401k Plan data: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN plan

SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN
Plan identification number	002

SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUMMIT SURGICAL & ENDOSCOPY PC has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT SURGICAL & ENDOSCOPY PC

Employer identification number (EIN): 382063617

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEVEN TERRIAN MD 2024-10-02
002 2022-01-01 STEVEN TERRIAN MD 2023-10-11
002 2021-01-01 STEVEN TERRIAN MD 2022-10-04
002 2020-01-01 STEVEN TERRIAN MD 2021-10-14
002 2019-01-01 STEVEN TERRIAN MD 2020-10-14
002 2018-01-01 STEVEN TERRIAN MD 2019-10-10
002 2017-01-01 STEVEN TERRIAN MD 2018-07-25
002 2016-01-01 STEVEN TERRIAN MD 2017-07-24
002 2015-01-01 STEVEN TERRIAN MD 2016-10-03
002 2014-01-01 DANIEL CECCONI MD 2015-10-14
002 2013-01-01 DANIEL CECCONI MD 2014-07-23
002 2012-01-01 DANIEL CECCONI MD
002 2011-01-01 RICHARD D CECCONI MD
002 2010-01-01 RICHARD D CECCONI MD
002 2009-01-01 RICHARD D CECCONI MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	STEVEN TERRIAN MD	2024-10-02
002	2022-01-01	STEVEN TERRIAN MD	2023-10-11
002	2021-01-01	STEVEN TERRIAN MD	2022-10-04
002	2020-01-01	STEVEN TERRIAN MD	2021-10-14
002	2019-01-01	STEVEN TERRIAN MD	2020-10-14
002	2018-01-01	STEVEN TERRIAN MD	2019-10-10
002	2017-01-01	STEVEN TERRIAN MD	2018-07-25
002	2016-01-01	STEVEN TERRIAN MD	2017-07-24
002	2015-01-01	STEVEN TERRIAN MD	2016-10-03
002	2014-01-01	DANIEL CECCONI MD	2015-10-14
002	2013-01-01	DANIEL CECCONI MD	2014-07-23
002	2012-01-01	DANIEL CECCONI MD
002	2011-01-01	RICHARD D CECCONI MD
002	2010-01-01	RICHARD D CECCONI MD
002	2009-01-01	RICHARD D CECCONI MD

Plan Statistics for SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

Measure Date Value
2012: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2012: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	12

Financial Data on SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

Measure	Date	Value
2012 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$706,510
Expenses. Total of all expenses incurred	2012-12-31	$291,000
Benefits paid (including direct rollovers)	2012-12-31	$262,817
Total plan assets at end of year	2012-12-31	$4,195,289
Total plan assets at beginning of year	2012-12-31	$3,779,779
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$442,088
Net income (gross income less expenses)	2012-12-31	$415,510
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,195,289
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,779,779
Total contributions received or receivable from employer(s)	2012-12-31	$264,422
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$28,183
2011 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$177,155
Expenses. Total of all expenses incurred	2011-12-31	$27,431
Total plan assets at end of year	2011-12-31	$3,779,779
Total plan assets at beginning of year	2011-12-31	$3,630,055
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$-77,766
Net income (gross income less expenses)	2011-12-31	$149,724
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,779,779
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,630,055
Total contributions received or receivable from employer(s)	2011-12-31	$254,921
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$27,431
2010 : SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$515,336
Expenses. Total of all expenses incurred	2010-12-31	$23,798
Total plan assets at end of year	2010-12-31	$3,630,055
Total plan assets at beginning of year	2010-12-31	$3,138,517
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$259,856
Net income (gross income less expenses)	2010-12-31	$491,538
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,630,055
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,138,517
Total contributions received or receivable from employer(s)	2010-12-31	$255,480
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$23,798

Form 5500 Responses for SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN

2012: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMIT SURGICAL & ENDOSCOPY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMMIT SURGICAL & ENDOSCOPY PC
Employer identification number (EIN):	382063617
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)