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INOVA SURGERY CENTERS 401(K) PLAN 401k Plan overview

Plan NameINOVA SURGERY CENTERS 401(K) PLAN
Plan identification number 001

INOVA SURGERY CENTERS 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRANCONIASPRINGFIELD SURGERY CENTER has sponsored the creation of one or more 401k plans.

Company Name:FRANCONIASPRINGFIELD SURGERY CENTER
Employer identification number (EIN):542018390
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INOVA SURGERY CENTERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01SUSAN WHITAKER2023-07-24
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-10-01SUSAN WHITAKER SUSAN WHITAKER2018-09-26
0012017-10-01

Plan Statistics for INOVA SURGERY CENTERS 401(K) PLAN

401k plan membership statisitcs for INOVA SURGERY CENTERS 401(K) PLAN

Measure Date Value
2022: INOVA SURGERY CENTERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01388
Total number of active participants reported on line 7a of the Form 55002022-01-01317
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01384
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: INOVA SURGERY CENTERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01338
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01401
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INOVA SURGERY CENTERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01291
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01363
Number of participants with account balances2020-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: INOVA SURGERY CENTERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-01330
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01374
Number of participants with account balances2019-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: INOVA SURGERY CENTERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01332
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01364
Number of participants with account balances2018-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: INOVA SURGERY CENTERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01340
Total number of active participants reported on line 7a of the Form 55002017-10-01303
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0134
Total of all active and inactive participants2017-10-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01337
Number of participants with account balances2017-10-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010

Financial Data on INOVA SURGERY CENTERS 401(K) PLAN

Measure Date Value
2022 : INOVA SURGERY CENTERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,631,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,540,407
Expenses. Certain deemed distributions of participant loans2022-12-31$36,716
Value of total corrective distributions2022-12-31$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 year2022-12-31$18,739,802
Value of total assets at beginning of year2022-12-31$19,999,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,061
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$769,256
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,802,709
Participant contributions at end of year2022-12-31$229,433
Participant contributions at beginning of year2022-12-31$252,049
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$865,110
Other income not declared elsewhere2022-12-31$53,944
Administrative expenses (other) incurred2022-12-31$54,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,874,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,923,780
Interest on participant loans2022-12-31$14,855
Value of interest in common/collective trusts at end of year2022-12-31$1,636,303
Value of interest in common/collective trusts at beginning of year2022-12-31$1,823,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,887,477
Net investment gain or loss from common/collective trusts2022-12-31$27,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$726,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,540,407
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS
Accountancy firm EIN2022-12-31440160260
2021 : INOVA SURGERY CENTERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,265,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,138,799
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$19,999,421
Value of total assets at beginning of year2021-12-31$16,779,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,867
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$587,245
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,527,726
Participant contributions at end of year2021-12-31$252,049
Participant contributions at beginning of year2021-12-31$380,658
Participant contributions at beginning of year2021-12-31$389
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$140,420
Other income not declared elsewhere2021-12-31$3,373
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,923,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,743,736
Interest on participant loans2021-12-31$18,706
Value of interest in common/collective trusts at end of year2021-12-31$1,823,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$30,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$30,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 trusts2021-12-31$6,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$585,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : INOVA SURGERY CENTERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,767,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,689,059
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$16,779,704
Value of total assets at beginning of year2020-12-31$14,737,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,236
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$234,085
Administrative expenses professional fees incurred2020-12-31$58,236
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,315,679
Participant contributions at end of year2020-12-31$380,658
Participant contributions at beginning of year2020-12-31$345,219
Participant contributions at end of year2020-12-31$389
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,091
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,743,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,474,755
Interest on participant loans2020-12-31$15,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$30,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$17,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 year2020-12-31$1,624,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$538,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : INOVA SURGERY CENTERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,053,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,993,115
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$14,737,481
Value of total assets at beginning of year2019-12-31$11,926,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,847
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$274,573
Administrative expenses professional fees incurred2019-12-31$56,847
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,438,270
Participant contributions at end of year2019-12-31$345,219
Participant contributions at beginning of year2019-12-31$365,671
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$307,278
Other income not declared elsewhere2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,474,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,711,746
Interest on participant loans2019-12-31$19,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$17,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 year2019-12-31$899,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$583,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : INOVA SURGERY CENTERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$849,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$741,388
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$11,926,113
Value of total assets at beginning of year2018-12-31$11,213,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,651
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$233,031
Administrative expenses professional fees incurred2018-12-31$56,651
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,416,486
Participant contributions at end of year2018-12-31$365,671
Participant contributions at beginning of year2018-12-31$357,685
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$365,671
Assets. Loans (other than to participants) at beginning of year2018-12-31$357,685
Other income not declared elsewhere2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,711,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,121,992
Interest on participant loans2018-12-31$20,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 year2018-12-31$817,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$665,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-932,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$602,839
Employer contributions (assets) at beginning of year2018-12-31$20,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$741,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : INOVA SURGERY CENTERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$74,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$11,213,904
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,260
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$148,429
Administrative expenses professional fees incurred2017-12-31$10,260
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$333,182
Participant contributions at end of year2017-12-31$357,685
Participant contributions at end of year2017-12-31$43,936
Assets. Loans (other than to participants) at end of year2017-12-31$357,685
Other income not declared elsewhere2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,121,992
Interest on participant loans2017-12-31$4,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$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 year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$148,255
Employer contributions (assets) at end of year2017-12-31$20,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$64,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No

Form 5500 Responses for INOVA SURGERY CENTERS 401(K) PLAN

2022: INOVA SURGERY CENTERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INOVA SURGERY CENTERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INOVA SURGERY CENTERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INOVA SURGERY CENTERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INOVA SURGERY CENTERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INOVA SURGERY CENTERS 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulitple employer plan
2017-10-01First time form 5500 has been submittedYes
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811686A
Policy instance 1
Insurance contract or identification number811686A
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811686A
Policy instance 1
Insurance contract or identification number811686A
Number of Individuals Covered46
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811686A
Policy instance 1
Insurance contract or identification number811686A
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811686A
Policy instance 1
Insurance contract or identification number811686A
Number of Individuals Covered34
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811686A
Policy instance 1
Insurance contract or identification number811686A
Number of Individuals Covered34
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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