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SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.
Employer identification number (EIN):593317557
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-05-15
Company Identification Number: P95000038864
Legal Registered Office Address: 1840 MEASE DR

SAFETY HARBOR

34695

More information about SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THEODORE R SMALL, MD2024-09-06 THEODORE R SMALL, MD2024-09-06
0012022-01-01THEODORE SMALL2023-03-20
0012021-01-01THEODORE SMALL2022-03-23
0012020-01-01DAVID BERRY2021-02-23
0012019-01-01DAVID BERRY2020-06-02
0012018-01-01DAVID BERRY2019-05-21
0012017-01-01DAVID BERRY2018-09-13
0012016-01-01DAVID BERRY2017-09-15 DAVID BERRY2017-09-15
0012015-01-01DAVID BERRY2016-06-02 DAVID BERRY2016-06-02
0012014-01-01DAVID BERRY2015-10-07 DAVID BERRY2015-10-07
0012013-01-01DAVID BERRY2014-10-07 DAVID BERRY2014-10-07
0012012-01-01DAVID BERRY2013-10-11 DAVID BERRY2013-10-11
0012011-01-01DAVID BERRY2012-10-03 DAVID BERRY2012-10-03
0012010-01-01RICK SCHMIDT2011-09-06 RICK SCHMIDT2011-09-06

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