FRANCONIASPRINGFIELD SURGERY CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INOVA SURGERY CENTERS 401(K) PLAN
Measure | Date | Value |
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2022 : INOVA SURGERY CENTERS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $372,208 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,631,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,540,407 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $36,716 |
Value of total corrective distributions | 2022-12-31 | $643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,394,304 |
Value of total assets at end of year | 2022-12-31 | $18,739,802 |
Value of total assets at beginning of year | 2022-12-31 | $19,999,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,061 |
Total interest from all sources | 2022-12-31 | $14,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $769,256 |
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 | $769,256 |
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 | $1,802,709 |
Participant contributions at end of year | 2022-12-31 | $229,433 |
Participant contributions at beginning of year | 2022-12-31 | $252,049 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $865,110 |
Other income not declared elsewhere | 2022-12-31 | $53,944 |
Administrative expenses (other) incurred | 2022-12-31 | $54,061 |
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 | $-1,259,619 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,739,802 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,999,421 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $16,874,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,923,780 |
Interest on participant loans | 2022-12-31 | $14,855 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,636,303 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,823,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,887,477 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $27,326 |
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 | $726,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,540,407 |
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 | FORVIS |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : INOVA SURGERY CENTERS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $4,485,042 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,265,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,138,799 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $67,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,253,252 |
Value of total assets at end of year | 2021-12-31 | $19,999,421 |
Value of total assets at beginning of year | 2021-12-31 | $16,779,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $58,867 |
Total interest from all sources | 2021-12-31 | $18,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $587,245 |
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 | $587,245 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,527,726 |
Participant contributions at end of year | 2021-12-31 | $252,049 |
Participant contributions at beginning of year | 2021-12-31 | $380,658 |
Participant contributions at beginning of year | 2021-12-31 | $389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $140,420 |
Other income not declared elsewhere | 2021-12-31 | $3,373 |
Administrative expenses (other) incurred | 2021-12-31 | $58,867 |
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 | $3,219,717 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,999,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,779,704 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,923,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,743,736 |
Interest on participant loans | 2021-12-31 | $18,706 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,823,592 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $30,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $30,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,624,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,615,764 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $6,702 |
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 | $585,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,138,799 |
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 | 2021-12-31 | Yes |
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 | FORVIS |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : INOVA SURGERY CENTERS 401(K) PLAN 2020 401k financial data |
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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 | $3,810,079 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,767,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,689,059 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $20,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,912,364 |
Value of total assets at end of year | 2020-12-31 | $16,779,704 |
Value of total assets at beginning of year | 2020-12-31 | $14,737,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $58,236 |
Total interest from all sources | 2020-12-31 | $15,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $234,085 |
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 | $234,085 |
Administrative expenses professional fees incurred | 2020-12-31 | $58,236 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,315,679 |
Participant contributions at end of year | 2020-12-31 | $380,658 |
Participant contributions at beginning of year | 2020-12-31 | $345,219 |
Participant contributions at end of year | 2020-12-31 | $389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $58,091 |
Other income not declared elsewhere | 2020-12-31 | $25,047 |
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 | $2,042,223 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,779,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,737,481 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,743,736 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,474,755 |
Interest on participant loans | 2020-12-31 | $15,683 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $30,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $17,842 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $17,842 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $35 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,624,426 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $899,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,622,865 |
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 | $538,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,689,059 |
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 | 2020-12-31 | Yes |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : INOVA SURGERY CENTERS 401(K) PLAN 2019 401k financial data |
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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 | $4,865,322 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,053,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,993,115 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,328,926 |
Value of total assets at end of year | 2019-12-31 | $14,737,481 |
Value of total assets at beginning of year | 2019-12-31 | $11,926,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,847 |
Total interest from all sources | 2019-12-31 | $19,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $274,573 |
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 | $274,573 |
Administrative expenses professional fees incurred | 2019-12-31 | $56,847 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,438,270 |
Participant contributions at end of year | 2019-12-31 | $345,219 |
Participant contributions at beginning of year | 2019-12-31 | $365,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $307,278 |
Other income not declared elsewhere | 2019-12-31 | $17,990 |
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 | $2,811,368 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,737,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,926,113 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,474,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,711,746 |
Interest on participant loans | 2019-12-31 | $19,260 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,842 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $31,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $31,307 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $323 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $899,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $817,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,224,250 |
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 | $583,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,993,115 |
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 | 2019-12-31 | Yes |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : INOVA SURGERY CENTERS 401(K) PLAN 2018 401k financial data |
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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 | $1,561,507 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $849,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $741,388 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $51,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,227,824 |
Value of total assets at end of year | 2018-12-31 | $11,926,113 |
Value of total assets at beginning of year | 2018-12-31 | $11,213,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $56,651 |
Total interest from all sources | 2018-12-31 | $20,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $233,031 |
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 | $233,031 |
Administrative expenses professional fees incurred | 2018-12-31 | $56,651 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,416,486 |
Participant contributions at end of year | 2018-12-31 | $365,671 |
Participant contributions at beginning of year | 2018-12-31 | $357,685 |
Participant contributions at beginning of year | 2018-12-31 | $43,936 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $208,499 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $365,671 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $357,685 |
Other income not declared elsewhere | 2018-12-31 | $12,759 |
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 | $712,209 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,926,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,213,904 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,711,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,121,992 |
Interest on participant loans | 2018-12-31 | $20,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $31,307 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,634 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,634 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $817,389 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $665,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-932,763 |
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 | $602,839 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $20,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $741,388 |
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 | 2018-12-31 | Yes |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : INOVA SURGERY CENTERS 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $10,465,100 |
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 | $823,303 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $74,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $64,239 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $481,437 |
Value of total assets at end of year | 2017-12-31 | $11,213,904 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,260 |
Total interest from all sources | 2017-12-31 | $4,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $148,429 |
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 | $148,429 |
Administrative expenses professional fees incurred | 2017-12-31 | $10,260 |
Was this plan covered by a fidelity bond | 2017-12-31 | No |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $333,182 |
Participant contributions at end of year | 2017-12-31 | $357,685 |
Participant contributions at end of year | 2017-12-31 | $43,936 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $357,685 |
Other income not declared elsewhere | 2017-12-31 | $2,547 |
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 | $748,804 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,213,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,121,992 |
Interest on participant loans | 2017-12-31 | $4,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,634 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $665,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $186,881 |
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 | $148,255 |
Employer contributions (assets) at end of year | 2017-12-31 | $20,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $64,239 |
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 |