401k Plan data: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A plan

PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 401k Plan overview

Plan Name	PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A
Plan identification number	003

PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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. CASH BALANCE PLAN A

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 JOSEPH LACY
003 2013-01-01 JOSEPH LACY
003 2012-01-01 JOSEPH LACY
003 2011-01-01 JOSEPH LACY
003 2010-01-01 JOSEPH LACY
003 2009-01-01 OSMAN AKHTAR OSMAN AKHTAR 2010-10-11

Plan Statistics for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

401k plan membership statisitcs for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

Measure Date Value
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 401k membership
Market value of plan assets 2017-12-31 282,321,053
Acturial value of plan assets 2017-12-31 282,321,053
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 279,294
Number of terminated vested participants 2017-12-31 75
Fundng target for terminated vested participants 2017-12-31 13,267,599
Active participant vested funding target 2017-12-31 204,889,927
Number of active participants 2017-12-31 900
Total funding liabilities for active participants 2017-12-31 204,889,927
Total participant count 2017-12-31 976
Total funding target for all participants 2017-12-31 218,436,820
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 584,151
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 584,151
Present value of excess contributions 2017-12-31 37,887,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 40,137,924
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 609,386
Total employer contributions 2017-12-31 24,190,933
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 23,350,170
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 37,778,664
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 23,350,170
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 974
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 879
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 86
Total of all active and inactive participants 2017-01-01 966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 401k membership
Market value of plan assets 2016-12-31 242,116,878
Acturial value of plan assets 2016-12-31 242,116,878
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 282,699
Number of terminated vested participants 2016-12-31 69
Fundng target for terminated vested participants 2016-12-31 12,330,348
Active participant vested funding target 2016-12-31 170,629,751
Number of active participants 2016-12-31 864
Total funding liabilities for active participants 2016-12-31 170,629,751
Total participant count 2016-12-31 934
Total funding target for all participants 2016-12-31 183,242,798
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 586,085
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 586,085
Present value of excess contributions 2016-12-31 39,774,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 42,296,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 584,151
Total employer contributions 2016-12-31 40,336,167
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 37,887,412
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 34,258,978
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 37,887,412
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 846
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 75
Total of all active and inactive participants 2016-01-01 922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 401k membership
Total participants, beginning-of-year 2015-01-01 837
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 842
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 70
Total of all active and inactive participants 2015-01-01 912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 401k membership
Total participants, beginning-of-year 2014-01-01 710
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 661
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 401k membership
Total participants, beginning-of-year 2013-01-01 697
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 658
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 401k membership
Total participants, beginning-of-year 2012-01-01 675
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 657
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 401k membership
Total participants, beginning-of-year 2011-01-01 818
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 817
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 401k membership
Total participants, beginning-of-year 2010-01-01 744
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 747
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 401k membership
Total participants, beginning-of-year 2009-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 678
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 401k membership
Market value of plan assets	2017-12-31	282,321,053
Acturial value of plan assets	2017-12-31	282,321,053
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	279,294
Number of terminated vested participants	2017-12-31	75
Fundng target for terminated vested participants	2017-12-31	13,267,599
Active participant vested funding target	2017-12-31	204,889,927
Number of active participants	2017-12-31	900
Total funding liabilities for active participants	2017-12-31	204,889,927
Total participant count	2017-12-31	976
Total funding target for all participants	2017-12-31	218,436,820
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	584,151
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	584,151
Present value of excess contributions	2017-12-31	37,887,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	40,137,924
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	609,386
Total employer contributions	2017-12-31	24,190,933
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	23,350,170
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	37,778,664
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	23,350,170
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	974
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	879
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	86
Total of all active and inactive participants	2017-01-01	966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 401k membership
Market value of plan assets	2016-12-31	242,116,878
Acturial value of plan assets	2016-12-31	242,116,878
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	282,699
Number of terminated vested participants	2016-12-31	69
Fundng target for terminated vested participants	2016-12-31	12,330,348
Active participant vested funding target	2016-12-31	170,629,751
Number of active participants	2016-12-31	864
Total funding liabilities for active participants	2016-12-31	170,629,751
Total participant count	2016-12-31	934
Total funding target for all participants	2016-12-31	183,242,798
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	586,085
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	586,085
Present value of excess contributions	2016-12-31	39,774,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	42,296,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	584,151
Total employer contributions	2016-12-31	40,336,167
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	37,887,412
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	34,258,978
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	37,887,412
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	846
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	75
Total of all active and inactive participants	2016-01-01	922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 401k membership
Total participants, beginning-of-year	2015-01-01	837
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	842
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	70
Total of all active and inactive participants	2015-01-01	912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 401k membership
Total participants, beginning-of-year	2014-01-01	710
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	661
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 401k membership
Total participants, beginning-of-year	2013-01-01	697
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	658
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 401k membership
Total participants, beginning-of-year	2012-01-01	675
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	657
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 401k membership
Total participants, beginning-of-year	2011-01-01	818
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	817
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 401k membership
Total participants, beginning-of-year	2010-01-01	744
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	747
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 401k membership
Total participants, beginning-of-year	2009-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	678
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

Measure	Date	Value
2018 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-10-31	$0
Total transfer of assets from this plan	2018-10-31	$6,132,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total income from all sources (including contributions)	2018-10-31	$1,073,018
Total loss/gain on sale of assets	2018-10-31	$0
Total of all expenses incurred	2018-10-31	$302,400,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-31	$302,374,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-31	$0
Value of total assets at end of year	2018-10-31	$0
Value of total assets at beginning of year	2018-10-31	$307,459,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-31	$25,523
Total interest from all sources	2018-10-31	$1,316,236
Total dividends received (eg from common stock, registered investment company shares)	2018-10-31	$422,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-10-31	$422,473
Administrative expenses professional fees incurred	2018-10-31	$25,523
Was this plan covered by a fidelity bond	2018-10-31	Yes
Value of fidelity bond cover	2018-10-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-10-31	No
Total non interest bearing cash at end of year	2018-10-31	$0
Total non interest bearing cash at beginning of year	2018-10-31	$15,438,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Value of net income/loss	2018-10-31	$-301,327,003
Value of net assets at end of year (total assets less liabilities)	2018-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-10-31	$307,459,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-31	No
Were any leases to which the plan was party in default or uncollectible	2018-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-10-31	$189,036,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-10-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-10-31	$99,733,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-10-31	$99,733,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-10-31	$1,316,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-10-31	$-665,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-31	No
Was there a failure to transmit to the plan any participant contributions	2018-10-31	No
Has the plan failed to provide any benefit when due under the plan	2018-10-31	No
Employer contributions (assets) at end of year	2018-10-31	$0
Employer contributions (assets) at beginning of year	2018-10-31	$3,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-31	$302,374,498
Did the plan have assets held for investment	2018-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-31	No
Opinion of an independent qualified public accountant for this plan	2018-10-31	Unqualified
Accountancy firm name	2018-10-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-10-31	952036255
2017 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$38,458,362
Total loss/gain on sale of assets	2017-12-31	$-1,280
Total of all expenses incurred	2017-12-31	$13,717,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,703,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$24,190,933
Value of total assets at end of year	2017-12-31	$307,459,117
Value of total assets at beginning of year	2017-12-31	$282,718,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,447
Total interest from all sources	2017-12-31	$113,447
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,632,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,632,606
Administrative expenses professional fees incurred	2017-12-31	$14,447
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$15,438,976
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$24,740,753
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$307,459,117
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$282,718,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$189,036,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$243,942,678
Income. Interest from US Government securities	2017-12-31	$70,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$99,733,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,026,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,026,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$43,447
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$8,001,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,522,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$24,190,933
Employer contributions (assets) at end of year	2017-12-31	$3,250,000
Employer contributions (assets) at beginning of year	2017-12-31	$25,747,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,703,162
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$-1,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$25,360
Total unrealized appreciation/depreciation of assets	2016-12-31	$25,360
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	$50,195,112
Total loss/gain on sale of assets	2016-12-31	$25,577
Total of all expenses incurred	2016-12-31	$10,430,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,430,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$40,336,167
Value of total assets at end of year	2016-12-31	$282,718,364
Value of total assets at beginning of year	2016-12-31	$242,953,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$76,815
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$5,176,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$5,176,470
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$26,864,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$39,764,409
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$282,718,364
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$242,953,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$3,978,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$243,942,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$196,286,364
Income. Interest from US Government securities	2016-12-31	$70,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,026,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$630,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$630,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$6,815
Asset value of US Government securities at end of year	2016-12-31	$8,001,280
Asset value of US Government securities at beginning of year	2016-12-31	$7,975,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,554,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$40,336,167
Employer contributions (assets) at end of year	2016-12-31	$25,747,498
Employer contributions (assets) at beginning of year	2016-12-31	$7,218,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,430,703
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$4,004,108
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$3,978,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$165,797,074
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	$9,120,266
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,021,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,021,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,336,787
Value of total assets at end of year	2015-12-31	$242,953,955
Value of total assets at beginning of year	2015-12-31	$69,058,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$26,864,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$78,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$8,098,807
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$242,953,955
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$69,058,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$3,978,531
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$196,286,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$60,248,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$630,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$7,975,920
Asset value of US Government securities at beginning of year	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$9,336,787
Employer contributions (assets) at end of year	2015-12-31	$7,218,777
Employer contributions (assets) at beginning of year	2015-12-31	$8,731,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,021,459
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$18,445,395
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,007,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,007,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$16,697,695
Value of total assets at end of year	2014-12-31	$69,058,074
Value of total assets at beginning of year	2014-12-31	$51,620,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Total non interest bearing cash at end of year	2014-12-31	$78,180
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$17,437,999
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$69,058,074
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$51,620,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in master investment trust accounts at end of year	2014-12-31	$60,248,779
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$51,620,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$16,697,695
Employer contributions (assets) at end of year	2014-12-31	$8,731,115
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,007,396
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2014-12-31	952036255
2013 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$11,533,943
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,539,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,539,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$10,804,994
Value of total assets at end of year	2013-12-31	$51,620,075
Value of total assets at beginning of year	2013-12-31	$41,625,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Total non interest bearing cash at beginning of year	2013-12-31	$260,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,994,612
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$51,620,075
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$41,625,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$51,620,075
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$38,650,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$10,804,994
Employer contributions (assets) at beginning of year	2013-12-31	$2,714,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,539,331
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2013-12-31	952036255
2012 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$50,432,774
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	$12,536,525
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$621,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$621,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,272,475
Value of total assets at end of year	2012-12-31	$41,625,463
Value of total assets at beginning of year	2012-12-31	$80,143,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Total non interest bearing cash at end of year	2012-12-31	$260,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$11,914,557
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$41,625,463
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$80,143,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$72,264,387
Value of interest in master investment trust accounts at end of year	2012-12-31	$38,650,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$248,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$248,804
Asset value of US Government securities at beginning of year	2012-12-31	$1,019,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,272,475
Employer contributions (assets) at end of year	2012-12-31	$2,714,788
Employer contributions (assets) at beginning of year	2012-12-31	$6,610,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$621,968
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$22,244,315
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,040,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,040,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$20,710,726
Value of total assets at end of year	2011-12-31	$80,143,680
Value of total assets at beginning of year	2011-12-31	$58,940,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$17,765
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,072,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,072,709
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at beginning of year	2011-12-31	$8,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$21,203,633
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$80,143,680
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$58,940,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$72,264,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$49,119,598
Income. Interest from US Government securities	2011-12-31	$17,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$248,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$655,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$655,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$265
Asset value of US Government securities at end of year	2011-12-31	$1,019,840
Asset value of US Government securities at beginning of year	2011-12-31	$1,022,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-556,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$20,710,726
Employer contributions (assets) at end of year	2011-12-31	$6,610,649
Employer contributions (assets) at beginning of year	2011-12-31	$8,133,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,040,682
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$23,181,248
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$828,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$828,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$19,898,695
Value of total assets at end of year	2010-12-31	$58,940,047
Value of total assets at beginning of year	2010-12-31	$36,587,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$10,141
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,328,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,328,209
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Total non interest bearing cash at end of year	2010-12-31	$8,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$22,352,910
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$58,940,047
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$36,587,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$49,119,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$30,580,616
Income. Interest from US Government securities	2010-12-31	$8,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$655,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,219,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,219,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,391
Asset value of US Government securities at end of year	2010-12-31	$1,022,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,944,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$19,898,695
Employer contributions (assets) at end of year	2010-12-31	$8,133,357
Employer contributions (assets) at beginning of year	2010-12-31	$2,786,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$828,338
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036255
2009 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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