401k Plan data: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST plan

SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	003

SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

SOUTHERN SURGICAL ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN SURGICAL ASSOCIATES, PA

Employer identification number (EIN): 721415334

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 GEORGE JAMES AZAR 2024-10-15
003 2022-01-01 GEORGE JAMES AZAR 2023-07-28
003 2021-01-01 GEORGE JAMES AZAR 2022-06-17
003 2020-01-01 GEORGE AZAR 2021-08-12
003 2019-01-01 GEORGE AZAR 2020-06-30
003 2018-01-01 GEORGE AZAR 2019-07-30
003 2017-01-01 GEORGE AZAR 2018-10-15
003 2016-01-01 PAM DAY 2017-06-02 PAM DAY 2017-06-02
003 2015-01-01 GEORGE AZAR 2016-06-28 GEORGE AZAR 2016-06-28
003 2014-01-01 WESLEY GIROD 2015-09-24 WESLEY GIROD 2015-09-24
003 2013-01-01
003 2012-01-01 ROBERT LANDIN
003 2011-01-01 ROBERT LANDIN
003 2010-01-01 ROBERT LANDIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	GEORGE JAMES AZAR	2024-10-15
003	2022-01-01	GEORGE JAMES AZAR	2023-07-28
003	2021-01-01	GEORGE JAMES AZAR	2022-06-17
003	2020-01-01	GEORGE AZAR	2021-08-12
003	2019-01-01	GEORGE AZAR	2020-06-30
003	2018-01-01	GEORGE AZAR	2019-07-30
003	2017-01-01	GEORGE AZAR	2018-10-15
003	2016-01-01	PAM DAY	2017-06-02	PAM DAY	2017-06-02
003	2015-01-01	GEORGE AZAR	2016-06-28	GEORGE AZAR	2016-06-28
003	2014-01-01	WESLEY GIROD	2015-09-24	WESLEY GIROD	2015-09-24
003	2013-01-01
003	2012-01-01	ROBERT LANDIN
003	2011-01-01	ROBERT LANDIN
003	2010-01-01	ROBERT LANDIN

Plan Statistics for SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 37
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2013: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	37
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$570,566
Expenses. Total of all expenses incurred	2013-12-31	$376
Benefits paid (including direct rollovers)	2013-12-31	$376
Total plan assets at end of year	2013-12-31	$2,914,649
Total plan assets at beginning of year	2013-12-31	$2,344,459
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$150,691
Contributions received from other sources (not participants or employers)	2013-12-31	$34,036
Other income received	2013-12-31	$186,046
Net income (gross income less expenses)	2013-12-31	$570,190
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,914,649
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,344,459
Assets. Value of participant loans	2013-12-31	$13,365
Total contributions received or receivable from employer(s)	2013-12-31	$199,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$561,396
Expenses. Total of all expenses incurred	2012-12-31	$8,305
Benefits paid (including direct rollovers)	2012-12-31	$8,305
Total plan assets at end of year	2012-12-31	$2,344,459
Total plan assets at beginning of year	2012-12-31	$1,791,368
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$156,222
Contributions received from other sources (not participants or employers)	2012-12-31	$119,805
Other income received	2012-12-31	$104,268
Net income (gross income less expenses)	2012-12-31	$553,091
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,344,459
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,791,368
Assets. Value of participant loans	2012-12-31	$42,440
Total contributions received or receivable from employer(s)	2012-12-31	$181,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$337,218
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,791,368
Total plan assets at beginning of year	2011-12-31	$1,454,150
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$123,289
Contributions received from other sources (not participants or employers)	2011-12-31	$91,723
Other income received	2011-12-31	$70,119
Net income (gross income less expenses)	2011-12-31	$337,218
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,791,368
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,454,150
Total contributions received or receivable from employer(s)	2011-12-31	$52,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$82,458
Total plan assets at end of year	2010-12-31	$1,454,150
Total plan assets at beginning of year	2010-12-31	$1,371,691
Value of fidelity bond covering the plan	2010-12-31	$175,000
Total contributions received or receivable from participants	2010-12-31	$0
Other income received	2010-12-31	$82,458
Net income (gross income less expenses)	2010-12-31	$82,458
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,454,150
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,371,691
Assets. Value of participant loans	2010-12-31	$100,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST

2013: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN SURGICAL ASSOCIATES, PA 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

538237X

Policy instance

Insurance contract or identification number	538237X
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name	TRINITY FINANCIAL PARTNERS

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

538237X

Policy instance

Insurance contract or identification number	538237X
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name	TRINITY FINANCIAL PARTNERS

LIFE OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

492319X

Policy instance

Insurance contract or identification number	492319X
Number of Individuals Covered	3
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

LIFE OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

492319X

Policy instance

Insurance contract or identification number	001485
Number of Individuals Covered	89
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $1,140
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,140
Insurance broker organization code?	3
Are there contracts with allocated funds for individual policies?	Yes

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Company Name:	SOUTHERN SURGICAL ASSOCIATES, PA
Employer identification number (EIN):	721415334
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists