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INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 401k Plan overview

Plan NameINTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN
Plan identification number 002

INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN Benefits

401k Plan TypeDefined 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INTERNAL MEDICINE & GERIATRICS OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE & GERIATRICS OF WASHINGTON
Employer identification number (EIN):251120740
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2018-10-12
0022016-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2017-10-13
0022015-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2016-10-12
0022014-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2015-09-24
0022013-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2014-10-09
0022012-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2013-10-09
0022011-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2012-09-24
0022009-01-01RICHARD M HAHN, MD RICHARD M HAHN, MD2010-10-07

Plan Statistics for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

401k plan membership statisitcs for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Measure Date Value
2022: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Measure Date Value
2022 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-477,494
Expenses. Total of all expenses incurred2022-12-31$40,981
Total plan assets at end of year2022-12-31$3,176,392
Total plan assets at beginning of year2022-12-31$3,694,867
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$54,000
Other income received2022-12-31$-599,875
Net income (gross income less expenses)2022-12-31$-518,475
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,176,392
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,694,867
Total contributions received or receivable from employer(s)2022-12-31$68,381
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$40,981
2021 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$492,441
Expenses. Total of all expenses incurred2021-12-31$43,469
Total plan assets at end of year2021-12-31$3,694,867
Total plan assets at beginning of year2021-12-31$3,245,895
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$39,272
Other income received2021-12-31$400,352
Net income (gross income less expenses)2021-12-31$448,972
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,694,867
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,245,895
Total contributions received or receivable from employer(s)2021-12-31$52,817
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$43,469
2020 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$404,447
Expenses. Total of all expenses incurred2020-12-31$126,597
Benefits paid (including direct rollovers)2020-12-31$95,000
Total plan assets at end of year2020-12-31$3,245,895
Total plan assets at beginning of year2020-12-31$2,968,045
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$52,000
Other income received2020-12-31$281,976
Net income (gross income less expenses)2020-12-31$277,850
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,245,895
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,968,045
Total contributions received or receivable from employer(s)2020-12-31$70,471
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$31,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$631,862
Expenses. Total of all expenses incurred2019-12-31$691,969
Benefits paid (including direct rollovers)2019-12-31$663,556
Total plan assets at end of year2019-12-31$2,968,045
Total plan assets at beginning of year2019-12-31$3,028,152
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$525,755
Net income (gross income less expenses)2019-12-31$-60,107
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,968,045
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,028,152
Total contributions received or receivable from employer(s)2019-12-31$106,107
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$28,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$106,107
Amount contributed by the employer to the plan for this plan year2019-12-31$106,107
2018 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-45,612
Expenses. Total of all expenses incurred2018-12-31$1,231,064
Benefits paid (including direct rollovers)2018-12-31$1,200,636
Total plan assets at end of year2018-12-31$3,028,152
Total plan assets at beginning of year2018-12-31$4,304,828
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$618
Other income received2018-12-31$-153,005
Net income (gross income less expenses)2018-12-31$-1,276,676
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,028,152
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,304,828
Total contributions received or receivable from employer(s)2018-12-31$107,393
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$29,810
2017 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$638,885
Expenses. Total of all expenses incurred2017-12-31$52,089
Benefits paid (including direct rollovers)2017-12-31$26,323
Total plan assets at end of year2017-12-31$4,304,828
Total plan assets at beginning of year2017-12-31$3,718,032
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$252
Other income received2017-12-31$526,721
Net income (gross income less expenses)2017-12-31$586,796
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,304,828
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,718,032
Total contributions received or receivable from employer(s)2017-12-31$112,164
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25,514
2016 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$374,823
Expenses. Total of all expenses incurred2016-12-31$90,876
Benefits paid (including direct rollovers)2016-12-31$69,848
Total plan assets at end of year2016-12-31$3,718,032
Total plan assets at beginning of year2016-12-31$3,434,085
Value of fidelity bond covering the plan2016-12-31$400,000
Expenses. Other expenses not covered elsewhere2016-12-31$115
Other income received2016-12-31$257,910
Net income (gross income less expenses)2016-12-31$283,947
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,718,032
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,434,085
Total contributions received or receivable from employer(s)2016-12-31$116,913
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20,913
2015 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$63,368
Expenses. Total of all expenses incurred2015-12-31$42,733
Benefits paid (including direct rollovers)2015-12-31$22,500
Total plan assets at end of year2015-12-31$3,434,085
Total plan assets at beginning of year2015-12-31$3,413,450
Value of fidelity bond covering the plan2015-12-31$400,000
Expenses. Other expenses not covered elsewhere2015-12-31$93
Other income received2015-12-31$-53,102
Net income (gross income less expenses)2015-12-31$20,635
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,434,085
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,413,450
Total contributions received or receivable from employer(s)2015-12-31$116,470
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$20,140
2014 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$304,527
Expenses. Total of all expenses incurred2014-12-31$97,756
Benefits paid (including direct rollovers)2014-12-31$76,890
Total plan assets at end of year2014-12-31$3,413,450
Total plan assets at beginning of year2014-12-31$3,206,679
Value of fidelity bond covering the plan2014-12-31$400,000
Expenses. Other expenses not covered elsewhere2014-12-31$245
Other income received2014-12-31$195,119
Net income (gross income less expenses)2014-12-31$206,771
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,413,450
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,206,679
Total contributions received or receivable from employer(s)2014-12-31$109,408
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,621
2013 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$532,685
Expenses. Total of all expenses incurred2013-12-31$215,418
Benefits paid (including direct rollovers)2013-12-31$200,000
Total plan assets at end of year2013-12-31$3,206,679
Total plan assets at beginning of year2013-12-31$2,889,412
Value of fidelity bond covering the plan2013-12-31$300,000
Expenses. Other expenses not covered elsewhere2013-12-31$282
Other income received2013-12-31$421,397
Net income (gross income less expenses)2013-12-31$317,267
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,206,679
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,889,412
Total contributions received or receivable from employer(s)2013-12-31$111,288
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,136
2012 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$349,334
Expenses. Total of all expenses incurred2012-12-31$13,212
Total plan assets at end of year2012-12-31$2,889,412
Total plan assets at beginning of year2012-12-31$2,553,290
Expenses. Other expenses not covered elsewhere2012-12-31$219
Other income received2012-12-31$252,670
Net income (gross income less expenses)2012-12-31$336,122
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,889,412
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,553,290
Total contributions received or receivable from employer(s)2012-12-31$96,664
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,993
2011 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$146,914
Expenses. Total of all expenses incurred2011-12-31$145,182
Benefits paid (including direct rollovers)2011-12-31$133,166
Total plan assets at end of year2011-12-31$2,553,290
Total plan assets at beginning of year2011-12-31$2,551,558
Expenses. Other expenses not covered elsewhere2011-12-31$196
Other income received2011-12-31$53,348
Net income (gross income less expenses)2011-12-31$1,732
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,553,290
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,551,558
Total contributions received or receivable from employer(s)2011-12-31$93,566
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,820
2010 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$312,859
Expenses. Total of all expenses incurred2010-12-31$8,006
Total plan assets at end of year2010-12-31$2,551,558
Total plan assets at beginning of year2010-12-31$2,246,705
Expenses. Other expenses not covered elsewhere2010-12-31$8,006
Other income received2010-12-31$218,430
Net income (gross income less expenses)2010-12-31$304,853
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,551,558
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,246,705
Total contributions received or receivable from employer(s)2010-12-31$94,429

Form 5500 Responses for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

2022: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145247
Policy instance 1
Insurance contract or identification number145247
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,713
Total amount of fees paid to insurance companyUSD $132
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,713
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145247
Policy instance 1
Insurance contract or identification number145247
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,782
Total amount of fees paid to insurance companyUSD $137
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,782
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145247
Policy instance 1
Insurance contract or identification number145247
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,148
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $640
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,038
Total amount of fees paid to insurance companyUSD $138
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,038
Amount paid for insurance broker fees138
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS OVERRIDE COMMISSIONS
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,024
Total amount of fees paid to insurance companyUSD $132
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,024
Amount paid for insurance broker fees132
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS OVERRIDE COMMISSIONS
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,640
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,473
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,135
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,824
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,015
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,799
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,122
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,940
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS
Insurance broker nameSECURITIES AMERICA
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,150
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,002
Additional information about fees paid to insurance brokerRETENTION COMMISSIONS
Insurance broker nameSECURITIES AMERICA
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,421
Total amount of fees paid to insurance companyUSD $104
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05053237
Policy instance 1
Insurance contract or identification numberVR05053237
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,204
Total amount of fees paid to insurance companyUSD $111
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,204
Amount paid for insurance broker fees111
Additional information about fees paid to insurance brokerOVERRIDE COMMISSIONS
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA

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