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ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 018

ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANESTHESIA ASSOCIATES OF MEDFORD, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIA ASSOCIATES OF MEDFORD, P.C.
Employer identification number (EIN):930591352
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ANESTHESIA ASSOCIATES OF MEDFORD, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1971-07-01
Company Identification Number: 9362310
Legal Registered Office Address: 1093 ROYAL CT

MEDFORD
United States of America (USA)
97504

More information about ANESTHESIA ASSOCIATES OF MEDFORD, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182023-01-01BRIAN HALL2024-08-30
0182022-01-01BRIAN HALL2023-07-13
0182021-01-01BRIAN HALL2022-08-30
0182020-01-01BRIAN HALL2021-06-10
0182019-01-01BRIAN HALL2020-06-17
0182018-01-01BRIAN HALL2019-09-26
0182017-01-01
0182016-01-01
0182015-01-01
0182014-01-01BRIAN HALL
0182013-01-01DAVID GRANT
0182012-01-01DAVID GRANT
0182011-01-01TED J. MCGILL, M.D.
0182009-07-01TED J. MCGILL, M.D.

Plan Statistics for ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0150
Total number of active participants reported on line 7a of the Form 55002023-01-0141
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0151
Number of participants with account balances2023-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0150
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0145
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0147
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0143
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0145
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0140
Total number of active participants reported on line 7a of the Form 55002019-01-0140
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0140
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0132
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-0134
2013: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0128
Total number of active participants reported on line 7a of the Form 55002009-07-0126
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0129
Number of participants with account balances2009-07-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$8,727,563
Expenses. Total of all expenses incurred2023-12-31$940,702
Benefits paid (including direct rollovers)2023-12-31$702,523
Total plan assets at end of year2023-12-31$44,488,671
Total plan assets at beginning of year2023-12-31$36,701,810
Value of fidelity bond covering the plan2023-12-31$1,025,905
Total contributions received or receivable from participants2023-12-31$954,250
Assets. Value of loans (other than to participants)2023-12-31$211,734
Other income received2023-12-31$6,155,445
Net income (gross income less expenses)2023-12-31$7,786,861
Net plan assets at end of year (total assets less liabilities)2023-12-31$44,488,671
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$36,701,810
Assets. Value of participant loans2023-12-31$50,593
Assets. Value of assets in partnership/joint-venture interests2023-12-31$783,717
Total contributions received or receivable from employer(s)2023-12-31$1,617,868
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$238,179
2022 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$-3,084,810
Expenses. Total of all expenses incurred2022-12-31$2,013,969
Benefits paid (including direct rollovers)2022-12-31$1,788,305
Total plan assets at end of year2022-12-31$36,701,810
Total plan assets at beginning of year2022-12-31$41,800,589
Value of fidelity bond covering the plan2022-12-31$1,694,885
Total contributions received or receivable from participants2022-12-31$884,120
Assets. Value of loans (other than to participants)2022-12-31$214,110
Contributions received from other sources (not participants or employers)2022-12-31$8,251
Other income received2022-12-31$-5,527,152
Net income (gross income less expenses)2022-12-31$-5,098,779
Net plan assets at end of year (total assets less liabilities)2022-12-31$36,701,810
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$41,800,589
Assets. Value of participant loans2022-12-31$7,609
Assets. Value of assets in partnership/joint-venture interests2022-12-31$811,795
Assets. Value of real-estate (other than employer real property)2022-12-31$697,150
Total contributions received or receivable from employer(s)2022-12-31$1,549,971
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$225,664
2021 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$8,138,844
Expenses. Total of all expenses incurred2021-12-31$6,409,641
Benefits paid (including direct rollovers)2021-12-31$6,197,698
Total plan assets at end of year2021-12-31$41,800,589
Total plan assets at beginning of year2021-12-31$40,071,386
Value of fidelity bond covering the plan2021-12-31$1,694,885
Total contributions received or receivable from participants2021-12-31$868,425
Assets. Value of loans (other than to participants)2021-12-31$216,421
Contributions received from other sources (not participants or employers)2021-12-31$8,504
Other income received2021-12-31$5,765,667
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,729,203
Net plan assets at end of year (total assets less liabilities)2021-12-31$41,800,589
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$40,071,386
Assets. Value of participant loans2021-12-31$16,203
Assets. Value of assets in partnership/joint-venture interests2021-12-31$702,920
Assets. Value of real-estate (other than employer real property)2021-12-31$587,700
Total contributions received or receivable from employer(s)2021-12-31$1,496,248
Value of corrective distributions2021-12-31$1,955
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$209,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$6,245,498
Expenses. Total of all expenses incurred2020-12-31$395,070
Benefits paid (including direct rollovers)2020-12-31$233,236
Total plan assets at end of year2020-12-31$40,071,386
Total plan assets at beginning of year2020-12-31$34,220,958
Value of fidelity bond covering the plan2020-12-31$1,694,885
Total contributions received or receivable from participants2020-12-31$813,800
Assets. Value of loans (other than to participants)2020-12-31$218,422
Other income received2020-12-31$4,095,612
Net income (gross income less expenses)2020-12-31$5,850,428
Net plan assets at end of year (total assets less liabilities)2020-12-31$40,071,386
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$34,220,958
Assets. Value of participant loans2020-12-31$39,573
Assets. Value of assets in partnership/joint-venture interests2020-12-31$696,918
Assets. Value of real-estate (other than employer real property)2020-12-31$517,030
Total contributions received or receivable from employer(s)2020-12-31$1,336,086
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$161,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$10,123
Total income from all sources2019-12-31$7,018,079
Expenses. Total of all expenses incurred2019-12-31$3,006,756
Benefits paid (including direct rollovers)2019-12-31$2,846,978
Total plan assets at end of year2019-12-31$34,220,958
Total plan assets at beginning of year2019-12-31$30,219,758
Value of fidelity bond covering the plan2019-12-31$1,791,419
Total contributions received or receivable from participants2019-12-31$697,675
Assets. Value of loans (other than to participants)2019-12-31$221,134
Expenses. Other expenses not covered elsewhere2019-12-31$25
Other income received2019-12-31$5,153,304
Net income (gross income less expenses)2019-12-31$4,011,323
Net plan assets at end of year (total assets less liabilities)2019-12-31$34,220,958
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$30,209,635
Assets. Value of participant loans2019-12-31$60,101
Assets. Value of assets in partnership/joint-venture interests2019-12-31$694,257
Assets. Value of real-estate (other than employer real property)2019-12-31$737,470
Total contributions received or receivable from employer(s)2019-12-31$1,167,100
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$159,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$376,480
2018 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$10,123
Total plan liabilities at beginning of year2018-12-31$2,868
Total income from all sources2018-12-31$6,616,266
Expenses. Total of all expenses incurred2018-12-31$1,034,708
Benefits paid (including direct rollovers)2018-12-31$904,501
Total plan assets at end of year2018-12-31$30,219,758
Total plan assets at beginning of year2018-12-31$24,630,945
Value of fidelity bond covering the plan2018-12-31$1,790,419
Total contributions received or receivable from participants2018-12-31$681,038
Assets. Value of loans (other than to participants)2018-12-31$222,142
Expenses. Other expenses not covered elsewhere2018-12-31$1,762
Contributions received from other sources (not participants or employers)2018-12-31$6,034,821
Other income received2018-12-31$-1,297,719
Net income (gross income less expenses)2018-12-31$5,581,558
Net plan assets at end of year (total assets less liabilities)2018-12-31$30,209,635
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$24,628,077
Assets. Value of participant loans2018-12-31$80,942
Assets. Value of assets in partnership/joint-venture interests2018-12-31$502,317
Assets. Value of real-estate (other than employer real property)2018-12-31$1,065,960
Total contributions received or receivable from employer(s)2018-12-31$1,198,126
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$128,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$2,868
Total plan liabilities at beginning of year2017-12-31$3,432
Total income from all sources2017-12-31$6,302,748
Expenses. Total of all expenses incurred2017-12-31$5,643,454
Benefits paid (including direct rollovers)2017-12-31$5,511,196
Total plan assets at end of year2017-12-31$24,630,945
Total plan assets at beginning of year2017-12-31$23,972,215
Value of fidelity bond covering the plan2017-12-31$1,592,000
Total contributions received or receivable from participants2017-12-31$528,600
Assets. Value of loans (other than to participants)2017-12-31$270,152
Expenses. Other expenses not covered elsewhere2017-12-31$335
Contributions received from other sources (not participants or employers)2017-12-31$571,319
Other income received2017-12-31$4,199,879
Net income (gross income less expenses)2017-12-31$659,294
Net plan assets at end of year (total assets less liabilities)2017-12-31$24,628,077
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$23,968,783
Assets. Value of participant loans2017-12-31$115,759
Assets. Value of assets in partnership/joint-venture interests2017-12-31$352,777
Assets. Value of real-estate (other than employer real property)2017-12-31$968,370
Total contributions received or receivable from employer(s)2017-12-31$1,002,950
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$131,923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,432
Total plan liabilities at beginning of year2016-12-31$407,694
Total income from all sources2016-12-31$3,612,825
Expenses. Total of all expenses incurred2016-12-31$665,930
Benefits paid (including direct rollovers)2016-12-31$568,910
Total plan assets at end of year2016-12-31$23,972,215
Total plan assets at beginning of year2016-12-31$21,429,582
Value of fidelity bond covering the plan2016-12-31$1,545,000
Total contributions received or receivable from participants2016-12-31$465,250
Assets. Value of loans (other than to participants)2016-12-31$271,839
Expenses. Other expenses not covered elsewhere2016-12-31$8,817
Contributions received from other sources (not participants or employers)2016-12-31$366,430
Other income received2016-12-31$1,919,537
Net income (gross income less expenses)2016-12-31$2,946,895
Net plan assets at end of year (total assets less liabilities)2016-12-31$23,968,783
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$21,021,888
Assets. Value of participant loans2016-12-31$91,871
Assets. Value of assets in partnership/joint-venture interests2016-12-31$297,210
Assets. Value of real-estate (other than employer real property)2016-12-31$933,350
Total contributions received or receivable from employer(s)2016-12-31$861,608
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$88,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$407,694
Total plan liabilities at beginning of year2015-12-31$338,863
Total income from all sources2015-12-31$1,669,170
Expenses. Total of all expenses incurred2015-12-31$5,724,175
Benefits paid (including direct rollovers)2015-12-31$5,595,623
Total plan assets at end of year2015-12-31$21,429,582
Total plan assets at beginning of year2015-12-31$25,415,756
Value of fidelity bond covering the plan2015-12-31$1,545,000
Total contributions received or receivable from participants2015-12-31$480,100
Assets. Value of loans (other than to participants)2015-12-31$273,675
Expenses. Other expenses not covered elsewhere2015-12-31$15,953
Contributions received from other sources (not participants or employers)2015-12-31$562,240
Other income received2015-12-31$-164,850
Net income (gross income less expenses)2015-12-31$-4,055,005
Net plan assets at end of year (total assets less liabilities)2015-12-31$21,021,888
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$25,076,893
Assets. Value of participant loans2015-12-31$125,792
Assets. Value of real-estate (other than employer real property)2015-12-31$864,310
Total contributions received or receivable from employer(s)2015-12-31$791,680
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$112,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$338,863
Total plan liabilities at beginning of year2014-12-31$322,609
Total income from all sources2014-12-31$2,158,267
Expenses. Total of all expenses incurred2014-12-31$141,580
Benefits paid (including direct rollovers)2014-12-31$54
Total plan assets at end of year2014-12-31$25,415,756
Total plan assets at beginning of year2014-12-31$23,382,815
Value of fidelity bond covering the plan2014-12-31$1,545,000
Total contributions received or receivable from participants2014-12-31$465,370
Assets. Value of loans (other than to participants)2014-12-31$283,199
Expenses. Other expenses not covered elsewhere2014-12-31$3,985
Other income received2014-12-31$872,999
Net income (gross income less expenses)2014-12-31$2,016,687
Net plan assets at end of year (total assets less liabilities)2014-12-31$25,076,893
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,060,206
Assets. Value of participant loans2014-12-31$69,010
Assets. Value of real-estate (other than employer real property)2014-12-31$1,261,310
Total contributions received or receivable from employer(s)2014-12-31$819,898
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$137,541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$322,609
Total plan liabilities at beginning of year2013-12-31$403,216
Total income from all sources2013-12-31$4,568,127
Expenses. Total of all expenses incurred2013-12-31$170,220
Benefits paid (including direct rollovers)2013-12-31$51,649
Total plan assets at end of year2013-12-31$23,382,815
Total plan assets at beginning of year2013-12-31$19,065,515
Value of fidelity bond covering the plan2013-12-31$1,437,000
Total contributions received or receivable from participants2013-12-31$464,473
Assets. Value of loans (other than to participants)2013-12-31$157,421
Expenses. Other expenses not covered elsewhere2013-12-31$5,483
Other income received2013-12-31$3,309,090
Net income (gross income less expenses)2013-12-31$4,397,907
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,060,206
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$18,662,299
Assets. Value of participant loans2013-12-31$75,327
Assets. Value of real-estate (other than employer real property)2013-12-31$945,903
Total contributions received or receivable from employer(s)2013-12-31$794,564
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$113,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$403,216
Total plan liabilities at beginning of year2012-12-31$431,719
Total income from all sources2012-12-31$2,756,979
Expenses. Total of all expenses incurred2012-12-31$280,988
Benefits paid (including direct rollovers)2012-12-31$186,085
Total plan assets at end of year2012-12-31$19,065,515
Total plan assets at beginning of year2012-12-31$16,618,027
Value of fidelity bond covering the plan2012-12-31$1,437,000
Total contributions received or receivable from participants2012-12-31$449,459
Assets. Value of loans (other than to participants)2012-12-31$147,665
Expenses. Other expenses not covered elsewhere2012-12-31$5,473
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,604,231
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,475,991
Net plan assets at end of year (total assets less liabilities)2012-12-31$18,662,299
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,186,308
Assets. Value of participant loans2012-12-31$103,143
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$965,330
Total contributions received or receivable from employer(s)2012-12-31$703,289
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$89,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$431,719
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$568,005
Expenses. Total of all expenses incurred2011-12-31$181,905
Benefits paid (including direct rollovers)2011-12-31$100,175
Total plan assets at end of year2011-12-31$16,618,027
Total plan assets at beginning of year2011-12-31$15,800,208
Value of fidelity bond covering the plan2011-12-31$1,437,000
Total contributions received or receivable from participants2011-12-31$451,460
Assets. Value of loans (other than to participants)2011-12-31$139,542
Expenses. Other expenses not covered elsewhere2011-12-31$5,748
Contributions received from other sources (not participants or employers)2011-12-31$105,449
Other income received2011-12-31$-744,492
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$386,100
Net plan assets at end of year (total assets less liabilities)2011-12-31$16,186,308
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$15,800,208
Assets. Value of participant loans2011-12-31$148,706
Assets. Value of assets in partnership/joint-venture interests2011-12-31$112,000
Assets. Value of real-estate (other than employer real property)2011-12-31$502,260
Total contributions received or receivable from employer(s)2011-12-31$755,588
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$75,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,292,987
Expenses. Total of all expenses incurred2010-12-31$812,510
Benefits paid (including direct rollovers)2010-12-31$732,256
Total plan assets at end of year2010-12-31$15,800,208
Total plan assets at beginning of year2010-12-31$14,319,731
Value of fidelity bond covering the plan2010-12-31$1,437,000
Total contributions received or receivable from participants2010-12-31$449,475
Assets. Value of loans (other than to participants)2010-12-31$182,097
Expenses. Other expenses not covered elsewhere2010-12-31$7,266
Other income received2010-12-31$1,090,771
Net income (gross income less expenses)2010-12-31$1,480,477
Net plan assets at end of year (total assets less liabilities)2010-12-31$15,800,208
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$14,319,731
Assets. Value of participant loans2010-12-31$182,514
Assets. Value of assets in partnership/joint-venture interests2010-12-31$222,177
Assets. Value of real-estate (other than employer real property)2010-12-31$775,536
Total contributions received or receivable from employer(s)2010-12-31$752,741
Value of corrective distributions2010-12-31$1,167
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$71,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN

2023: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING 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: ANESTHESIA ASSOCIATES OF MEDFORD, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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