Civic Intelligence
Filing

Cahaba Valley Surgical Group Pension Plan

Cahaba Valley Surgical Group, P.C. • EIN 63-1132437 • Alabaster, AL • Plan year 2005

Company ProfileSource Archive
644 2nd Street NE, Suite 206Alabaster, AL 35007
Filing Insights

Participants

Down

14 → 11

-3 • -21.43%

Assets

Up

$198,330 → $241,290

$42,960 • 21.66%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$42,960

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024112$3,493,200$61,246$5,104iApproximate average salary by contribution assumption: employee only about $127,596 at 4% or $85,064 at 6%; with 50% employer match about $85,064 at 4% or $56,709 at 6%; with 100% employer match about $63,798 at 4% or $42,532 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-12$3,493,200$61,246$5,104iApproximate average salary by contribution assumption: employee only about $127,596 at 4% or $85,064 at 6%; with 50% employer match about $85,064 at 4% or $56,709 at 6%; with 100% employer match about $63,798 at 4% or $42,532 at 6%.
2023111$2,990,167$42,835$3,894iApproximate average salary by contribution assumption: employee only about $97,352 at 4% or $64,902 at 6%; with 50% employer match about $64,902 at 4% or $43,268 at 6%; with 100% employer match about $48,676 at 4% or $32,451 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-11$2,990,167$42,835$3,894iApproximate average salary by contribution assumption: employee only about $97,352 at 4% or $64,902 at 6%; with 50% employer match about $64,902 at 4% or $43,268 at 6%; with 100% employer match about $48,676 at 4% or $32,451 at 6%.
2022111$2,711,798$76,530$6,957iApproximate average salary by contribution assumption: employee only about $173,932 at 4% or $115,955 at 6%; with 50% employer match about $115,955 at 4% or $77,303 at 6%; with 100% employer match about $86,966 at 4% or $57,977 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-11$2,711,798$76,530$6,957iApproximate average salary by contribution assumption: employee only about $173,932 at 4% or $115,955 at 6%; with 50% employer match about $115,955 at 4% or $77,303 at 6%; with 100% employer match about $86,966 at 4% or $57,977 at 6%.
2021115$4,057,253$23,467$1,564iApproximate average salary by contribution assumption: employee only about $39,112 at 4% or $26,074 at 6%; with 50% employer match about $26,074 at 4% or $17,383 at 6%; with 100% employer match about $19,556 at 4% or $13,037 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$4,057,253$23,467$1,564iApproximate average salary by contribution assumption: employee only about $39,112 at 4% or $26,074 at 6%; with 50% employer match about $26,074 at 4% or $17,383 at 6%; with 100% employer match about $19,556 at 4% or $13,037 at 6%.
2020115$3,379,610$35,904$2,394iApproximate average salary by contribution assumption: employee only about $59,840 at 4% or $39,893 at 6%; with 50% employer match about $39,893 at 4% or $26,596 at 6%; with 100% employer match about $29,920 at 4% or $19,947 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$3,379,610$35,904$2,394iApproximate average salary by contribution assumption: employee only about $59,840 at 4% or $39,893 at 6%; with 50% employer match about $39,893 at 4% or $26,596 at 6%; with 100% employer match about $29,920 at 4% or $19,947 at 6%.
2019115$3,136,435$108,126$7,208iApproximate average salary by contribution assumption: employee only about $180,210 at 4% or $120,140 at 6%; with 50% employer match about $120,140 at 4% or $80,093 at 6%; with 100% employer match about $90,105 at 4% or $60,070 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$3,136,435$108,126$7,208iApproximate average salary by contribution assumption: employee only about $180,210 at 4% or $120,140 at 6%; with 50% employer match about $120,140 at 4% or $80,093 at 6%; with 100% employer match about $90,105 at 4% or $60,070 at 6%.
2018116$2,591,817$88,799$5,550iApproximate average salary by contribution assumption: employee only about $138,748 at 4% or $92,499 at 6%; with 50% employer match about $92,499 at 4% or $61,666 at 6%; with 100% employer match about $69,374 at 4% or $46,249 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-16$2,591,817$88,799$5,550iApproximate average salary by contribution assumption: employee only about $138,748 at 4% or $92,499 at 6%; with 50% employer match about $92,499 at 4% or $61,666 at 6%; with 100% employer match about $69,374 at 4% or $46,249 at 6%.
2017116$2,694,315$96,223$6,014iApproximate average salary by contribution assumption: employee only about $150,348 at 4% or $100,232 at 6%; with 50% employer match about $100,232 at 4% or $66,822 at 6%; with 100% employer match about $75,174 at 4% or $50,116 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-16$2,694,315$96,223$6,014iApproximate average salary by contribution assumption: employee only about $150,348 at 4% or $100,232 at 6%; with 50% employer match about $100,232 at 4% or $66,822 at 6%; with 100% employer match about $75,174 at 4% or $50,116 at 6%.
2016115$2,243,899$84,600$5,640iApproximate average salary by contribution assumption: employee only about $141,000 at 4% or $94,000 at 6%; with 50% employer match about $94,000 at 4% or $62,667 at 6%; with 100% employer match about $70,500 at 4% or $47,000 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$2,243,899$84,600$5,640iApproximate average salary by contribution assumption: employee only about $141,000 at 4% or $94,000 at 6%; with 50% employer match about $94,000 at 4% or $62,667 at 6%; with 100% employer match about $70,500 at 4% or $47,000 at 6%.
2015115$2,039,395$85,149$5,677iApproximate average salary by contribution assumption: employee only about $141,915 at 4% or $94,610 at 6%; with 50% employer match about $94,610 at 4% or $63,073 at 6%; with 100% employer match about $70,958 at 4% or $47,305 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$2,039,395$85,149$5,677iApproximate average salary by contribution assumption: employee only about $141,915 at 4% or $94,610 at 6%; with 50% employer match about $94,610 at 4% or $63,073 at 6%; with 100% employer match about $70,958 at 4% or $47,305 at 6%.
2014115$1,991,521$76,685$5,112iApproximate average salary by contribution assumption: employee only about $127,808 at 4% or $85,206 at 6%; with 50% employer match about $85,206 at 4% or $56,804 at 6%; with 100% employer match about $63,904 at 4% or $42,603 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-15$1,991,521$76,685$5,112iApproximate average salary by contribution assumption: employee only about $127,808 at 4% or $85,206 at 6%; with 50% employer match about $85,206 at 4% or $56,804 at 6%; with 100% employer match about $63,904 at 4% or $42,603 at 6%.
2013111$1,852,375$75,034$6,821iApproximate average salary by contribution assumption: employee only about $170,532 at 4% or $113,688 at 6%; with 50% employer match about $113,688 at 4% or $75,792 at 6%; with 100% employer match about $85,266 at 4% or $56,844 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-11$1,852,375$75,034$6,821iApproximate average salary by contribution assumption: employee only about $170,532 at 4% or $113,688 at 6%; with 50% employer match about $113,688 at 4% or $75,792 at 6%; with 100% employer match about $85,266 at 4% or $56,844 at 6%.
201219$2,180,477$73,347$8,150iApproximate average salary by contribution assumption: employee only about $203,742 at 4% or $135,828 at 6%; with 50% employer match about $135,828 at 4% or $90,552 at 6%; with 100% employer match about $101,871 at 4% or $67,914 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-9$2,180,477$73,347$8,150iApproximate average salary by contribution assumption: employee only about $203,742 at 4% or $135,828 at 6%; with 50% employer match about $135,828 at 4% or $90,552 at 6%; with 100% employer match about $101,871 at 4% or $67,914 at 6%.
201129$1,903,409$69,416$7,713iApproximate average salary by contribution assumption: employee only about $192,822 at 4% or $128,548 at 6%; with 50% employer match about $128,548 at 4% or $85,699 at 6%; with 100% employer match about $96,411 at 4% or $64,274 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-9$1,903,409$69,416$7,713iApproximate average salary by contribution assumption: employee only about $192,822 at 4% or $128,548 at 6%; with 50% employer match about $128,548 at 4% or $85,699 at 6%; with 100% employer match about $96,411 at 4% or $64,274 at 6%.
Cahaba Valley Surgical Group Pension Plan-0$0--
2010214$1,808,068$335,656$23,975iApproximate average salary by contribution assumption: employee only about $599,386 at 4% or $399,590 at 6%; with 50% employer match about $399,590 at 4% or $266,394 at 6%; with 100% employer match about $299,693 at 4% or $199,795 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-14$1,805,903$335,656$23,975iApproximate average salary by contribution assumption: employee only about $599,386 at 4% or $399,590 at 6%; with 50% employer match about $399,590 at 4% or $266,394 at 6%; with 100% employer match about $299,693 at 4% or $199,795 at 6%.
Cahaba Valley Surgical Group Pension Plan-2$2,165--
2009211$2,209,506$129,143$11,740iApproximate average salary by contribution assumption: employee only about $293,507 at 4% or $195,671 at 6%; with 50% employer match about $195,671 at 4% or $130,447 at 6%; with 100% employer match about $146,753 at 4% or $97,836 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-11$1,892,694$53,289$4,844iApproximate average salary by contribution assumption: employee only about $121,111 at 4% or $80,741 at 6%; with 50% employer match about $80,741 at 4% or $53,827 at 6%; with 100% employer match about $60,556 at 4% or $40,370 at 6%.
Cahaba Valley Surgical Group Pension Plan-9$316,812$75,854$8,428iApproximate average salary by contribution assumption: employee only about $210,706 at 4% or $140,470 at 6%; with 50% employer match about $140,470 at 4% or $93,647 at 6%; with 100% employer match about $105,353 at 4% or $70,235 at 6%.
2008210$0$0-
Cahaba Valley Surgical Group PC. Profit Sharing Plan-10---
Cahaba Valley Surgical Group Pension Plan-9---
2007212$0$0-
Cahaba Valley Surgical Group Pension Plan-10---
Cahaba Valley Surgical Group PC. Profit Sharing Plan-12---
2006210$2,424,326$118,582$11,858iApproximate average salary by contribution assumption: employee only about $296,455 at 4% or $197,637 at 6%; with 50% employer match about $197,637 at 4% or $131,758 at 6%; with 100% employer match about $148,228 at 4% or $98,818 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-10$2,133,437$103,774$10,377iApproximate average salary by contribution assumption: employee only about $259,435 at 4% or $172,957 at 6%; with 50% employer match about $172,957 at 4% or $115,304 at 6%; with 100% employer match about $129,718 at 4% or $86,478 at 6%.
Cahaba Valley Surgical Group Pension Plan-10$290,889$14,808$1,481iApproximate average salary by contribution assumption: employee only about $37,020 at 4% or $24,680 at 6%; with 50% employer match about $24,680 at 4% or $16,453 at 6%; with 100% employer match about $18,510 at 4% or $12,340 at 6%.
2005211$2,060,197$90,154$8,196iApproximate average salary by contribution assumption: employee only about $204,895 at 4% or $136,597 at 6%; with 50% employer match about $136,597 at 4% or $91,065 at 6%; with 100% employer match about $102,448 at 4% or $68,298 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-11$1,818,907$55,589$5,054iApproximate average salary by contribution assumption: employee only about $126,339 at 4% or $84,226 at 6%; with 50% employer match about $84,226 at 4% or $56,151 at 6%; with 100% employer match about $63,169 at 4% or $42,113 at 6%.
Cahaba Valley Surgical Group Pension PlanCurrent11$241,290$34,565$3,142iApproximate average salary by contribution assumption: employee only about $78,557 at 4% or $52,371 at 6%; with 50% employer match about $52,371 at 4% or $34,914 at 6%; with 100% employer match about $39,278 at 4% or $26,186 at 6%.
2004212$1,902,311$306,571$25,548iApproximate average salary by contribution assumption: employee only about $638,690 at 4% or $425,793 at 6%; with 50% employer match about $425,793 at 4% or $283,862 at 6%; with 100% employer match about $319,345 at 4% or $212,897 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-12$1,703,981$185,897$15,491iApproximate average salary by contribution assumption: employee only about $387,285 at 4% or $258,190 at 6%; with 50% employer match about $258,190 at 4% or $172,127 at 6%; with 100% employer match about $193,643 at 4% or $129,095 at 6%.
Cahaba Valley Surgical Group Pension Plan-12$198,330$120,674$10,056iApproximate average salary by contribution assumption: employee only about $251,404 at 4% or $167,603 at 6%; with 50% employer match about $167,603 at 4% or $111,735 at 6%; with 100% employer match about $125,702 at 4% or $83,801 at 6%.
200329$1,426,157$218,198$24,244iApproximate average salary by contribution assumption: employee only about $606,106 at 4% or $404,070 at 6%; with 50% employer match about $404,070 at 4% or $269,380 at 6%; with 100% employer match about $303,053 at 4% or $202,035 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-9$1,347,972$140,013$15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%.
Cahaba Valley Surgical Group Pension Plan-9$78,185$78,185$8,687iApproximate average salary by contribution assumption: employee only about $217,181 at 4% or $144,787 at 6%; with 50% employer match about $144,787 at 4% or $96,525 at 6%; with 100% employer match about $108,590 at 4% or $72,394 at 6%.
200217$927,483$139,847$19,978iApproximate average salary by contribution assumption: employee only about $499,454 at 4% or $332,969 at 6%; with 50% employer match about $332,969 at 4% or $221,979 at 6%; with 100% employer match about $249,727 at 4% or $166,485 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-7$927,483$139,847$19,978iApproximate average salary by contribution assumption: employee only about $499,454 at 4% or $332,969 at 6%; with 50% employer match about $332,969 at 4% or $221,979 at 6%; with 100% employer match about $249,727 at 4% or $166,485 at 6%.
200127$0$0-
Cahaba Valley Surgical Group PC. Profit Sharing Plan-6---
Cahaba Valley Surgical Group Pension Plan-7---
200028$1,008,887$102,090$12,761iApproximate average salary by contribution assumption: employee only about $319,031 at 4% or $212,688 at 6%; with 50% employer match about $212,688 at 4% or $141,792 at 6%; with 100% employer match about $159,516 at 4% or $106,344 at 6%.
Cahaba Valley Surgical Group PC. Profit Sharing Plan-7$861,130$45,169$6,453iApproximate average salary by contribution assumption: employee only about $161,318 at 4% or $107,545 at 6%; with 50% employer match about $107,545 at 4% or $71,697 at 6%; with 100% employer match about $80,659 at 4% or $53,773 at 6%.
Cahaba Valley Surgical Group Pension Plan-8$147,757$56,921$7,115iApproximate average salary by contribution assumption: employee only about $177,878 at 4% or $118,585 at 6%; with 50% employer match about $118,585 at 4% or $79,057 at 6%; with 100% employer match about $88,939 at 4% or $59,293 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$241,290$42,960 change

Balance Sheet

Beginning and end of plan year.

Total assets$198,330$241,290Increase +$42,960 (21.66%)
Total liabilities$0$0No change $0
Net assets$198,330$241,290Increase +$42,960 (21.66%)

Contributions

Employer contributions$34,565
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$42,960
Total expenses$0
Net income$42,960
Source fields
Schedule I source fields
Filing Id
84037347344306
Schedule I EIN
63-1132437
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$198,330
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$198,330
Small plan total assets at end of year
$241,290
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$241,290
Small plan employer contributions
$34,565
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$8,395
Small plan total income
$42,960
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$42,960
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$200,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037347344306
Schedule R EIN
63-1132437
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No
Pension Satisfy Cover Basis Code
1