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $3,677,705 |
| Total of all expenses incurred | 2013-12-31 | $629,183 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $605,962 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,403,525 |
| Value of total assets at end of year | 2013-12-31 | $14,541,144 |
| Value of total assets at beginning of year | 2013-12-31 | $11,492,622 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,221 |
| Total interest from all sources | 2013-12-31 | $3,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $561,443 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $561,443 |
| 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 | $505,788 |
| Participant contributions at end of year | 2013-12-31 | $61,853 |
| Participant contributions at beginning of year | 2013-12-31 | $57,589 |
| Participant contributions at end of year | 2013-12-31 | $14,835 |
| Participant contributions at beginning of year | 2013-12-31 | $5,041 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,085,993 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,611,765 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $32,932 |
| Other income not declared elsewhere | 2013-12-31 | $847,769 |
| 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 | $3,048,522 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,541,144 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,492,622 |
| 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 | $9,049,885 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,006,374 |
| Interest on participant loans | 2013-12-31 | $2,495 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $297,033 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $781,279 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $781,279 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $520 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $861,953 |
| 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 | $864,805 |
| Employer contributions (assets) at end of year | 2013-12-31 | $31,545 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $30,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $605,962 |
| Contract administrator fees | 2013-12-31 | $23,221 |
| 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 | RINEY HANCOCK CPAS PSC |
| Accountancy firm EIN | 2013-12-31 | 610920132 |
