401k Plan data: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST plan

ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

ORANGE COUNTY UROLOGICAL ASSOC 401 K 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.
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

ORANGE COUNTY UROLOGICAL ASSOC has sponsored the creation of one or more 401k plans.

Company Name: ORANGE COUNTY UROLOGICAL ASSOC

Employer identification number (EIN): 061377495

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MURRAY SCHWALB
002 2017-01-01 M. DAVID SCHWALB
002 2016-01-01 MURRAY D SCHWALB 2017-07-13
002 2015-01-01 MURRAY SCHWALB 2016-07-14
002 2014-01-01 MURRAY D SCHWALB 2015-07-28
002 2013-01-01 M DAVID SCHWALB 2014-10-07 M DAVID SCHWALB 2014-10-07
002 2012-01-01 M DAVID SCHWALB M DAVID SCHWALB 2013-07-29
002 2011-01-01 M. DAVID SCHWALB
002 2009-01-01 M DAVID SCHWALB
002 2009-01-01 M DAVID SCHWALB
002 2009-01-01 M DAVID SCHWALB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	MURRAY SCHWALB
002	2017-01-01	M. DAVID SCHWALB
002	2016-01-01	MURRAY D SCHWALB	2017-07-13
002	2015-01-01	MURRAY SCHWALB	2016-07-14
002	2014-01-01	MURRAY D SCHWALB	2015-07-28
002	2013-01-01	M DAVID SCHWALB	2014-10-07	M DAVID SCHWALB	2014-10-07
002	2012-01-01	M DAVID SCHWALB		M DAVID SCHWALB	2013-07-29
002	2011-01-01	M. DAVID SCHWALB
002	2009-01-01	M DAVID SCHWALB
002	2009-01-01	M DAVID SCHWALB
002	2009-01-01	M DAVID SCHWALB

Plan Statistics for ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 2
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2012: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	2
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2012: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2023 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$404,802
Expenses. Total of all expenses incurred	2023-12-31	$343
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,277,099
Total plan assets at beginning of year	2023-12-31	$872,640
Value of fidelity bond covering the plan	2023-12-31	$90,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$373,452
Net income (gross income less expenses)	2023-12-31	$404,459
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,277,099
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$872,640
Total contributions received or receivable from employer(s)	2023-12-31	$31,350
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$343
2022 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-199,893
Expenses. Total of all expenses incurred	2022-12-31	$493
Benefits paid (including direct rollovers)	2022-12-31	$6
Total plan assets at end of year	2022-12-31	$872,640
Total plan assets at beginning of year	2022-12-31	$1,073,026
Value of fidelity bond covering the plan	2022-12-31	$107,303
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-203,491
Net income (gross income less expenses)	2022-12-31	$-200,386
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$872,640
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,073,026
Total contributions received or receivable from employer(s)	2022-12-31	$3,598
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$487
2021 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-52,805
Expenses. Total of all expenses incurred	2021-12-31	$57,290
Benefits paid (including direct rollovers)	2021-12-31	$56,762
Total plan assets at end of year	2021-12-31	$1,073,026
Total plan assets at beginning of year	2021-12-31	$1,183,121
Value of fidelity bond covering the plan	2021-12-31	$118,312
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-81,514
Net income (gross income less expenses)	2021-12-31	$-110,095
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,073,026
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,183,121
Total contributions received or receivable from employer(s)	2021-12-31	$28,709
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$366,566
Expenses. Total of all expenses incurred	2020-12-31	$426
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,183,121
Total plan assets at beginning of year	2020-12-31	$816,981
Value of fidelity bond covering the plan	2020-12-31	$90,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$350,816
Net income (gross income less expenses)	2020-12-31	$366,140
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,183,121
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$816,981
Total contributions received or receivable from employer(s)	2020-12-31	$15,750
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$426
2019 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$357,453
Expenses. Total of all expenses incurred	2019-12-31	$59,301
Benefits paid (including direct rollovers)	2019-12-31	$59,028
Total plan assets at end of year	2019-12-31	$816,981
Total plan assets at beginning of year	2019-12-31	$518,829
Value of fidelity bond covering the plan	2019-12-31	$90,000
Total contributions received or receivable from participants	2019-12-31	$679
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$335,024
Net income (gross income less expenses)	2019-12-31	$298,152
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$816,981
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$518,829
Total contributions received or receivable from employer(s)	2019-12-31	$21,750
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-7,392
Expenses. Total of all expenses incurred	2018-12-31	$245,702
Benefits paid (including direct rollovers)	2018-12-31	$245,575
Total plan assets at end of year	2018-12-31	$518,829
Total plan assets at beginning of year	2018-12-31	$771,923
Value of fidelity bond covering the plan	2018-12-31	$90,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-44,225
Net income (gross income less expenses)	2018-12-31	$-253,094
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$518,829
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$771,923
Total contributions received or receivable from employer(s)	2018-12-31	$36,833
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$-1,185,832
Expenses. Total of all expenses incurred	2017-12-31	$281,904
Benefits paid (including direct rollovers)	2017-12-31	$281,904
Total plan assets at end of year	2017-12-31	$771,923
Total plan assets at beginning of year	2017-12-31	$2,239,659
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-1,240,332
Net income (gross income less expenses)	2017-12-31	$-1,467,736
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$771,923
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,239,659
Total contributions received or receivable from employer(s)	2017-12-31	$54,500
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2012 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$254,310
Expenses. Total of all expenses incurred	2012-12-31	$20,290
Total plan assets at end of year	2012-12-31	$2,241,482
Total plan assets at beginning of year	2012-12-31	$2,007,462
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$20,290
Other income received	2012-12-31	$139,894
Net income (gross income less expenses)	2012-12-31	$234,020
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,241,482
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,007,462
Total contributions received or receivable from employer(s)	2012-12-31	$114,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,007,462
Total plan liabilities at beginning of year	2011-12-31	$2,009,330
Total income from all sources	2011-12-31	$16,042
Expenses. Total of all expenses incurred	2011-12-31	$17,910
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,007,462
Total plan assets at beginning of year	2011-12-31	$2,009,330
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$17,910
Other income received	2011-12-31	$-79,705
Net income (gross income less expenses)	2011-12-31	$-1,868
Total contributions received or receivable from employer(s)	2011-12-31	$95,747
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$307,352
Expenses. Total of all expenses incurred	2010-12-31	$14,097
Total plan assets at end of year	2010-12-31	$2,009,330
Total plan assets at beginning of year	2010-12-31	$1,716,075
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$14,097
Other income received	2010-12-31	$217,911
Net income (gross income less expenses)	2010-12-31	$293,255
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,009,330
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,716,075
Total contributions received or receivable from employer(s)	2010-12-31	$89,441
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST

2023: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORANGE COUNTY UROLOGICAL ASSOC 401 K 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: ORANGE COUNTY UROLOGICAL ASSOC 401 K 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: ORANGE COUNTY UROLOGICAL ASSOC 401 K 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: ORANGE COUNTY UROLOGICAL ASSOC 401 K 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
2012: ORANGE COUNTY UROLOGICAL ASSOC 401 K 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: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORANGE COUNTY UROLOGICAL ASSOC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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:	ORANGE COUNTY UROLOGICAL ASSOC
Employer identification number (EIN):	061377495
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)