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THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE SURGICAL CLINIC 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THE SURGICAL CLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE SURGICAL CLINIC, PLLC
Employer identification number (EIN):621699673
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JOHN BOSKIND
0022023-01-01
0022023-01-01RYAN WILLIAMSON
0022022-01-01
0022022-01-01CHRIS STIRLING
0022021-01-01
0022021-01-01CHRIS STIRLING
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRIS STIRLING
0022016-01-01CHRIS STIRLING
0022015-01-01WILLIAM EDWARDS
0022014-01-01WILLIAM H EDWARDS
0022013-01-01WILLIAM H EDWARDS
0022012-01-01WILLIAM H EDWARDS
0022011-01-01WILLIAM H. EDWARDS, MD
0022009-01-01WILLIAM H. EDWARDS, MD
0022009-01-01WILLIAM H. EDWARDS, MD

Plan Statistics for THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01330
Total number of active participants reported on line 7a of the Form 55002023-01-01194
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01116
Total of all active and inactive participants2023-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01310
Number of participants with account balances2023-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0121
2022: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01317
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01308
Number of participants with account balances2022-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01303
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01127
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01294
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01282
Number of participants with account balances2020-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01271
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01247
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01225
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01147
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$13,044,643
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,240,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,133,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,980,045
Value of total assets at end of year2023-12-31$57,004,829
Value of total assets at beginning of year2023-12-31$51,200,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$106,904
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,384,238
Participant contributions at end of year2023-12-31$6,220
Participant contributions at beginning of year2023-12-31$48,666
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,067,113
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$419,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$3,941
Other income not declared elsewhere2023-12-31$182,937
Administrative expenses (other) incurred2023-12-31$2,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,804,187
Value of net assets at end of year (total assets less liabilities)2023-12-31$57,004,829
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$51,200,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$59,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$50,734,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$47,601,851
Value of interest in common/collective trusts at end of year2023-12-31$1,573,383
Value of interest in common/collective trusts at beginning of year2023-12-31$698,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$28,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$53,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$53,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,859,985
Net investment gain or loss from common/collective trusts2023-12-31$21,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,595,807
Employer contributions (assets) at end of year2023-12-31$2,595,807
Employer contributions (assets) at beginning of year2023-12-31$2,374,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,133,552
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2023-12-31620811623
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$13,044,643
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$7,240,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$7,133,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,980,045
Value of total assets at end of year2023-01-01$57,004,829
Value of total assets at beginning of year2023-01-01$51,200,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$106,904
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,384,238
Participant contributions at end of year2023-01-01$6,220
Participant contributions at beginning of year2023-01-01$48,666
Assets. Other investments not covered elsewhere at end of year2023-01-01$2,067,113
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$419,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$3,941
Other income not declared elsewhere2023-01-01$182,937
Administrative expenses (other) incurred2023-01-01$2,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,804,187
Value of net assets at end of year (total assets less liabilities)2023-01-01$57,004,829
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$51,200,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$59,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$50,734,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$47,601,851
Value of interest in common/collective trusts at end of year2023-01-01$1,573,383
Value of interest in common/collective trusts at beginning of year2023-01-01$698,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$28,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$8,859,985
Net investment gain or loss from common/collective trusts2023-01-01$21,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,595,807
Employer contributions (assets) at end of year2023-01-01$2,595,807
Employer contributions (assets) at beginning of year2023-01-01$2,374,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,133,552
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2023-01-01620811623
2022 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-6,279,049
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,695,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,591,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,904,226
Value of total assets at end of year2022-12-31$51,200,642
Value of total assets at beginning of year2022-12-31$61,174,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,157
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$45,092
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$1,389,894
Participant contributions at end of year2022-12-31$48,666
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$419,597
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$8,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,974,309
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,200,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,174,951
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$59,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,601,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,367,436
Value of interest in common/collective trusts at end of year2022-12-31$698,515
Value of interest in common/collective trusts at beginning of year2022-12-31$679,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$53,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,206,635
Net investment gain or loss from common/collective trusts2022-12-31$14,442
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$2,395,086
Employer contributions (assets) at end of year2022-12-31$2,374,081
Employer contributions (assets) at beginning of year2022-12-31$2,127,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,591,103
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 name2022-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2022-12-31620811623
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-6,279,049
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,695,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,591,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,904,226
Value of total assets at end of year2022-01-01$51,200,642
Value of total assets at beginning of year2022-01-01$61,174,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$104,157
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$45,092
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,389,894
Participant contributions at end of year2022-01-01$48,666
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$419,597
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$119,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$3,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$8,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-9,974,309
Value of net assets at end of year (total assets less liabilities)2022-01-01$51,200,642
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$61,174,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$59,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$47,601,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$58,367,436
Value of interest in common/collective trusts at end of year2022-01-01$698,515
Value of interest in common/collective trusts at beginning of year2022-01-01$679,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$53,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-10,206,635
Net investment gain or loss from common/collective trusts2022-01-01$14,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,395,086
Employer contributions (assets) at end of year2022-01-01$2,374,081
Employer contributions (assets) at beginning of year2022-01-01$2,127,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,591,103
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2022-01-01620811623
2021 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$11,242,425
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,256,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,132,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,353,217
Value of total assets at end of year2021-12-31$61,174,951
Value of total assets at beginning of year2021-12-31$56,189,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,127
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$32,347
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$1,156,694
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$68,772
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$4,985,785
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,174,951
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,189,166
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$91,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,367,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,977,864
Value of interest in common/collective trusts at end of year2021-12-31$679,764
Value of interest in common/collective trusts at beginning of year2021-12-31$1,457,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,876,738
Net investment gain or loss from common/collective trusts2021-12-31$12,470
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$2,127,751
Employer contributions (assets) at end of year2021-12-31$2,127,751
Employer contributions (assets) at beginning of year2021-12-31$1,753,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,132,513
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 name2021-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2021-12-31620811623
2020 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$11,943,965
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,338,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,233,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,863,799
Value of total assets at end of year2020-12-31$56,189,166
Value of total assets at beginning of year2020-12-31$46,583,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,025
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$662,559
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$662,559
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$1,085,998
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,328
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$9,605,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,189,166
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,583,523
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$80,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,977,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,812,905
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,457,829
Value of interest in common/collective trusts at beginning of year2020-12-31$1,104,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,388,821
Net investment gain or loss from common/collective trusts2020-12-31$28,786
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$1,753,473
Employer contributions (assets) at end of year2020-12-31$1,753,473
Employer contributions (assets) at beginning of year2020-12-31$1,665,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,233,297
Contract administrator fees2020-12-31$24,874
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 name2020-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2020-12-31620811623
2019 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$11,855,157
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,209,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,109,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,859,608
Value of total assets at end of year2019-12-31$46,583,523
Value of total assets at beginning of year2019-12-31$37,937,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,182
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$795,362
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$795,362
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$1,003,295
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$58,870
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$190,323
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$8,646,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,583,523
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,937,493
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$77,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,812,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,204,459
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,104,628
Value of interest in common/collective trusts at beginning of year2019-12-31$979,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,174,117
Net investment gain or loss from common/collective trusts2019-12-31$26,070
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$1,665,990
Employer contributions (assets) at end of year2019-12-31$1,665,990
Employer contributions (assets) at beginning of year2019-12-31$1,695,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,109,945
Contract administrator fees2019-12-31$21,425
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 name2019-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2019-12-31620811623
2018 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$2,857
Total income from all sources (including contributions)2018-12-31$3,346,525
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,792,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,671,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,266,142
Value of total assets at end of year2018-12-31$37,937,493
Value of total assets at beginning of year2018-12-31$40,386,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$120,725
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$427,012
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$427,012
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 period2018-12-31Yes
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$964,486
Participant contributions at end of year2018-12-31$58,870
Participant contributions at beginning of year2018-12-31$63,089
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,603,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,857
Administrative expenses (other) incurred2018-12-31$95,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,446,149
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,937,493
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,383,642
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$19,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,204,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,158,924
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$979,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,380,196
Net investment gain or loss from common/collective trusts2018-12-31$33,567
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$1,698,653
Employer contributions (assets) at end of year2018-12-31$1,695,080
Employer contributions (assets) at beginning of year2018-12-31$1,164,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,671,949
Contract administrator fees2018-12-31$6,229
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 name2018-12-31STONE, RUDOLPH & HENRY, PLC
Accountancy firm EIN2018-12-31620811623
2017 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$2,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,160
Total income from all sources (including contributions)2017-12-31$11,931,492
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$226,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$121,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,632,482
Value of total assets at end of year2017-12-31$40,386,499
Value of total assets at beginning of year2017-12-31$28,683,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,664
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$905,409
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$63,089
Participant contributions at beginning of year2017-12-31$52,621
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,171,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,160
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$11,704,909
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,383,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,678,733
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$39,158,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,582,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,299,010
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$1,555,719
Employer contributions (assets) at end of year2017-12-31$1,164,486
Employer contributions (assets) at beginning of year2017-12-31$1,048,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$121,919
Contract administrator fees2017-12-31$104,664
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$5,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,471
Total income from all sources (including contributions)2016-12-31$6,791,766
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,779,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,707,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,418,698
Value of total assets at end of year2016-12-31$28,683,893
Value of total assets at beginning of year2016-12-31$23,669,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,285
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$810,818
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$52,621
Participant contributions at beginning of year2016-12-31$50,955
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,237,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,471
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$5,012,319
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,678,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,666,414
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$27,582,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,936,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,373,068
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,370,330
Employer contributions (assets) at end of year2016-12-31$1,048,835
Employer contributions (assets) at beginning of year2016-12-31$682,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,707,162
Contract administrator fees2016-12-31$72,285
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : THE SURGICAL CLINIC 401(K) PROFIT SHARING 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$3,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$977
Total income from all sources (including contributions)2015-12-31$2,109,993
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$177,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$108,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,077,083
Value of total assets at end of year2015-12-31$23,669,885
Value of total assets at beginning of year2015-12-31$21,734,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,515
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$742,167
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$50,955
Participant contributions at beginning of year2015-12-31$42,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$977
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$1,932,716
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,666,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,733,698
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$22,936,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,400,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$32,910
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$1,284,240
Employer contributions (assets) at end of year2015-12-31$682,394
Employer contributions (assets) at beginning of year2015-12-31$292,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$108,762
Contract administrator fees2015-12-31$68,515
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32
Total income from all sources (including contributions)2014-12-31$2,874,199
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,407,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,344,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,776,290
Value of total assets at end of year2014-12-31$21,734,675
Value of total assets at beginning of year2014-12-31$20,267,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,399
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$644,015
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$42,513
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,466,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,733,698
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,267,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,400,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,002,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,097,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,109,925
Employer contributions (assets) at end of year2014-12-31$292,080
Employer contributions (assets) at beginning of year2014-12-31$264,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,344,261
Contract administrator fees2014-12-31$63,399
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,824,193
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$310,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$272,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,621,295
Value of total assets at end of year2013-12-31$20,267,191
Value of total assets at beginning of year2013-12-31$15,753,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,715
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$617,518
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$98
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$41,114
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,513,723
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,267,159
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,753,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,002,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,448,072
Interest on participant loans2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,202,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$994,093
Employer contributions (assets) at end of year2013-12-31$264,614
Employer contributions (assets) at beginning of year2013-12-31$264,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$272,755
Contract administrator fees2013-12-31$37,715
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICE CPAS, PLLC
Accountancy firm EIN2013-12-31621016830
2012 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,560,468
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,766,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,756,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,479,860
Value of total assets at end of year2012-12-31$15,753,436
Value of total assets at beginning of year2012-12-31$15,959,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,119
Total interest from all sources2012-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$543,105
Participant contributions at end of year2012-12-31$98
Participant contributions at beginning of year2012-12-31$910
Participant contributions at end of year2012-12-31$41,114
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-205,935
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,753,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,959,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,448,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,730,137
Interest on participant loans2012-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,080,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$936,505
Employer contributions (assets) at end of year2012-12-31$264,152
Employer contributions (assets) at beginning of year2012-12-31$228,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,756,284
Contract administrator fees2012-12-31$10,119
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICE CPAS, PLLC
Accountancy firm EIN2012-12-31621016830
2011 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,419,057
Total of all expenses incurred2011-12-31$1,697,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,695,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,802,151
Value of total assets at end of year2011-12-31$15,959,371
Value of total assets at beginning of year2011-12-31$16,237,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,423
Total interest from all sources2011-12-31$110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$539,800
Participant contributions at end of year2011-12-31$910
Participant contributions at beginning of year2011-12-31$3,282
Participant contributions at beginning of year2011-12-31$37,957
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$355,164
Other income not declared elsewhere2011-12-31$1,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-277,973
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,959,371
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,237,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,730,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,956,918
Interest on participant loans2011-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-384,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$907,187
Employer contributions (assets) at end of year2011-12-31$228,324
Employer contributions (assets) at beginning of year2011-12-31$239,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,695,607
Contract administrator fees2011-12-31$1,423
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICE CPAS, PLLC
Accountancy firm EIN2011-12-31621016830
2010 : THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,476,449
Total of all expenses incurred2010-12-31$1,788,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,788,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,117,285
Value of total assets at end of year2010-12-31$16,237,344
Value of total assets at beginning of year2010-12-31$14,549,117
Total interest from all sources2010-12-31$474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$605,053
Participant contributions at end of year2010-12-31$3,282
Participant contributions at beginning of year2010-12-31$7,828
Participant contributions at end of year2010-12-31$37,957
Participant contributions at beginning of year2010-12-31$44,206
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$509,245
Other income not declared elsewhere2010-12-31$980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,688,227
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,237,344
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,549,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,956,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,205,716
Interest on participant loans2010-12-31$474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,357,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,002,987
Employer contributions (assets) at end of year2010-12-31$239,187
Employer contributions (assets) at beginning of year2010-12-31$291,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,788,222
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICE CPAS, PLLC
Accountancy firm EIN2010-12-31621016830

Form 5500 Responses for THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN

2023: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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: THE SURGICAL CLINIC 401(K) PROFIT SHARING 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
2014: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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