401k Plan data: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN plan

SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 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

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

Company Name: SURGICAL ASSOCIATES, INC.

Employer identification number (EIN): 730760319

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about SURGICAL ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2004-07-13

Company Identification Number: C2662140

Legal Registered Office Address: 1401 Spanos Ct

Modesto
United States of America (USA)
95355

More information about SURGICAL ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LOUISE TROXELL 2023-09-05 LOUISE TROXELL 2023-09-05
001 2021-01-01 LOUISE TROXELL 2022-06-30 LOUISE TROXELL 2022-06-30
001 2020-01-01 LOUISE TROXELL 2021-07-27 LOUISE TROXELL 2021-07-27
001 2019-01-01 LOUISE TROXELL 2020-07-17 LOUISE TROXELL 2020-07-17
001 2018-01-01 LOUISE TROXELL LOUISE TROXELL 2019-07-24
001 2017-01-01 LOUISE TROXELL
001 2016-01-01 ELIZABETH SCHWARTZ
001 2015-01-01 ELIZABETH SCHWARTZ
001 2014-01-01 ELIZABETH SCHWARTZ
001 2013-01-01 ELIZABETH SCHWARTZ
001 2012-01-01 ELIZABETH SCHWARTZ
001 2011-01-01 ELIZABETH SCHWARTZ
001 2010-01-01 ELIZABETH SCHWARTZ ELIZABETH SCHWARTZ 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LOUISE TROXELL	2023-09-05	LOUISE TROXELL	2023-09-05
001	2021-01-01	LOUISE TROXELL	2022-06-30	LOUISE TROXELL	2022-06-30
001	2020-01-01	LOUISE TROXELL	2021-07-27	LOUISE TROXELL	2021-07-27
001	2019-01-01	LOUISE TROXELL	2020-07-17	LOUISE TROXELL	2020-07-17
001	2018-01-01	LOUISE TROXELL		LOUISE TROXELL	2019-07-24
001	2017-01-01	LOUISE TROXELL
001	2016-01-01	ELIZABETH SCHWARTZ
001	2015-01-01	ELIZABETH SCHWARTZ
001	2014-01-01	ELIZABETH SCHWARTZ
001	2013-01-01	ELIZABETH SCHWARTZ
001	2012-01-01	ELIZABETH SCHWARTZ
001	2011-01-01	ELIZABETH SCHWARTZ
001	2010-01-01	ELIZABETH SCHWARTZ		ELIZABETH SCHWARTZ	2011-07-25

Plan Statistics for SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2018: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 36
Number of participants with account balances 2018-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 31
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 37
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 38
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
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 8
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 8
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6

Measure	Date	Value
2018: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	36
Number of participants with account balances	2018-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	31
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	37
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	38
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
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	8
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	8
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6

Financial Data on SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2018 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-56,432
Expenses. Total of all expenses incurred	2018-12-31	$1,608,491
Benefits paid (including direct rollovers)	2018-12-31	$1,600,486
Total plan assets at end of year	2018-12-31	$15,219,696
Total plan assets at beginning of year	2018-12-31	$16,884,619
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$183,762
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$93,963
Other income received	2018-12-31	$-779,981
Net income (gross income less expenses)	2018-12-31	$-1,664,923
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,219,696
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$16,884,619
Assets. Value of participant loans	2018-12-31	$95,730
Total contributions received or receivable from employer(s)	2018-12-31	$445,824
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$7,120
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,219,125
Expenses. Total of all expenses incurred	2017-12-31	$683,503
Benefits paid (including direct rollovers)	2017-12-31	$680,483
Total plan assets at end of year	2017-12-31	$16,884,619
Total plan assets at beginning of year	2017-12-31	$14,348,997
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$186,851
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$500,000
Other income received	2017-12-31	$2,085,282
Net income (gross income less expenses)	2017-12-31	$2,535,622
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$16,884,619
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,348,997
Assets. Value of participant loans	2017-12-31	$86,192
Total contributions received or receivable from employer(s)	2017-12-31	$446,992
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$1,720
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,839,941
Expenses. Total of all expenses incurred	2016-12-31	$2,475,187
Benefits paid (including direct rollovers)	2016-12-31	$2,474,535
Total plan assets at end of year	2016-12-31	$14,348,997
Total plan assets at beginning of year	2016-12-31	$14,984,243
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$188,086
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,217,671
Net income (gross income less expenses)	2016-12-31	$-635,246
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,348,997
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,984,243
Assets. Value of participant loans	2016-12-31	$70,523
Total contributions received or receivable from employer(s)	2016-12-31	$434,184
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$652
2015 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$515,092
Expenses. Total of all expenses incurred	2015-12-31	$325,912
Benefits paid (including direct rollovers)	2015-12-31	$314,372
Total plan assets at end of year	2015-12-31	$14,984,243
Total plan assets at beginning of year	2015-12-31	$14,795,063
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$176,569
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$35,728
Other income received	2015-12-31	$-134,882
Net income (gross income less expenses)	2015-12-31	$189,180
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,984,243
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,795,063
Assets. Value of participant loans	2015-12-31	$127,266
Total contributions received or receivable from employer(s)	2015-12-31	$437,677
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$10,626
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,657,012
Expenses. Total of all expenses incurred	2014-12-31	$1,311,464
Benefits paid (including direct rollovers)	2014-12-31	$1,274,028
Total plan assets at end of year	2014-12-31	$14,795,063
Total plan assets at beginning of year	2014-12-31	$14,449,515
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$165,469
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$381,948
Other income received	2014-12-31	$719,037
Net income (gross income less expenses)	2014-12-31	$345,548
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,795,063
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$14,449,515
Assets. Value of participant loans	2014-12-31	$118,006
Total contributions received or receivable from employer(s)	2014-12-31	$390,558
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$1,436
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$36,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,780,709
Expenses. Total of all expenses incurred	2013-12-31	$895,316
Benefits paid (including direct rollovers)	2013-12-31	$847,666
Total plan assets at end of year	2013-12-31	$14,449,515
Total plan assets at beginning of year	2013-12-31	$13,564,122
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$148,183
Contributions received from other sources (not participants or employers)	2013-12-31	$33,443
Other income received	2013-12-31	$1,163,130
Net income (gross income less expenses)	2013-12-31	$885,393
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$14,449,515
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,564,122
Assets. Value of participant loans	2013-12-31	$104,180
Total contributions received or receivable from employer(s)	2013-12-31	$435,953
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$47,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,103,160
Expenses. Total of all expenses incurred	2012-12-31	$940,299
Benefits paid (including direct rollovers)	2012-12-31	$885,151
Total plan assets at end of year	2012-12-31	$13,564,122
Total plan assets at beginning of year	2012-12-31	$13,401,261
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$116,133
Other income received	2012-12-31	$567,868
Net income (gross income less expenses)	2012-12-31	$162,861
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,564,122
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$13,401,261
Assets. Value of participant loans	2012-12-31	$99,915
Total contributions received or receivable from employer(s)	2012-12-31	$419,159
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$55,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$757,661
Expenses. Total of all expenses incurred	2011-12-31	$656,967
Benefits paid (including direct rollovers)	2011-12-31	$624,911
Total plan assets at end of year	2011-12-31	$13,401,261
Total plan assets at beginning of year	2011-12-31	$13,300,567
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$112,926
Other income received	2011-12-31	$210,014
Net income (gross income less expenses)	2011-12-31	$100,694
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$13,401,261
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,300,567
Assets. Value of participant loans	2011-12-31	$106,943
Total contributions received or receivable from employer(s)	2011-12-31	$434,721
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$32,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,991,269
Expenses. Total of all expenses incurred	2010-12-31	$316,105
Benefits paid (including direct rollovers)	2010-12-31	$300,639
Total plan assets at end of year	2010-12-31	$13,300,567
Total plan assets at beginning of year	2010-12-31	$11,625,403
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$99,660
Other income received	2010-12-31	$1,438,179
Net income (gross income less expenses)	2010-12-31	$1,675,164
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,300,567
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,625,403
Assets. Value of participant loans	2010-12-31	$81,794
Total contributions received or receivable from employer(s)	2010-12-31	$453,430
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,466

Form 5500 Responses for SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

2018: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 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: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 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: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 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: SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 52218

Policy instance

Insurance contract or identification number	FL 52218
Number of Individuals Covered	36
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $47,050
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,559
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 52218

Policy instance

Insurance contract or identification number	FL 52218
Number of Individuals Covered	37
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $46,049
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,441
Insurance broker organization code?	3
Insurance broker name	JASON PERCY

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 52218

Policy instance

Insurance contract or identification number	FL 52218
Number of Individuals Covered	37
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $26,392
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,015
Insurance broker organization code?	3
Insurance broker name	GREG WOOD

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 52218

Policy instance

Insurance contract or identification number	1039709000
Number of Individuals Covered	857
Insurance policy start date	2007-10-01
Insurance policy end date	2008-09-30
Are there contracts with allocated funds for individual policies?	No
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	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Total amount of commissions paid to insurance broker	USD $44,767
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $12,157
Insurance broker organization code?	3
Insurance broker name	GREG WOOD

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Company Name:	SURGICAL ASSOCIATES, INC.
Employer identification number (EIN):	730760319
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2004-07-13
Company Identification Number:	C2662140
Legal Registered Office Address:	1401 Spanos Ct Modesto United States of America (USA) 95355