401k Plan data: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST plan

SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: SURGICAL MANAGEMENT, INC.

Employer identification number (EIN): 752948371

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

Additional information about SURGICAL MANAGEMENT, INC.

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 1997-11-26

Company Identification Number: 19971334787

More information about SURGICAL MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DON DALE 2023-07-07
001 2021-01-01 DON DALE 2022-07-20
001 2020-01-01
001 2019-01-01
001 2018-01-01 GARY WHITE
001 2017-01-01 GARY WHITE
001 2016-01-01 GARY WHITE
001 2015-01-01 GARY WHITE
001 2014-01-01 GARY WHITE
001 2013-01-01 GARY WHITE
001 2012-01-01 GARY WHITE
001 2011-01-01 GARY WHITE
001 2010-01-01 GARY WHITE
001 2009-01-01 GARY WHITE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DON DALE	2023-07-07
001	2021-01-01	DON DALE	2022-07-20
001	2020-01-01
001	2019-01-01
001	2018-01-01	GARY WHITE
001	2017-01-01	GARY WHITE
001	2016-01-01	GARY WHITE
001	2015-01-01	GARY WHITE
001	2014-01-01	GARY WHITE
001	2013-01-01	GARY WHITE
001	2012-01-01	GARY WHITE
001	2011-01-01	GARY WHITE
001	2010-01-01	GARY WHITE
001	2009-01-01	GARY WHITE

Plan Statistics for SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 6
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 3
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 10
2011: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 10
2010: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 1
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	6
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	3
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	10
2011: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	10
2010: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	1
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2020 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$490,990
Expenses. Total of all expenses incurred	2020-12-31	$25,940
Total plan assets at end of year	2020-12-31	$2,208,736
Total plan assets at beginning of year	2020-12-31	$1,743,686
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$74,631
Other income received	2020-12-31	$277,465
Net income (gross income less expenses)	2020-12-31	$465,050
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,208,736
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,743,686
Assets. Value of participant loans	2020-12-31	$3,000
Total contributions received or receivable from employer(s)	2020-12-31	$138,894
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$789,813
Expenses. Total of all expenses incurred	2019-12-31	$1,947,797
Benefits paid (including direct rollovers)	2019-12-31	$1,908,556
Total plan assets at end of year	2019-12-31	$1,743,686
Total plan assets at beginning of year	2019-12-31	$2,901,670
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$76,647
Other income received	2019-12-31	$543,986
Net income (gross income less expenses)	2019-12-31	$-1,157,984
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,743,686
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,901,670
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$169,180
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$39,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$64,400
Expenses. Total of all expenses incurred	2018-12-31	$312,137
Benefits paid (including direct rollovers)	2018-12-31	$263,411
Total plan assets at end of year	2018-12-31	$2,901,670
Total plan assets at beginning of year	2018-12-31	$3,149,407
Value of fidelity bond covering the plan	2018-12-31	$315,000
Total contributions received or receivable from participants	2018-12-31	$93,007
Other income received	2018-12-31	$-210,433
Net income (gross income less expenses)	2018-12-31	$-247,737
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,901,670
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,149,407
Assets. Value of participant loans	2018-12-31	$16,042
Total contributions received or receivable from employer(s)	2018-12-31	$181,826
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$48,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$693,458
Expenses. Total of all expenses incurred	2017-12-31	$69,271
Benefits paid (including direct rollovers)	2017-12-31	$26,573
Total plan assets at end of year	2017-12-31	$3,149,407
Total plan assets at beginning of year	2017-12-31	$2,525,220
Value of fidelity bond covering the plan	2017-12-31	$253,000
Total contributions received or receivable from participants	2017-12-31	$84,971
Contributions received from other sources (not participants or employers)	2017-12-31	$2,852
Other income received	2017-12-31	$419,112
Net income (gross income less expenses)	2017-12-31	$624,187
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,149,407
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,525,220
Assets. Value of participant loans	2017-12-31	$33,086
Total contributions received or receivable from employer(s)	2017-12-31	$186,523
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$42,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$425,420
Expenses. Total of all expenses incurred	2016-12-31	$52,019
Benefits paid (including direct rollovers)	2016-12-31	$15,000
Total plan assets at end of year	2016-12-31	$2,525,220
Total plan assets at beginning of year	2016-12-31	$2,151,819
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$93,259
Other income received	2016-12-31	$152,506
Net income (gross income less expenses)	2016-12-31	$373,401
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,525,220
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,151,819
Assets. Value of participant loans	2016-12-31	$52,843
Total contributions received or receivable from employer(s)	2016-12-31	$179,655
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$37,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$198,807
Expenses. Total of all expenses incurred	2015-12-31	$45,856
Benefits paid (including direct rollovers)	2015-12-31	$14,699
Total plan assets at end of year	2015-12-31	$2,151,819
Total plan assets at beginning of year	2015-12-31	$1,998,868
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$82,353
Other income received	2015-12-31	$-53,175
Net income (gross income less expenses)	2015-12-31	$152,951
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,151,819
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,998,868
Assets. Value of participant loans	2015-12-31	$68,879
Total contributions received or receivable from employer(s)	2015-12-31	$169,629
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$31,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$334,972
Expenses. Total of all expenses incurred	2014-12-31	$32,763
Benefits paid (including direct rollovers)	2014-12-31	$5,246
Total plan assets at end of year	2014-12-31	$1,998,868
Total plan assets at beginning of year	2014-12-31	$1,696,659
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$87,299
Other income received	2014-12-31	$70,450
Net income (gross income less expenses)	2014-12-31	$302,209
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,998,868
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,696,659
Assets. Value of participant loans	2014-12-31	$19,773
Total contributions received or receivable from employer(s)	2014-12-31	$177,223
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$27,517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$500,570
Expenses. Total of all expenses incurred	2013-12-31	$23,458
Benefits paid (including direct rollovers)	2013-12-31	$1,183
Total plan assets at end of year	2013-12-31	$1,696,659
Total plan assets at beginning of year	2013-12-31	$1,219,547
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$100,786
Other income received	2013-12-31	$217,176
Net income (gross income less expenses)	2013-12-31	$477,112
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,696,659
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,219,547
Assets. Value of participant loans	2013-12-31	$20,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$945
Total contributions received or receivable from employer(s)	2013-12-31	$182,608
Value of corrective distributions	2013-12-31	$1,449
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$236,210
Expenses. Total of all expenses incurred	2012-12-31	$16,037
Total plan assets at end of year	2012-12-31	$1,219,547
Total plan assets at beginning of year	2012-12-31	$999,374
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$68,130
Other income received	2012-12-31	$138,519
Net income (gross income less expenses)	2012-12-31	$220,173
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,219,547
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$999,374
Total contributions received or receivable from employer(s)	2012-12-31	$29,561
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,037
2011 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$52,474
Expenses. Total of all expenses incurred	2011-12-31	$29,351
Benefits paid (including direct rollovers)	2011-12-31	$14,760
Total plan assets at end of year	2011-12-31	$999,374
Total plan assets at beginning of year	2011-12-31	$976,251
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$34,493
Contributions received from other sources (not participants or employers)	2011-12-31	$-6,649
Net income (gross income less expenses)	2011-12-31	$23,123
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$999,374
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$976,251
Total contributions received or receivable from employer(s)	2011-12-31	$24,630
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$174,548
Expenses. Total of all expenses incurred	2010-12-31	$12,092
Benefits paid (including direct rollovers)	2010-12-31	$28
Total plan assets at end of year	2010-12-31	$976,251
Total plan assets at beginning of year	2010-12-31	$813,795
Value of fidelity bond covering the plan	2010-12-31	$90,000
Total contributions received or receivable from participants	2010-12-31	$47,559
Other income received	2010-12-31	$110,872
Net income (gross income less expenses)	2010-12-31	$162,456
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$976,251
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$813,795
Total contributions received or receivable from employer(s)	2010-12-31	$16,117
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,064
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

2020: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 MANAGEMENT, INC. PROFIT SHARING PLAN & 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: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & 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: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & 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
2009: SURGICAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SURGICAL MANAGEMENT, INC.
Employer identification number (EIN):	752948371
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	1997-11-26
Company Identification Number:	19971334787