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BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 401k Plan overview

Plan NameBAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN
Plan identification number 001

BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

BAY AREA SURGICAL SPECIALISTS, INC., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BAY AREA SURGICAL SPECIALISTS, INC., A MEDICAL CORPORATION
Employer identification number (EIN):562605608
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY AREA SURGICAL SPECIALIST CORPORATION 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01INEZ WONDEH2021-04-02 INEZ WONDEH2021-04-02
0012016-01-01
0012016-01-01INEZ WONDEH2021-04-02 INEZ WONDEH2021-04-02
0012015-01-01
0012015-01-01INEZ WONDEH2021-04-02 INEZ WONDEH2021-04-02
0012014-01-01DAVID PITTMAN2015-10-06 DAVID PITTMAN2015-10-06
0012013-01-01DAVID PITTMAN2015-08-13 DAVID PITTMAN2015-08-13
0012012-01-01DR. GREGORY A. RHODES2013-07-25
0012011-01-01ALAN D. KRUEGER2012-03-19
0012010-01-01ALAN D. KRUEGER2011-03-31

Plan Statistics for BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN

401k plan membership statisitcs for BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN

Measure Date Value
2022: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,085
Total number of active participants reported on line 7a of the Form 55002022-01-01861
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01289
Total of all active and inactive participants2022-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,151
Number of participants with account balances2022-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01124
2021: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01996
Total number of active participants reported on line 7a of the Form 55002021-01-01814
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01270
Total of all active and inactive participants2021-01-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,085
Number of participants with account balances2021-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0143
2020: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01972
Total number of active participants reported on line 7a of the Form 55002020-01-01769
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01226
Total of all active and inactive participants2020-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01996
Number of participants with account balances2020-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01902
Total number of active participants reported on line 7a of the Form 55002019-01-01722
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01184
Total of all active and inactive participants2019-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01907
Number of participants with account balances2019-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01589
Total number of active participants reported on line 7a of the Form 55002018-01-01711
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01190
Total of all active and inactive participants2018-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01902
Number of participants with account balances2018-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01529
Total number of active participants reported on line 7a of the Form 55002017-01-01465
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01589
Number of participants with account balances2017-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01342
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01430
Number of participants with account balances2016-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016

Financial Data on BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN

Measure Date Value
2022 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-943,568
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,510,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,350,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,180,913
Value of total assets at end of year2022-12-31$98,973,070
Value of total assets at beginning of year2022-12-31$106,426,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$159,599
Total interest from all sources2022-12-31$31,344
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,806,012
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$1,806,012
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$6,201,852
Participant contributions at end of year2022-12-31$848,049
Participant contributions at beginning of year2022-12-31$568,440
Participant contributions at end of year2022-12-31$229,295
Participant contributions at beginning of year2022-12-31$227,489
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,451,022
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,711,866
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$315,691
Other income not declared elsewhere2022-12-31$-1,260,844
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$-7,453,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$98,973,070
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$106,426,990
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
Investment advisory and management fees2022-12-31$68,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$84,383,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,531,149
Interest on participant loans2022-12-31$31,344
Value of interest in common/collective trusts at end of year2022-12-31$1,331,205
Value of interest in common/collective trusts at beginning of year2022-12-31$1,027,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,721,373
Net investment gain or loss from common/collective trusts2022-12-31$20,380
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,663,370
Employer contributions (assets) at end of year2022-12-31$8,729,629
Employer contributions (assets) at beginning of year2022-12-31$8,360,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,350,753
Contract administrator fees2022-12-31$90,718
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 name2022-12-31ARMANINO, LLP
Accountancy firm EIN2022-12-31946214841
2021 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$799,277
Total transfer of assets from this plan2021-12-31$9,773
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$25,369,088
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,383,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,228,929
Value of total corrective distributions2021-12-31$910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,687,461
Value of total assets at end of year2021-12-31$106,426,990
Value of total assets at beginning of year2021-12-31$83,651,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$153,432
Total interest from all sources2021-12-31$27,602
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,656,431
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$1,656,431
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 period2021-12-31No
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$5,637,218
Participant contributions at end of year2021-12-31$568,440
Participant contributions at beginning of year2021-12-31$559,285
Participant contributions at end of year2021-12-31$227,489
Participant contributions at beginning of year2021-12-31$240,001
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,711,866
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,895,856
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$803,144
Other income not declared elsewhere2021-12-31$816,010
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$21,985,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$106,426,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,651,669
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
Investment advisory and management fees2021-12-31$68,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,531,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,206,689
Interest on participant loans2021-12-31$27,602
Value of interest in common/collective trusts at end of year2021-12-31$1,027,522
Value of interest in common/collective trusts at beginning of year2021-12-31$1,103,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,161,722
Net investment gain or loss from common/collective trusts2021-12-31$19,862
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,247,099
Employer contributions (assets) at end of year2021-12-31$8,360,524
Employer contributions (assets) at beginning of year2021-12-31$7,646,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,228,929
Contract administrator fees2021-12-31$84,920
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 name2021-12-31ARMANINO, LLP
Accountancy firm EIN2021-12-31946214841
2020 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,690,970
Total transfer of assets from this plan2020-12-31$3,457,249
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$26,077,461
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,561,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,431,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,429,537
Value of total assets at end of year2020-12-31$83,651,669
Value of total assets at beginning of year2020-12-31$62,901,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,770
Total interest from all sources2020-12-31$23,330
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,014,826
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$1,014,826
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 period2020-12-31No
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$4,890,887
Participant contributions at end of year2020-12-31$559,285
Participant contributions at beginning of year2020-12-31$351,683
Participant contributions at end of year2020-12-31$240,001
Participant contributions at beginning of year2020-12-31$201,367
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,895,856
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,600
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,738,667
Other income not declared elsewhere2020-12-31$3,742,173
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$22,516,262
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,651,669
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,901,686
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
Investment advisory and management fees2020-12-31$68,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,206,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,078,743
Interest on participant loans2020-12-31$23,330
Value of interest in common/collective trusts at end of year2020-12-31$1,103,077
Value of interest in common/collective trusts at beginning of year2020-12-31$306,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,844,549
Net investment gain or loss from common/collective trusts2020-12-31$23,046
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,799,983
Employer contributions (assets) at end of year2020-12-31$7,646,761
Employer contributions (assets) at beginning of year2020-12-31$6,960,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,431,429
Contract administrator fees2020-12-31$60,837
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 name2020-12-31ARMANINO, LLP
Accountancy firm EIN2020-12-31946214841
2019 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,137
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$22,944,688
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,793,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,694,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,677,343
Value of total assets at end of year2019-12-31$62,901,686
Value of total assets at beginning of year2019-12-31$41,744,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,873
Total interest from all sources2019-12-31$15,517
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,181,770
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$1,181,770
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 period2019-12-31No
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$4,125,999
Participant contributions at end of year2019-12-31$351,683
Participant contributions at beginning of year2019-12-31$254,663
Participant contributions at end of year2019-12-31$201,367
Participant contributions at beginning of year2019-12-31$205,090
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,600
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,591,154
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$21,151,534
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,901,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,744,015
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
Investment advisory and management fees2019-12-31$53,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,078,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,229,609
Interest on participant loans2019-12-31$15,517
Value of interest in common/collective trusts at end of year2019-12-31$306,038
Value of interest in common/collective trusts at beginning of year2019-12-31$327,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,061,053
Net investment gain or loss from common/collective trusts2019-12-31$9,005
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$6,960,190
Employer contributions (assets) at end of year2019-12-31$6,960,255
Employer contributions (assets) at beginning of year2019-12-31$5,727,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,694,281
Contract administrator fees2019-12-31$45,265
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 name2019-12-31ARMANINO, LLP
Accountancy firm EIN2019-12-31946214841
2018 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$7,306,573
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$753,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$700,272
Expenses. Certain deemed distributions of participant loans2018-12-31$3,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,683,775
Value of total assets at end of year2018-12-31$41,744,015
Value of total assets at beginning of year2018-12-31$35,191,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,013
Total interest from all sources2018-12-31$12,816
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$766,968
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$766,968
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,185,321
Participant contributions at end of year2018-12-31$254,663
Participant contributions at beginning of year2018-12-31$239,661
Participant contributions at end of year2018-12-31$205,090
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$790,051
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$6,552,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,744,015
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,191,340
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
Investment advisory and management fees2018-12-31$22,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,229,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,578,980
Interest on participant loans2018-12-31$12,816
Value of interest in common/collective trusts at end of year2018-12-31$327,211
Value of interest in common/collective trusts at beginning of year2018-12-31$131,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,160,082
Net investment gain or loss from common/collective trusts2018-12-31$3,096
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,708,403
Employer contributions (assets) at end of year2018-12-31$5,727,442
Employer contributions (assets) at beginning of year2018-12-31$5,241,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$700,272
Contract administrator fees2018-12-31$27,708
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 name2018-12-31ARMANINO, LLP
Accountancy firm EIN2018-12-31953439541
2017 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,514,624
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$776,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$729,885
Value of total corrective distributions2017-12-31$43,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,564,453
Value of total assets at end of year2017-12-31$35,191,340
Value of total assets at beginning of year2017-12-31$22,452,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,341
Total interest from all sources2017-12-31$11,785
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,101,434
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$1,101,434
Administrative expenses professional fees incurred2017-12-31$3,341
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$2,725,393
Participant contributions at end of year2017-12-31$239,661
Participant contributions at beginning of year2017-12-31$280,778
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,597,792
Other income not declared elsewhere2017-12-31$-6,459
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$12,738,353
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,191,340
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,452,987
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$29,578,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,813,116
Interest on participant loans2017-12-31$11,785
Value of interest in common/collective trusts at end of year2017-12-31$131,431
Value of interest in common/collective trusts at beginning of year2017-12-31$281,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,843,411
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$5,241,268
Employer contributions (assets) at end of year2017-12-31$5,241,268
Employer contributions (assets) at beginning of year2017-12-31$4,077,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$729,885
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARMANINO, LLP
Accountancy firm EIN2017-12-31953439541
2016 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,274,312
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,235,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,190,726
Value of total corrective distributions2016-12-31$10,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,239,004
Value of total assets at end of year2016-12-31$22,452,987
Value of total assets at beginning of year2016-12-31$15,413,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,168
Total interest from all sources2016-12-31$10,500
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$705,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$705,327
Administrative expenses professional fees incurred2016-12-31$34,168
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,314,398
Participant contributions at end of year2016-12-31$280,778
Participant contributions at beginning of year2016-12-31$244,591
Participant contributions at end of year2016-12-31$10
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$822,369
Other income not declared elsewhere2016-12-31$6,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,039,064
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,452,987
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,413,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,813,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,169,332
Income. Interest from loans (other than to participants)2016-12-31$10,500
Value of interest in common/collective trusts at end of year2016-12-31$281,278
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$313,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,102,237
Employer contributions (assets) at end of year2016-12-31$4,077,805
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,190,726
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARMANINO, LLP
Accountancy firm EIN2016-12-31953439541
2015 : BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,762,600
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$240,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$232,536
Value of total corrective distributions2015-12-31$488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,845,110
Value of total assets at end of year2015-12-31$15,413,923
Value of total assets at beginning of year2015-12-31$9,891,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,300
Total interest from all sources2015-12-31$8,102
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$631,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$631,923
Administrative expenses professional fees incurred2015-12-31$7,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,327,481
Participant contributions at end of year2015-12-31$244,591
Participant contributions at beginning of year2015-12-31$148,028
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,172,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,522,276
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,413,923
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,891,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,169,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,743,619
Interest on participant loans2015-12-31$8,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-722,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,344,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$232,536
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARMANINO, LLP
Accountancy firm EIN2015-12-31956214841

Form 5500 Responses for BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN

2022: BAY AREA SURGICAL SPECIALIST CORPORATION 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: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAY AREA SURGICAL SPECIALIST CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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