401k Plan data: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN plan

SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSITE DIGESTIVE HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name: INSITE DIGESTIVE HEALTH CARE

Employer identification number (EIN): 274993653

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 TOM TREINEN 2024-10-08
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TOM TREINEN
001 2016-01-01 TOM TREINEN TOM TREINEN 2017-10-16
001 2015-01-01 TOM TREINEN TOM TREINEN 2016-10-17
001 2014-01-01 TOM TREINEN TOM TREINEN 2015-10-14
001 2014-01-01 TOM TREINEN TOM TREINEN 2015-11-19
001 2013-01-01 KENNETH HEPPS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	TOM TREINEN	2024-10-08
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TOM TREINEN
001	2016-01-01	TOM TREINEN		TOM TREINEN	2017-10-16
001	2015-01-01	TOM TREINEN		TOM TREINEN	2016-10-17
001	2014-01-01	TOM TREINEN		TOM TREINEN	2015-10-14
001	2014-01-01	TOM TREINEN		TOM TREINEN	2015-11-19
001	2013-01-01	KENNETH HEPPS

Plan Statistics for SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 225
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 62
Total of all active and inactive participants 2022-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 290
Number of participants with account balances 2022-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 205
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 149
Total of all active and inactive participants 2021-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 363
Number of participants with account balances 2021-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 205
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 126
Total of all active and inactive participants 2020-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 333
Number of participants with account balances 2020-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 193
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 96
Total of all active and inactive participants 2019-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 296
Number of participants with account balances 2019-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 207
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 66
Total of all active and inactive participants 2018-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 275
Number of participants with account balances 2018-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 187
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 246
Number of participants with account balances 2017-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 183
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 236
Number of participants with account balances 2016-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 161
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 200
Number of participants with account balances 2015-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 109
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 137
Total participants 2014-01-01 137
Number of participants with account balances 2014-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 114
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 125
Total participants 2013-01-01 125
Number of participants with account balances 2013-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	225
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	62
Total of all active and inactive participants	2022-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	290
Number of participants with account balances	2022-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	205
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	149
Total of all active and inactive participants	2021-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	363
Number of participants with account balances	2021-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	205
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	126
Total of all active and inactive participants	2020-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	333
Number of participants with account balances	2020-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	193
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	96
Total of all active and inactive participants	2019-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	296
Number of participants with account balances	2019-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	207
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	66
Total of all active and inactive participants	2018-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	275
Number of participants with account balances	2018-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	187
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	246
Number of participants with account balances	2017-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	183
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	236
Number of participants with account balances	2016-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	161
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	200
Number of participants with account balances	2015-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	109
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	137
Total participants	2014-01-01	137
Number of participants with account balances	2014-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	114
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	125
Total participants	2013-01-01	125
Number of participants with account balances	2013-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,898,110
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$34,386,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$34,324,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$321,350
Value of total assets at end of year	2023-12-31	$2
Value of total assets at beginning of year	2023-12-31	$30,488,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$61,571
Total interest from all sources	2023-12-31	$7,004
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$160,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$160,450
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$86,970
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$285,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-30,488,066
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$30,488,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$30,202,605
Interest on participant loans	2023-12-31	$7,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,409,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$234,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$34,324,605
Contract administrator fees	2023-12-31	$26,874
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-12-31	300840934
2022 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,147,771
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$887,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$863,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,201,271
Value of total assets at end of year	2022-12-31	$30,488,068
Value of total assets at beginning of year	2022-12-31	$34,523,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,018
Total interest from all sources	2022-12-31	$15,268
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$570,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$570,156
Administrative expenses professional fees incurred	2022-12-31	$270
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,736,175
Participant contributions at end of year	2022-12-31	$285,463
Participant contributions at beginning of year	2022-12-31	$251,934
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$27,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,035,688
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,488,068
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,523,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$30,202,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,271,822
Interest on participant loans	2022-12-31	$15,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,934,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,437,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$863,899
Contract administrator fees	2022-12-31	$23,748
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,750,159
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$589,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$516,970
Value of total corrective distributions	2021-12-31	$6,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,773,327
Value of total assets at end of year	2021-12-31	$34,527,426
Value of total assets at beginning of year	2021-12-31	$27,366,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,212
Total interest from all sources	2021-12-31	$14,259
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,743,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,743,673
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,606,565
Participant contributions at end of year	2021-12-31	$251,934
Participant contributions at beginning of year	2021-12-31	$231,609
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$56,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,160,656
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,527,426
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,366,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$53,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,275,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,135,161
Interest on participant loans	2021-12-31	$14,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,218,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,109,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$516,970
Contract administrator fees	2021-12-31	$12,305
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,101,142
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$447,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$380,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,710,409
Value of total assets at end of year	2020-12-31	$27,366,770
Value of total assets at beginning of year	2020-12-31	$20,713,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$67,006
Total interest from all sources	2020-12-31	$17,422
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$-21,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$-21,754
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,503,628
Participant contributions at end of year	2020-12-31	$231,609
Participant contributions at beginning of year	2020-12-31	$293,374
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$116,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,653,762
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,366,770
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,713,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$58,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,135,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,419,634
Interest on participant loans	2020-12-31	$17,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,395,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,090,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$380,374
Contract administrator fees	2020-12-31	$8,997
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,892,067
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$361,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$302,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,370,639
Value of total assets at end of year	2019-12-31	$20,713,008
Value of total assets at beginning of year	2019-12-31	$15,182,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$59,094
Total interest from all sources	2019-12-31	$16,130
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$798,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$798,019
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,351,466
Participant contributions at end of year	2019-12-31	$293,374
Participant contributions at beginning of year	2019-12-31	$214,539
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,530,513
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,713,008
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,182,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$54,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,419,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,967,956
Interest on participant loans	2019-12-31	$16,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,707,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$984,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$302,460
Contract administrator fees	2019-12-31	$5,065
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,271,857
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$185,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$127,361
Value of total corrective distributions	2018-12-31	$3,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,176,288
Value of total assets at end of year	2018-12-31	$15,182,495
Value of total assets at beginning of year	2018-12-31	$14,095,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$54,937
Total interest from all sources	2018-12-31	$11,631
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$121,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$121,271
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,224,534
Assets. Loans (other than to participants) at end of year	2018-12-31	$214,539
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$160,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,086,542
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,182,495
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,095,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$46,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,967,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,935,764
Interest on participant loans	2018-12-31	$11,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,037,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$951,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$127,361
Contract administrator fees	2018-12-31	$8,540
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,123,600
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$339,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$281,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,012,679
Value of total assets at end of year	2017-12-31	$14,095,953
Value of total assets at beginning of year	2017-12-31	$10,311,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,063
Total interest from all sources	2017-12-31	$7,808
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$279,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$279,116
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,103,047
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$92,560
Assets. Loans (other than to participants) at end of year	2017-12-31	$160,189
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$107,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,784,275
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,095,953
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,311,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$53,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,935,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,204,495
Interest on participant loans	2017-12-31	$7,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,823,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$817,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$281,262
Contract administrator fees	2017-12-31	$5,047
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,706,978
Total of all expenses incurred	2016-12-31	$86,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$35,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,868,475
Value of total assets at end of year	2016-12-31	$10,311,678
Value of total assets at beginning of year	2016-12-31	$7,690,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,749
Total interest from all sources	2016-12-31	$2,831
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$296,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$296,306
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$920,595
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$120,864
Assets. Loans (other than to participants) at end of year	2016-12-31	$107,183
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$68,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,620,852
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,311,678
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,690,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$45,654
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,204,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,622,163
Interest on participant loans	2016-12-31	$2,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$539,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$827,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$35,377
Contract administrator fees	2016-12-31	$5,095
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934
2015 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$1,392,706
Total income from all sources (including contributions)	2015-12-31	$1,281,502
Total of all expenses incurred	2015-12-31	$89,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$42,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,485,420
Value of total assets at end of year	2015-12-31	$7,690,826
Value of total assets at beginning of year	2015-12-31	$5,106,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$46,593
Total interest from all sources	2015-12-31	$2,154
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$200,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$200,401
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$792,938
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$442,715
Assets. Loans (other than to participants) at end of year	2015-12-31	$68,663
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$39,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,191,998
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,690,826
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,106,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$879
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,622,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,744,925
Interest on participant loans	2015-12-31	$2,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-406,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$249,767
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$321,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$42,911
Contract administrator fees	2015-12-31	$45,714
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2015-12-31	300840934
2014 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$1,188,516
Total income from all sources (including contributions)	2014-12-31	$1,299,522
Total of all expenses incurred	2014-12-31	$97,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$79,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,234,975
Value of total assets at end of year	2014-12-31	$5,078,974
Value of total assets at beginning of year	2014-12-31	$2,688,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,990
Total interest from all sources	2014-12-31	$212
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$82,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$82,037
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$920,890
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$62
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$39,760
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$42,313
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,202,436
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,078,974
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,688,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,744,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,130,793
Interest on participant loans	2014-12-31	$212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$299,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$299,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-17,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$314,085
Employer contributions (assets) at end of year	2014-12-31	$294,294
Employer contributions (assets) at beginning of year	2014-12-31	$215,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$79,096
Contract administrator fees	2014-12-31	$17,990
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CNM, LLP
Accountancy firm EIN	2014-12-31	651202484
2013 : SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,203,027
Total of all expenses incurred	2013-12-31	$1,515,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,513,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,083,579
Value of total assets at end of year	2013-12-31	$2,688,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,940
Total interest from all sources	2013-12-31	$2,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$564,534
Participant contributions at end of year	2013-12-31	$42,313
Participant contributions at end of year	2013-12-31	$62
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,084,135
Administrative expenses (other) incurred	2013-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,688,022
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,688,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,130,793
Interest on participant loans	2013-12-31	$2,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$299,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$117,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$434,910
Employer contributions (assets) at end of year	2013-12-31	$215,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,513,065
Contract administrator fees	2013-12-31	$195
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CNM, LLP
Accountancy firm EIN	2013-12-31	651202484

Form 5500 Responses for SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

2023: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN CALIFORNIA GASTROENTEROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSITE DIGESTIVE HEALTH CARE
Employer identification number (EIN):	274993653
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)