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PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NamePALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN
Plan identification number 001

PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

PALO ALTO FOUNDATION MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO FOUNDATION MEDICAL GROUP, INC.
Employer identification number (EIN):510656809

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KURT VANDEVORT, M.D.2023-10-09 KURT VANDEVORT, M.D.2023-10-09
0012021-01-01KURT VANDEVORT, M.D.2022-10-13
0012020-01-01KURT VANDEVORT, M.D.2021-07-22
0012019-01-01CHRISTINE THORBURN, M.D.2020-10-12 CHRISTINE THORBURN, M.D.2020-10-12
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH LACY
0012013-01-01JOSEPH LACY
0012012-01-01JOSEPH LACY
0012011-01-01JOSEPH LACY
0012009-01-01OSMAN AKHTAR OSMAN AKHTAR2010-10-11

Plan Statistics for PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2022: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,273
Total number of active participants reported on line 7a of the Form 55002022-01-011,800
Number of retired or separated participants receiving benefits2022-01-0162
Number of other retired or separated participants entitled to future benefits2022-01-01415
Total of all active and inactive participants2022-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,279
Number of participants with account balances2022-01-012,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,459
Total number of active participants reported on line 7a of the Form 55002021-01-011,746
Number of retired or separated participants receiving benefits2021-01-0162
Number of other retired or separated participants entitled to future benefits2021-01-01450
Total of all active and inactive participants2021-01-012,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,258
Number of participants with account balances2021-01-012,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,401
Total number of active participants reported on line 7a of the Form 55002020-01-011,234
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01134
Total of all active and inactive participants2020-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,391
Number of participants with account balances2020-01-011,375
2019: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,356
Total number of active participants reported on line 7a of the Form 55002019-01-011,224
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,351
Number of participants with account balances2019-01-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,188
Total number of active participants reported on line 7a of the Form 55002017-01-011,098
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,191
Number of participants with account balances2017-01-011,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,059
Total number of active participants reported on line 7a of the Form 55002016-01-01950
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,031
Number of participants with account balances2016-01-011,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01979
Total number of active participants reported on line 7a of the Form 55002015-01-01925
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01999
Number of participants with account balances2015-01-01991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01936
Total number of active participants reported on line 7a of the Form 55002014-01-01896
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01941
Number of participants with account balances2014-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01915
Total number of active participants reported on line 7a of the Form 55002013-01-01874
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01914
Number of participants with account balances2013-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01863
Total number of active participants reported on line 7a of the Form 55002012-01-01857
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01881
Number of participants with account balances2012-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01829
Total number of active participants reported on line 7a of the Form 55002011-01-01817
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01842
Number of participants with account balances2011-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01634
Total number of active participants reported on line 7a of the Form 55002009-01-01678
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01688
Number of participants with account balances2009-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-18,757,586
Total unrealized appreciation/depreciation of assets2022-12-31$-18,757,586
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$0
Total income from all sources (including contributions)2022-12-31$-228,134,886
Total loss/gain on sale of assets2022-12-31$-7,373,799
Total of all expenses incurred2022-12-31$104,918,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$104,185,293
Expenses. Certain deemed distributions of participant loans2022-12-31$38,562
Value of total corrective distributions2022-12-31$58,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$80,403,729
Value of total assets at end of year2022-12-31$1,672,438,775
Value of total assets at beginning of year2022-12-31$2,005,492,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$636,748
Total interest from all sources2022-12-31$1,942,541
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,959,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,399,824
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$3,670
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$34,304,451
Participant contributions at end of year2022-12-31$1,888,279
Participant contributions at beginning of year2022-12-31$2,026,911
Participant contributions at end of year2022-12-31$245,471
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$56,895
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,033
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,467,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$71,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$636,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-333,053,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,672,438,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,005,492,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$899,312,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,122,759,528
Interest on participant loans2022-12-31$91,141
Income. Interest from US Government securities2022-12-31$216,608
Income. Interest from corporate debt instruments2022-12-31$33,271
Value of interest in common/collective trusts at end of year2022-12-31$535,043,127
Value of interest in common/collective trusts at beginning of year2022-12-31$670,640,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$113,959,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$100,054,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$100,054,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,601,521
Asset value of US Government securities at end of year2022-12-31$46,413,682
Asset value of US Government securities at beginning of year2022-12-31$6,288,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-228,233,050
Net investment gain or loss from common/collective trusts2022-12-31$-85,076,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$40,631,324
Employer contributions (assets) at end of year2022-12-31$11,109,298
Employer contributions (assets) at beginning of year2022-12-31$10,277,212
Income. Dividends from preferred stock2022-12-31$455
Income. Dividends from common stock2022-12-31$559,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$104,185,293
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$988,404
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$697,792
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$63,346,794
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$92,738,865
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$96,195,797
Aggregate carrying amount (costs) on sale of assets2022-12-31$103,569,596
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$223,144,357
Total transfer of assets from this plan2021-12-31$24,836,175
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$272,309,439
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$34,256,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,864,574
Value of total corrective distributions2021-12-31$11,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$66,459,400
Value of total assets at end of year2021-12-31$2,005,492,474
Value of total assets at beginning of year2021-12-31$1,569,131,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$380,942
Total interest from all sources2021-12-31$102,919
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,743,484
Participant contributions at end of year2021-12-31$2,026,911
Participant contributions at beginning of year2021-12-31$2,040,802
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,033
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,194,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$380,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$238,052,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,005,492,474
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,569,131,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,122,759,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$102,919
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,558,897,608
Value of interest in common/collective trusts at end of year2021-12-31$670,640,585
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$100,054,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$6,288,975
Asset value of US Government securities at beginning of year2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,520,975
Employer contributions (assets) at end of year2021-12-31$10,277,212
Employer contributions (assets) at beginning of year2021-12-31$8,193,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,864,574
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$697,792
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$92,738,865
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$5,192,014
Total transfer of assets from this plan2020-12-31$13,137,977
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$255,677,044
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,521,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,170,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$59,898,393
Value of total assets at end of year2020-12-31$1,569,131,625
Value of total assets at beginning of year2020-12-31$1,363,921,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$350,636
Total interest from all sources2020-12-31$110,561
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,025,745
Participant contributions at end of year2020-12-31$2,040,802
Participant contributions at beginning of year2020-12-31$2,232,212
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,898,645
Administrative expenses (other) incurred2020-12-31$350,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$213,155,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,569,131,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,363,921,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$110,561
Value of interest in master investment trust accounts at end of year2020-12-31$1,558,897,608
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,351,863,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,974,003
Employer contributions (assets) at end of year2020-12-31$8,193,215
Employer contributions (assets) at beginning of year2020-12-31$9,826,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,170,591
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,411,157
Total transfer of assets to this plan2019-12-31$6,411,157
Total transfer of assets from this plan2019-12-31$23,095,314
Total transfer of assets from this plan2019-12-31$23,095,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$286,657,142
Total income from all sources (including contributions)2019-12-31$286,657,142
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$30,029,256
Total of all expenses incurred2019-12-31$30,029,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,813,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,813,035
Value of total corrective distributions2019-12-31$1,759
Value of total corrective distributions2019-12-31$1,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$63,022,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$63,022,094
Value of total assets at end of year2019-12-31$1,363,921,771
Value of total assets at end of year2019-12-31$1,363,921,771
Value of total assets at beginning of year2019-12-31$1,123,978,042
Value of total assets at beginning of year2019-12-31$1,123,978,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,462
Total interest from all sources2019-12-31$98,460
Total interest from all sources2019-12-31$98,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,733,435
Participant contributions at end of year2019-12-31$2,232,212
Participant contributions at end of year2019-12-31$2,232,212
Participant contributions at beginning of year2019-12-31$1,981,230
Participant contributions at beginning of year2019-12-31$1,981,230
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,515,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,515,917
Administrative expenses (other) incurred2019-12-31$214,462
Administrative expenses (other) incurred2019-12-31$214,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$256,627,886
Value of net income/loss2019-12-31$256,627,886
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,363,921,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,363,921,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,123,978,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,123,978,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$98,460
Interest on participant loans2019-12-31$98,460
Value of interest in master investment trust accounts at end of year2019-12-31$1,351,863,453
Value of interest in master investment trust accounts at end of year2019-12-31$1,351,863,453
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,113,553,779
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,113,553,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,772,742
Contributions received in cash from employer2019-12-31$33,772,742
Employer contributions (assets) at end of year2019-12-31$9,826,106
Employer contributions (assets) at beginning of year2019-12-31$8,443,033
Employer contributions (assets) at beginning of year2019-12-31$8,443,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,813,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,813,035
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$12,377,217
Total transfer of assets from this plan2018-12-31$11,870,493
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$229,526,459
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,802,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,495,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$289,221,767
Value of total assets at end of year2018-12-31$1,123,978,042
Value of total assets at beginning of year2018-12-31$922,747,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$307,405
Total interest from all sources2018-12-31$83,685
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,831,961
Participant contributions at end of year2018-12-31$1,981,230
Participant contributions at beginning of year2018-12-31$1,913,878
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$240,812,962
Administrative expenses (other) incurred2018-12-31$307,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$200,723,777
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,123,978,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$922,747,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$83,685
Value of interest in master investment trust accounts at end of year2018-12-31$1,113,553,779
Value of interest in master investment trust accounts at beginning of year2018-12-31$913,748,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,576,844
Employer contributions (assets) at end of year2018-12-31$8,443,033
Employer contributions (assets) at beginning of year2018-12-31$7,085,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,495,277
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,009,576
Total transfer of assets from this plan2017-12-31$10,775,635
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$223,704,781
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,416,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,017,839
Value of total corrective distributions2017-12-31$7,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$92,144,039
Value of total assets at end of year2017-12-31$922,747,541
Value of total assets at beginning of year2017-12-31$722,224,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$390,793
Total interest from all sources2017-12-31$65,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,475,116
Participant contributions at end of year2017-12-31$1,913,878
Participant contributions at beginning of year2017-12-31$1,874,188
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,436
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,431,786
Administrative expenses (other) incurred2017-12-31$390,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$209,288,673
Value of net assets at end of year (total assets less liabilities)2017-12-31$922,747,541
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$722,224,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$65,310
Value of interest in master investment trust accounts at end of year2017-12-31$913,748,063
Value of interest in master investment trust accounts at beginning of year2017-12-31$714,208,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,237,137
Employer contributions (assets) at end of year2017-12-31$7,085,600
Employer contributions (assets) at beginning of year2017-12-31$6,137,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,017,839
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,532,522
Total transfer of assets from this plan2016-12-31$26,318,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$97,820,564
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,274,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,876,951
Expenses. Certain deemed distributions of participant loans2016-12-31$9,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,497,098
Value of total assets at end of year2016-12-31$722,224,927
Value of total assets at beginning of year2016-12-31$676,464,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$387,289
Total interest from all sources2016-12-31$61,708
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,943,300
Participant contributions at end of year2016-12-31$1,874,188
Participant contributions at beginning of year2016-12-31$1,979,815
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,436
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,105,623
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$869,290
Other income not declared elsewhere2016-12-31$-9,657
Administrative expenses (other) incurred2016-12-31$387,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$70,546,372
Value of net assets at end of year (total assets less liabilities)2016-12-31$722,224,927
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$676,464,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$61,708
Value of interest in master investment trust accounts at end of year2016-12-31$714,208,099
Value of interest in master investment trust accounts at beginning of year2016-12-31$667,271,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,684,508
Employer contributions (assets) at end of year2016-12-31$6,137,204
Employer contributions (assets) at beginning of year2016-12-31$6,107,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,876,951
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,888,963
Total transfer of assets from this plan2015-12-31$338,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$35,455,853
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,714,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,377,354
Expenses. Certain deemed distributions of participant loans2015-12-31$1,095
Value of total corrective distributions2015-12-31$4,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,625,226
Value of total assets at end of year2015-12-31$676,464,254
Value of total assets at beginning of year2015-12-31$660,172,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$332,317
Total interest from all sources2015-12-31$70,653
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,757,041
Participant contributions at end of year2015-12-31$1,979,815
Participant contributions at beginning of year2015-12-31$1,840,110
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$391,779
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,105,623
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,082,499
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$845,018
Other income not declared elsewhere2015-12-31$30,208
Administrative expenses (other) incurred2015-12-31$329,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,740,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$676,464,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$660,172,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,703
Interest on participant loans2015-12-31$70,653
Value of interest in master investment trust accounts at end of year2015-12-31$667,271,584
Value of interest in master investment trust accounts at beginning of year2015-12-31$650,888,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,023,167
Employer contributions (assets) at end of year2015-12-31$6,107,232
Employer contributions (assets) at beginning of year2015-12-31$5,970,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,377,354
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,023,066
Total transfer of assets from this plan2014-12-31$1,366,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$78,526,804
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,855,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,697,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,574,283
Value of total assets at end of year2014-12-31$660,172,460
Value of total assets at beginning of year2014-12-31$593,844,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$157,739
Total interest from all sources2014-12-31$53,870
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$14,355,471
Participant contributions at end of year2014-12-31$1,840,110
Participant contributions at beginning of year2014-12-31$1,795,770
Participant contributions at end of year2014-12-31$391,779
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,082,499
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$986,031
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,961,738
Other income not declared elsewhere2014-12-31$104,783
Administrative expenses (other) incurred2014-12-31$155,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$65,671,439
Value of net assets at end of year (total assets less liabilities)2014-12-31$660,172,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$593,844,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,491
Interest on participant loans2014-12-31$53,870
Value of interest in master investment trust accounts at end of year2014-12-31$650,888,035
Value of interest in master investment trust accounts at beginning of year2014-12-31$585,288,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,257,074
Employer contributions (assets) at end of year2014-12-31$5,970,037
Employer contributions (assets) at beginning of year2014-12-31$5,773,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,697,626
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,403,851
Total transfer of assets from this plan2013-12-31$2,479,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$124,255,286
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,966,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,958,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,676,156
Value of total assets at end of year2013-12-31$593,844,448
Value of total assets at beginning of year2013-12-31$477,631,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,373
Total interest from all sources2013-12-31$59,716
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,953,123
Participant contributions at end of year2013-12-31$1,795,770
Participant contributions at beginning of year2013-12-31$1,691,787
Assets. Other investments not covered elsewhere at end of year2013-12-31$986,031
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$857,641
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$895,268
Other income not declared elsewhere2013-12-31$235,139
Administrative expenses (other) incurred2013-12-31$7,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$117,289,267
Value of net assets at end of year (total assets less liabilities)2013-12-31$593,844,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$477,631,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$59,716
Value of interest in master investment trust accounts at end of year2013-12-31$585,288,735
Value of interest in master investment trust accounts at beginning of year2013-12-31$468,316,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,827,765
Employer contributions (assets) at end of year2013-12-31$5,773,912
Employer contributions (assets) at beginning of year2013-12-31$6,764,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,958,646
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2013-12-31952036255
2012 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,029,147
Total transfer of assets from this plan2012-12-31$117,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$96,438,478
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,100,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,094,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$43,355,558
Value of total assets at end of year2012-12-31$477,631,245
Value of total assets at beginning of year2012-12-31$393,381,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,298
Total interest from all sources2012-12-31$58,390
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,851,266
Participant contributions at end of year2012-12-31$1,691,787
Participant contributions at beginning of year2012-12-31$1,710,609
Assets. Other investments not covered elsewhere at end of year2012-12-31$857,641
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$820,792
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,970,675
Other income not declared elsewhere2012-12-31$45,095
Administrative expenses (other) incurred2012-12-31$6,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$82,337,509
Value of net assets at end of year (total assets less liabilities)2012-12-31$477,631,245
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$393,381,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$58,390
Value of interest in master investment trust accounts at end of year2012-12-31$468,316,912
Value of interest in master investment trust accounts at beginning of year2012-12-31$384,247,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$24,533,617
Employer contributions (assets) at end of year2012-12-31$6,764,905
Employer contributions (assets) at beginning of year2012-12-31$6,603,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,094,671
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31922036255
2011 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$3,262,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$28,550,338
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,984,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,924,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,141,706
Value of total assets at end of year2011-12-31$393,381,781
Value of total assets at beginning of year2011-12-31$368,553,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,497
Total interest from all sources2011-12-31$51,247
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,003,989
Participant contributions at end of year2011-12-31$1,710,609
Participant contributions at beginning of year2011-12-31$1,265,984
Assets. Other investments not covered elsewhere at end of year2011-12-31$820,792
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$857,632
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,435
Other income not declared elsewhere2011-12-31$-27,487
Administrative expenses (other) incurred2011-12-31$57,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$21,565,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$393,381,781
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$368,553,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,073
Interest on participant loans2011-12-31$51,247
Value of interest in master investment trust accounts at end of year2011-12-31$384,247,176
Value of interest in master investment trust accounts at beginning of year2011-12-31$360,427,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22,978,465
Employer contributions (assets) at end of year2011-12-31$6,603,204
Employer contributions (assets) at beginning of year2011-12-31$5,998,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,924,942
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31922036255
2010 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,454,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$71,584,375
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,995,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,884,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,763,778
Value of total assets at end of year2010-12-31$368,553,494
Value of total assets at beginning of year2010-12-31$300,510,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$110,614
Total interest from all sources2010-12-31$50,863
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,129,596
Participant contributions at end of year2010-12-31$1,265,984
Participant contributions at beginning of year2010-12-31$1,099,950
Assets. Other investments not covered elsewhere at end of year2010-12-31$857,632
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$886,314
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$353,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,064
Other income not declared elsewhere2010-12-31$-21,806
Administrative expenses (other) incurred2010-12-31$110,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$64,588,868
Value of net assets at end of year (total assets less liabilities)2010-12-31$368,553,494
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$300,510,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$50,863
Value of interest in master investment trust accounts at end of year2010-12-31$360,427,967
Value of interest in master investment trust accounts at beginning of year2010-12-31$293,122,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,280,946
Employer contributions (assets) at end of year2010-12-31$5,998,476
Employer contributions (assets) at beginning of year2010-12-31$5,369,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,884,893
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31922036255
2009 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN

2022: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2338751
Policy instance 1
Insurance contract or identification number2338751
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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