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GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 401k Plan overview

Plan NameGENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN
Plan identification number 001

GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GENERAL SURGERY MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:GENERAL SURGERY MEDICAL GROUP
Employer identification number (EIN):770143866
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK M MCCARTY2024-06-11
0012022-01-01TIMOTHY BRYANT2023-06-14
0012021-01-01TIMOTHY BRYANT2022-05-29
0012020-01-01TIMOTHY BRYANT2021-06-06
0012019-01-01TIMOTHY BRYANT2020-06-15
0012018-01-01TIMOTHY BRYANT2019-05-06
0012017-01-01TIMOTHY BRYANT2018-07-19
0012017-01-01TIMOTHY BRYANT2019-04-12
0012016-01-01TIMOTHY BRYANT2017-04-27
0012015-01-01TIMOTHY BRYANT2016-10-14
0012014-01-01TIMOTHY BRYANT2015-10-05
0012013-01-01TIMOTHY BRYANT2014-07-21
0012012-01-01TIMOTHY BRYANT2014-07-23
0012011-01-01TIMOTHY BRYANT
0012010-01-01TIMOTHY BRYANT
0012009-01-01TIMOTHY BRYANT

Plan Statistics for GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN

401k plan membership statisitcs for GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN

Measure Date Value
2011: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
2010: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0119
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
2009: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126
Number of participants with account balances2009-01-0122

Financial Data on GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN

Measure Date Value
2011 : GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,977
Expenses. Total of all expenses incurred2011-12-31$40,144
Benefits paid (including direct rollovers)2011-12-31$39,924
Total plan assets at end of year2011-12-31$306,913
Total plan assets at beginning of year2011-12-31$290,080
Expenses. Other expenses not covered elsewhere2011-12-31$220
Other income received2011-12-31$1,338
Net income (gross income less expenses)2011-12-31$16,833
Net plan assets at end of year (total assets less liabilities)2011-12-31$306,913
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$290,080
Total contributions received or receivable from employer(s)2011-12-31$55,639
2010 : GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$58,738
Expenses. Total of all expenses incurred2010-12-31$91,648
Benefits paid (including direct rollovers)2010-12-31$91,523
Total plan assets at end of year2010-12-31$290,080
Total plan assets at beginning of year2010-12-31$322,990
Expenses. Other expenses not covered elsewhere2010-12-31$125
Other income received2010-12-31$4,012
Net income (gross income less expenses)2010-12-31$-32,910
Net plan assets at end of year (total assets less liabilities)2010-12-31$290,080
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$322,990
Total contributions received or receivable from employer(s)2010-12-31$54,726

Form 5500 Responses for GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN

2011: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GENERAL SURGERY MEDICAL GROUP OF VENTURA COUNTY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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