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

Plan NamePALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN
Plan identification number 002

PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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.

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. EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01KURT VANDEVORT, M.D.2022-10-13
0022020-01-01KURT VANDEVORT, M.D.2021-07-22
0022019-01-01CHRISTINE THORBURN, M.D.2020-10-12 CHRISTINE THORBURN, M.D.2020-10-12
0022018-01-01ROBERT NORDGREN2019-10-11
0022017-01-01
0022016-01-01
0022016-01-01ROBERT NORDGREN2017-10-13
0022015-01-01
0022014-01-01JOSEPH LACY
0022013-01-01JOSEPH LACY
0022012-01-01JOSEPH LACY
0022011-01-01JOSEPH LACY
0022009-01-01OSMAN AKHTAR OSMAN AKHTAR2010-10-11

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

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

Measure Date Value
2021: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01795
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
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. EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01806
Total number of active participants reported on line 7a of the Form 55002020-01-01535
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01240
Total of all active and inactive participants2020-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01789
Number of participants with account balances2020-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01726
Total number of active participants reported on line 7a of the Form 55002019-01-01522
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01776
Number of participants with account balances2019-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01717
Total number of active participants reported on line 7a of the Form 55002018-01-01471
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01222
Total of all active and inactive participants2018-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01712
Number of participants with account balances2018-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01733
Total number of active participants reported on line 7a of the Form 55002017-01-01454
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01235
Total of all active and inactive participants2017-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01709
Number of participants with account balances2017-01-01567
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. EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01673
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01256
Total of all active and inactive participants2016-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01723
Number of participants with account balances2016-01-01550
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. EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01668
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-01244
Total of all active and inactive participants2015-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01672
Number of participants with account balances2015-01-01525
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. EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01628
Total number of active participants reported on line 7a of the Form 55002014-01-01391
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01252
Total of all active and inactive participants2014-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01661
Number of participants with account balances2014-01-01510
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. EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01576
Total number of active participants reported on line 7a of the Form 55002013-01-01342
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01266
Total of all active and inactive participants2013-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01626
Number of participants with account balances2013-01-01473
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. EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01579
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01299
Total of all active and inactive participants2012-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01571
Number of participants with account balances2012-01-01438
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. EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01642
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-01302
Total of all active and inactive participants2011-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01575
Number of participants with account balances2011-01-01183
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. EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01772
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01362
Total of all active and inactive participants2009-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01724
Number of participants with account balances2009-01-01590
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. EMPLOYEES 401(K) PLAN

Measure Date Value
2021 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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$24,836,175
Total transfer of assets from this plan2021-12-31$223,144,357
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$28,952,587
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,183,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,083,226
Value of total corrective distributions2021-12-31$14,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,212,377
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$185,538,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,639
Total interest from all sources2021-12-31$10,477
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 year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
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 period2021-12-31Yes
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$6,128,706
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$239,047
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,059,111
Administrative expenses (other) incurred2021-12-31$85,639
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$12,769,397
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$185,538,785
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
Interest on participant loans2021-12-31$10,477
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$184,314,876
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,560
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$984,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,083,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
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. EMPLOYEES 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$13,137,977
Total transfer of assets from this plan2020-12-31$5,192,014
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$31,267,936
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,762,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,681,229
Value of total corrective distributions2020-12-31$3,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,933,591
Value of total assets at end of year2020-12-31$185,538,785
Value of total assets at beginning of year2020-12-31$165,087,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,459
Total interest from all sources2020-12-31$3,248
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$6,407,208
Participant contributions at end of year2020-12-31$239,047
Participant contributions at beginning of year2020-12-31$59,549
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,607,641
Administrative expenses (other) incurred2020-12-31$77,459
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$12,505,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$185,538,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$165,087,149
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$3,248
Value of interest in master investment trust accounts at end of year2020-12-31$184,314,876
Value of interest in master investment trust accounts at beginning of year2020-12-31$164,662,512
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$918,742
Employer contributions (assets) at end of year2020-12-31$984,862
Employer contributions (assets) at beginning of year2020-12-31$365,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,681,229
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. EMPLOYEES 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$23,095,314
Total transfer of assets to this plan2019-12-31$23,095,314
Total transfer of assets from this plan2019-12-31$6,411,157
Total transfer of assets from this plan2019-12-31$6,411,157
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$32,106,693
Total income from all sources (including contributions)2019-12-31$32,106,693
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,429,681
Total of all expenses incurred2019-12-31$10,429,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,359,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,359,408
Value of total corrective distributions2019-12-31$31,546
Value of total corrective distributions2019-12-31$31,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,163,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,163,616
Value of total assets at end of year2019-12-31$165,087,149
Value of total assets at end of year2019-12-31$165,087,149
Value of total assets at beginning of year2019-12-31$126,725,980
Value of total assets at beginning of year2019-12-31$126,725,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,727
Total interest from all sources2019-12-31$3,480
Total interest from all sources2019-12-31$3,480
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$5,552,103
Contributions received from participants2019-12-31$5,552,103
Participant contributions at end of year2019-12-31$59,549
Participant contributions at end of year2019-12-31$59,549
Participant contributions at beginning of year2019-12-31$61,112
Participant contributions at beginning of year2019-12-31$61,112
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,246,425
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,246,425
Administrative expenses (other) incurred2019-12-31$38,727
Administrative expenses (other) incurred2019-12-31$38,727
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$21,677,012
Value of net income/loss2019-12-31$21,677,012
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,087,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,087,149
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,725,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,725,980
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$3,480
Interest on participant loans2019-12-31$3,480
Value of interest in master investment trust accounts at end of year2019-12-31$164,662,512
Value of interest in master investment trust accounts at end of year2019-12-31$164,662,512
Value of interest in master investment trust accounts at beginning of year2019-12-31$126,664,868
Value of interest in master investment trust accounts at beginning of year2019-12-31$126,664,868
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$365,088
Contributions received in cash from employer2019-12-31$365,088
Employer contributions (assets) at end of year2019-12-31$365,088
Employer contributions (assets) at end of year2019-12-31$365,088
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,359,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,359,408
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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$11,870,493
Total transfer of assets from this plan2018-12-31$6,245,103
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$16,650,473
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,380,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,311,517
Value of total corrective distributions2018-12-31$18,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,963,547
Value of total assets at end of year2018-12-31$126,725,980
Value of total assets at beginning of year2018-12-31$111,830,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,919
Total interest from all sources2018-12-31$4,471
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$5,220,960
Participant contributions at end of year2018-12-31$61,112
Participant contributions at beginning of year2018-12-31$132,981
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,742,587
Administrative expenses (other) incurred2018-12-31$50,919
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$9,269,861
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,725,980
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$111,830,729
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$4,471
Value of interest in master investment trust accounts at end of year2018-12-31$126,664,868
Value of interest in master investment trust accounts at beginning of year2018-12-31$111,697,748
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,311,517
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. EMPLOYEES 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$10,775,635
Total transfer of assets from this plan2017-12-31$2,009,576
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$29,450,028
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,340,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,259,639
Value of total corrective distributions2017-12-31$41,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,394,273
Value of total assets at end of year2017-12-31$111,830,729
Value of total assets at beginning of year2017-12-31$78,955,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,193
Total interest from all sources2017-12-31$5,602
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$5,095,939
Participant contributions at end of year2017-12-31$132,981
Participant contributions at beginning of year2017-12-31$205,965
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,298,334
Administrative expenses (other) incurred2017-12-31$39,193
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$24,109,633
Value of net assets at end of year (total assets less liabilities)2017-12-31$111,830,729
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,955,037
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$5,602
Value of interest in master investment trust accounts at end of year2017-12-31$111,697,748
Value of interest in master investment trust accounts at beginning of year2017-12-31$78,649,015
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$100,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,259,639
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. EMPLOYEES 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$26,318,221
Total transfer of assets from this plan2016-12-31$1,532,522
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$14,617,687
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,008,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,890,904
Value of total corrective distributions2016-12-31$15,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,140,742
Value of total assets at end of year2016-12-31$78,955,037
Value of total assets at beginning of year2016-12-31$43,560,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,535
Total interest from all sources2016-12-31$6,357
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$4,255,242
Participant contributions at end of year2016-12-31$205,965
Participant contributions at beginning of year2016-12-31$203,856
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,861,020
Administrative expenses (other) incurred2016-12-31$102,535
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$10,608,882
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,955,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,560,456
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$6,357
Value of interest in master investment trust accounts at end of year2016-12-31$78,649,015
Value of interest in master investment trust accounts at beginning of year2016-12-31$43,281,023
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$24,480
Employer contributions (assets) at end of year2016-12-31$100,057
Employer contributions (assets) at beginning of year2016-12-31$75,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,890,904
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 PBGC2016-12-31Yes
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. EMPLOYEES 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$338,155
Total transfer of assets from this plan2015-12-31$2,888,963
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$5,051,944
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,868,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,855,057
Value of total corrective distributions2015-12-31$6,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,902,351
Value of total assets at end of year2015-12-31$43,560,456
Value of total assets at beginning of year2015-12-31$42,927,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,538
Total interest from all sources2015-12-31$3,647
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$3,636,695
Participant contributions at end of year2015-12-31$203,856
Participant contributions at beginning of year2015-12-31$125,218
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$192
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,186,271
Administrative expenses (other) incurred2015-12-31$6,538
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$3,183,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,560,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,927,528
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
Interest on participant loans2015-12-31$3,647
Value of interest in master investment trust accounts at end of year2015-12-31$43,281,023
Value of interest in master investment trust accounts at beginning of year2015-12-31$42,698,068
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$79,385
Employer contributions (assets) at end of year2015-12-31$75,577
Employer contributions (assets) at beginning of year2015-12-31$104,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,855,057
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. EMPLOYEES 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$1,366,493
Total transfer of assets from this plan2014-12-31$2,023,066
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$6,266,693
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,443,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,436,310
Value of total corrective distributions2014-12-31$4,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,645,742
Value of total assets at end of year2014-12-31$42,927,528
Value of total assets at beginning of year2014-12-31$41,761,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,244
Total interest from all sources2014-12-31$1,372
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$3,058,353
Participant contributions at end of year2014-12-31$125,218
Participant contributions at beginning of year2014-12-31$64,291
Participant contributions at end of year2014-12-31$192
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$517,332
Administrative expenses (other) incurred2014-12-31$3,244
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$1,822,861
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,927,528
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,761,240
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
Interest on participant loans2014-12-31$1,372
Value of interest in master investment trust accounts at end of year2014-12-31$42,698,068
Value of interest in master investment trust accounts at beginning of year2014-12-31$41,648,838
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$70,057
Employer contributions (assets) at end of year2014-12-31$104,050
Employer contributions (assets) at beginning of year2014-12-31$48,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,436,310
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. EMPLOYEES 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$2,479,915
Total transfer of assets from this plan2013-12-31$1,403,851
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$8,738,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,122,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,104,945
Value of total corrective distributions2013-12-31$16,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,936,998
Value of total assets at end of year2013-12-31$41,761,240
Value of total assets at beginning of year2013-12-31$36,069,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$745
Total interest from all sources2013-12-31$3,591
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$2,217,260
Participant contributions at end of year2013-12-31$64,291
Participant contributions at beginning of year2013-12-31$133,870
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$671,627
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$745
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$4,615,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,761,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,069,562
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$3,591
Value of interest in master investment trust accounts at end of year2013-12-31$41,648,838
Value of interest in master investment trust accounts at beginning of year2013-12-31$35,884,140
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$48,111
Employer contributions (assets) at end of year2013-12-31$48,111
Employer contributions (assets) at beginning of year2013-12-31$51,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,104,945
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. EMPLOYEES 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$117,192
Total transfer of assets from this plan2012-12-31$2,029,147
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$6,542,976
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,059,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,057,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,207,457
Value of total assets at end of year2012-12-31$36,069,562
Value of total assets at beginning of year2012-12-31$35,497,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,324
Total interest from all sources2012-12-31$3,565
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$1,844,523
Participant contributions at end of year2012-12-31$133,870
Participant contributions at beginning of year2012-12-31$91,078
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$311,382
Administrative expenses (other) incurred2012-12-31$1,324
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$2,483,739
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,069,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,497,778
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$3,565
Value of interest in master investment trust accounts at end of year2012-12-31$35,884,140
Value of interest in master investment trust accounts at beginning of year2012-12-31$35,380,750
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$51,552
Employer contributions (assets) at end of year2012-12-31$51,552
Employer contributions (assets) at beginning of year2012-12-31$25,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,057,913
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 appraiser2012-12-31No
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. EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from 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$1,854,463
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,300,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,287,146
Value of total corrective distributions2011-12-31$3,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,020,877
Value of total assets at end of year2011-12-31$35,497,778
Value of total assets at beginning of year2011-12-31$39,206,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,939
Total interest from all sources2011-12-31$2,800
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$1,814,707
Participant contributions at end of year2011-12-31$91,078
Participant contributions at beginning of year2011-12-31$66,382
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$178,762
Administrative expenses (other) incurred2011-12-31$9,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-446,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,497,778
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,206,471
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
Interest on participant loans2011-12-31$2,800
Value of interest in master investment trust accounts at end of year2011-12-31$35,380,750
Value of interest in master investment trust accounts at beginning of year2011-12-31$39,140,089
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$27,408
Employer contributions (assets) at end of year2011-12-31$25,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,287,146
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 appraiser2011-12-31No
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. EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from 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$7,128,916
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,976,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,959,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,884,786
Value of total assets at end of year2010-12-31$39,206,471
Value of total assets at beginning of year2010-12-31$40,508,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,365
Total interest from all sources2010-12-31$1,075
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$2,261,004
Participant contributions at end of year2010-12-31$66,382
Participant contributions at beginning of year2010-12-31$2,451
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$617,815
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$17,365
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$2,152,097
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,206,471
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,508,646
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$1,075
Value of interest in master investment trust accounts at end of year2010-12-31$39,140,089
Value of interest in master investment trust accounts at beginning of year2010-12-31$40,503,454
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$5,967
Employer contributions (assets) at beginning of year2010-12-31$2,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,959,454
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 appraiser2010-12-31No
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 EIN2010-12-31952036255
2009 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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. EMPLOYEES 401(K) PLAN

2021: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 filingYes
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. EMPLOYEES 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. EMPLOYEES 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
2018: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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. EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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