401k Plan data: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN plan

SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN
Plan identification number	001

SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANTA CRUZ MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: SANTA CRUZ MEDICAL GROUP, INC.

Employer identification number (EIN): 300831235

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT QUINN
001 2016-01-01 ROBERT QUINN

Plan Statistics for SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2023: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 124
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 43
Total of all active and inactive participants 2023-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 170
Number of participants with account balances 2023-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 10
2022: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 167
Total participants 2022-01-01 167
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 149
Total participants 2021-01-01 149
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 107
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 26
Total of all active and inactive participants 2020-01-01 135
Total participants 2020-01-01 135
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 121
Total participants 2019-01-01 121
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 87
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 108
Total participants 2018-01-01 108
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 96
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 68
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 78
Number of participants with account balances 2016-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2023: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	124
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	43
Total of all active and inactive participants	2023-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	170
Number of participants with account balances	2023-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	10
2022: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	167
Total participants	2022-01-01	167
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	149
Total participants	2021-01-01	149
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	107
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	26
Total of all active and inactive participants	2020-01-01	135
Total participants	2020-01-01	135
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	121
Total participants	2019-01-01	121
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	87
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	108
Total participants	2018-01-01	108
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	96
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	68
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	78
Number of participants with account balances	2016-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN

Measure	Date	Value
2023 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$76,771
Total unrealized appreciation/depreciation of assets	2023-12-31	$76,771
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$11,915,065
Total loss/gain on sale of assets	2023-12-31	$279,147
Total of all expenses incurred	2023-12-31	$2,879,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,855,246
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$5,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,413,752
Value of total assets at end of year	2023-12-31	$44,111,843
Value of total assets at beginning of year	2023-12-31	$35,076,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$19,460
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$43,605
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$988,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$986,592
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
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	$2,518,845
Participant contributions at end of year	2023-12-31	$329,896
Participant contributions at beginning of year	2023-12-31	$328,644
Participant contributions at end of year	2023-12-31	$93,804
Participant contributions at beginning of year	2023-12-31	$92,356
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$548,316
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$6,250
Liabilities. Value of operating payables at end of year	2023-12-31	$3
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
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
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$9,035,073
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$44,111,840
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$35,076,767
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
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$17,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$40,948,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$31,973,602
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$16,325
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$11,628
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$225,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$224,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$224,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$15,652
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$501,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$761,790
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$5,113,478
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
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
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$2,346,591
Employer contributions (assets) at end of year	2023-12-31	$1,510,160
Employer contributions (assets) at beginning of year	2023-12-31	$1,226,320
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$1,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,855,246
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$502,404
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$469,413
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
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
Aggregate proceeds on sale of assets	2023-12-31	$748,715
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$469,568
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PKF SAN DIEGO, LLP
Accountancy firm EIN	2023-12-31	813391684
2022 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-300,982
Total unrealized appreciation/depreciation of assets	2022-12-31	$-300,982
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,677,702
Total loss/gain on sale of assets	2022-12-31	$-98,021
Total of all expenses incurred	2022-12-31	$1,330,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,272,209
Expenses. Certain deemed distributions of participant loans	2022-12-31	$19,379
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,260,096
Value of total assets at end of year	2022-12-31	$35,076,767
Value of total assets at beginning of year	2022-12-31	$39,085,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,215
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$30,951
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$898,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$897,107
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$2,209,227
Participant contributions at end of year	2022-12-31	$328,644
Participant contributions at beginning of year	2022-12-31	$323,783
Participant contributions at end of year	2022-12-31	$92,356
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$5
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$87,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$24,696
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-4,008,505
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$35,076,767
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$39,085,272
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$14,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,973,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$35,858,987
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$15,499
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$12,569
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$224,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$150,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$150,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,883
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$761,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$686,659
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,467,994
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,962,883
Employer contributions (assets) at end of year	2022-12-31	$1,226,320
Employer contributions (assets) at beginning of year	2022-12-31	$1,282,013
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$1,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,272,209
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$469,413
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$783,010
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$145,871
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$243,892
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF SAN DIEGO, LLP
Accountancy firm EIN	2022-12-31	813391684
2021 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-28,700
Total unrealized appreciation/depreciation of assets	2021-12-31	$-28,700
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,767,888
Total loss/gain on sale of assets	2021-12-31	$65,520
Total of all expenses incurred	2021-12-31	$615,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$591,015
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$6,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,440,287
Value of total assets at end of year	2021-12-31	$39,085,272
Value of total assets at beginning of year	2021-12-31	$30,932,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,320
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$26,019
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,050,872
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	$1,049,939
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,099,949
Participant contributions at end of year	2021-12-31	$323,783
Participant contributions at beginning of year	2021-12-31	$214,716
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$681
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$376,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$8,856
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$8,152,380
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$39,085,272
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,932,892
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$9,464
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$35,858,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,267,161
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$14,968
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$11,024
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$150,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$435,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$435,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$27
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$686,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$515,329
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,213,890
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,963,404
Employer contributions (assets) at end of year	2021-12-31	$1,282,013
Employer contributions (assets) at beginning of year	2021-12-31	$1,124,860
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$591,015
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$783,010
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$374,282
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$368,091
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$302,571
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF SAN DIEGO, LLP
Accountancy firm EIN	2021-12-31	813391684
2020 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$129,589
Total unrealized appreciation/depreciation of assets	2020-12-31	$129,589
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,840,256
Total loss/gain on sale of assets	2020-12-31	$20,570
Total of all expenses incurred	2020-12-31	$429,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$427,570
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$25,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,878,225
Value of total assets at end of year	2020-12-31	$30,932,892
Value of total assets at beginning of year	2020-12-31	$22,522,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$-22,997
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$15,707
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$697,291
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	$695,091
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,885,608
Participant contributions at end of year	2020-12-31	$214,716
Participant contributions at beginning of year	2020-12-31	$218,598
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$681
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$-20
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$48,815
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$-26,668
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$8,410,284
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,932,892
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,522,608
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$3,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,267,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,085,118
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$11,918
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$438
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$435,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$835,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$835,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,351
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$515,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,098,874
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$2,943,802
Employer contributions (assets) at end of year	2020-12-31	$1,124,860
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$2,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$427,570
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$374,282
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$383,410
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$433,831
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$413,261
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PKF SAN DIEGO, LLP
Accountancy firm EIN	2020-12-31	813391684
2019 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$7,087,654
Expenses. Total of all expenses incurred	2019-12-31	$498,349
Benefits paid (including direct rollovers)	2019-12-31	$541,833
Total plan assets at end of year	2019-12-31	$22,522,608
Total plan assets at beginning of year	2019-12-31	$15,933,303
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$1,721,400
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$89,652
Other income received	2019-12-31	$3,731,566
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$6,589,305
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$22,522,608
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$15,933,303
Assets. Value of participant loans	2019-12-31	$218,598
Total contributions received or receivable from employer(s)	2019-12-31	$1,545,036
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$689
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$-44,173
2018 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,854,892
Expenses. Total of all expenses incurred	2018-12-31	$120,225
Benefits paid (including direct rollovers)	2018-12-31	$117,139
Total plan assets at end of year	2018-12-31	$15,933,303
Total plan assets at beginning of year	2018-12-31	$14,198,636
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$1,472,578
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$302,194
Other income received	2018-12-31	$-1,095,626
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$1,734,667
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,933,303
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,198,636
Assets. Value of participant loans	2018-12-31	$201,212
Total contributions received or receivable from employer(s)	2018-12-31	$1,175,746
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,086
2017 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$4,651,546
Expenses. Total of all expenses incurred	2017-12-31	$115,072
Benefits paid (including direct rollovers)	2017-12-31	$112,750
Total plan assets at end of year	2017-12-31	$14,198,636
Total plan assets at beginning of year	2017-12-31	$9,662,162
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$1,232,121
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$320,233
Other income received	2017-12-31	$1,981,609
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$4,536,474
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,198,636
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,662,162
Assets. Value of participant loans	2017-12-31	$139,547
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$1,117,583
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,322
2016 : SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$6,621,876
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$3,461,853
Expenses. Total of all expenses incurred	2016-12-31	$421,567
Benefits paid (including direct rollovers)	2016-12-31	$417,204
Total plan assets at end of year	2016-12-31	$9,662,162
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$1,139,318
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$821,354
Other income received	2016-12-31	$719,038
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$3,040,286
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,662,162
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of participant loans	2016-12-31	$42,772
Total contributions received or receivable from employer(s)	2016-12-31	$782,143
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$3,192
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,171

Form 5500 Responses for SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN

2023: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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: SANTA CRUZ MEDICAL GROUP, INC. 401(K) 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: SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896581 087

Policy instance

Insurance contract or identification number	896581 087
Number of Individuals Covered	19
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896581 087

Policy instance

Insurance contract or identification number	896581 087
Number of Individuals Covered	18
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896581 087

Policy instance

Insurance contract or identification number	896581 087
Number of Individuals Covered	18
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896581 087

Policy instance

Insurance contract or identification number	896581 087
Number of Individuals Covered	16
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	SANTA CRUZ MEDICAL GROUP, INC.
Employer identification number (EIN):	300831235
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)