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SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameSAN JOSE MEDICAL GROUP, INC. 401(K) PLAN
Plan identification number 002

SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SAN JOSE MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN JOSE MEDICAL GROUP, INC.
Employer identification number (EIN):941326380
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01SHABNAM HUSAIN, M.D.2023-10-13
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NICOLE MCMAHON
0022016-01-01NICOLE MCMAHON
0022015-01-01ERICA LUNA
0022014-01-01CARL KETTLER CARL KETTLER2015-10-12
0022013-01-01CARL KETTLER CARL KETTLER2014-10-15
0022012-01-01CARL KETTLER CARL KETTLER2013-10-15
0022011-01-01GREGORY HOFFMAN
0022009-01-01JESSICA MESSANO
0022009-01-012010-10-15

Plan Statistics for SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2023: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0185
Total number of active participants reported on line 7a of the Form 55002023-01-0145
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0182
Number of participants with account balances2023-01-0182
2022: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0178
Total number of active participants reported on line 7a of the Form 55002022-01-0147
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0183
Number of participants with account balances2022-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0189
Total number of active participants reported on line 7a of the Form 55002021-01-0147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0182
Number of participants with account balances2021-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0187
Total number of active participants reported on line 7a of the Form 55002020-01-0155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0189
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0187
Number of participants with account balances2019-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-0160
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01130
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01132
2015: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-0175
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01160
Total participants2015-01-01160
Number of participants with account balances2015-01-01156
2014: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01117
Total of all active and inactive participants2014-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01214
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01203
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01287
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01126
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01202
Number of participants with account balances2012-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01298
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01286
Number of participants with account balances2011-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01289
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01141
Total of all active and inactive participants2009-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01298
Number of participants with account balances2009-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2023 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$10,660,760
Expenses. Total of all expenses incurred2023-12-31$3,343,550
Benefits paid (including direct rollovers)2023-12-31$3,250,545
Total plan assets at end of year2023-12-31$47,271,418
Total plan assets at beginning of year2023-12-31$39,954,208
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$1,065,530
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$11,266
Other income received2023-12-31$8,627,831
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$7,317,210
Net plan assets at end of year (total assets less liabilities)2023-12-31$47,271,418
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$39,954,208
Assets. Value of participant loans2023-12-31$51,638
Assets. Value of assets in partnership/joint-venture interests2023-12-31$1,385,460
Total contributions received or receivable from employer(s)2023-12-31$956,133
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$89
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$92,916
2022 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-8,310,036
Expenses. Total of all expenses incurred2022-12-31$2,717,484
Benefits paid (including direct rollovers)2022-12-31$2,624,783
Total plan assets at end of year2022-12-31$39,954,208
Total plan assets at beginning of year2022-12-31$50,981,728
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$949,245
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-10,009,749
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-11,027,520
Net plan assets at end of year (total assets less liabilities)2022-12-31$39,954,208
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$50,981,728
Assets. Value of participant loans2022-12-31$53,433
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,512,740
Total contributions received or receivable from employer(s)2022-12-31$750,468
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$92,701
2021 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$8,708,805
Expenses. Total of all expenses incurred2021-12-31$3,697,361
Benefits paid (including direct rollovers)2021-12-31$3,597,703
Total plan assets at end of year2021-12-31$50,981,728
Total plan assets at beginning of year2021-12-31$45,970,284
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$911,227
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$6,119,911
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$5,011,444
Net plan assets at end of year (total assets less liabilities)2021-12-31$50,981,728
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$45,970,284
Assets. Value of participant loans2021-12-31$78,783
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,402,660
Total contributions received or receivable from employer(s)2021-12-31$1,677,667
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$99,658
2020 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$9,030,186
Expenses. Total of all expenses incurred2020-12-31$5,105,276
Benefits paid (including direct rollovers)2020-12-31$4,999,863
Total plan assets at end of year2020-12-31$45,970,284
Total plan assets at beginning of year2020-12-31$42,045,374
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$1,112,890
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$11,737
Other income received2020-12-31$6,681,559
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,924,910
Net plan assets at end of year (total assets less liabilities)2020-12-31$45,970,284
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$42,045,374
Assets. Value of participant loans2020-12-31$64,112
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,307,200
Total contributions received or receivable from employer(s)2020-12-31$1,224,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$6,265
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$99,148
2019 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$68,800
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,721
Total unrealized appreciation/depreciation of assets2019-12-31$79,521
Total unrealized appreciation/depreciation of assets2019-12-31$79,521
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,856,646
Total income from all sources (including contributions)2019-12-31$10,856,646
Total loss/gain on sale of assets2019-12-31$33,576
Total loss/gain on sale of assets2019-12-31$33,576
Total of all expenses incurred2019-12-31$6,773,425
Total of all expenses incurred2019-12-31$6,773,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,685,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,685,565
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,879,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,879,238
Value of total assets at end of year2019-12-31$42,045,374
Value of total assets at end of year2019-12-31$42,045,374
Value of total assets at beginning of year2019-12-31$37,962,153
Value of total assets at beginning of year2019-12-31$37,962,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,860
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$122,400
Total interest from all sources2019-12-31$122,400
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,057,575
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,057,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,050,735
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,050,735
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,061,599
Contributions received from participants2019-12-31$1,061,599
Participant contributions at end of year2019-12-31$82,540
Participant contributions at end of year2019-12-31$82,540
Participant contributions at beginning of year2019-12-31$107,342
Participant contributions at beginning of year2019-12-31$107,342
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$513,681
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$513,681
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$83,327
Administrative expenses (other) incurred2019-12-31$83,327
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,083,221
Value of net income/loss2019-12-31$4,083,221
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,045,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,045,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,962,153
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,962,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,307,200
Assets. partnership/joint venture interests at end of year2019-12-31$1,307,200
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,238,400
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,238,400
Investment advisory and management fees2019-12-31$4,533
Investment advisory and management fees2019-12-31$4,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,342,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,342,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,110,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,110,881
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$5,541
Interest on participant loans2019-12-31$5,541
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,450,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,450,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,102,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,102,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,102,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,102,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$116,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$116,859
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,684,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,684,336
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,303,958
Contributions received in cash from employer2019-12-31$1,303,958
Employer contributions (assets) at end of year2019-12-31$729,295
Employer contributions (assets) at end of year2019-12-31$729,295
Employer contributions (assets) at beginning of year2019-12-31$173,031
Employer contributions (assets) at beginning of year2019-12-31$173,031
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$6,840
Income. Dividends from common stock2019-12-31$6,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,685,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,685,565
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$133,284
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$133,284
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$230,008
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$230,008
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$251,397
Aggregate proceeds on sale of assets2019-12-31$251,397
Aggregate carrying amount (costs) on sale of assets2019-12-31$217,821
Aggregate carrying amount (costs) on sale of assets2019-12-31$217,821
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm name2019-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2019-12-31941341042
Accountancy firm EIN2019-12-31941341042
2018 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$303,580
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-817,658
Total unrealized appreciation/depreciation of assets2018-12-31$-514,078
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$263,010
Total loss/gain on sale of assets2018-12-31$-5,863
Total of all expenses incurred2018-12-31$2,598,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,578,220
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,327,049
Value of total assets at end of year2018-12-31$37,962,153
Value of total assets at beginning of year2018-12-31$40,297,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,971
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$81,536
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,666,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,662,736
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,066,173
Participant contributions at end of year2018-12-31$107,342
Participant contributions at beginning of year2018-12-31$113,267
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$17,418
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,335,181
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,962,153
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,297,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,238,400
Assets. partnership/joint venture interests at beginning of year2018-12-31$934,820
Investment advisory and management fees2018-12-31$2,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,110,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,256,364
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$6,058
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,102,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,626,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,626,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$75,478
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,292,048
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,258,113
Employer contributions (assets) at end of year2018-12-31$173,031
Employer contributions (assets) at beginning of year2018-12-31$179,879
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$3,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,578,220
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$230,008
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$186,232
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$81,990
Aggregate carrying amount (costs) on sale of assets2018-12-31$87,853
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2018-12-31941341042
2017 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$10,320
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$37,985
Total unrealized appreciation/depreciation of assets2017-12-31$48,305
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,819,799
Total loss/gain on sale of assets2017-12-31$-2,993
Total of all expenses incurred2017-12-31$3,261,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,210,501
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,306,790
Value of total assets at end of year2017-12-31$40,297,334
Value of total assets at beginning of year2017-12-31$35,739,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,036
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$54,808
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,077,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,075,394
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$954,282
Participant contributions at end of year2017-12-31$113,267
Participant contributions at beginning of year2017-12-31$71,555
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$13,973
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$49,653
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$4,558,262
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,297,334
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,739,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$934,820
Assets. partnership/joint venture interests at beginning of year2017-12-31$924,500
Investment advisory and management fees2017-12-31$1,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,256,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,299,804
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$3,720
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,626,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,141,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,141,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51,088
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,335,025
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,302,508
Employer contributions (assets) at end of year2017-12-31$179,879
Employer contributions (assets) at beginning of year2017-12-31$303,435
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$2,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,210,501
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$186,232
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$984,686
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$25,565
Aggregate carrying amount (costs) on sale of assets2017-12-31$28,558
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2017-12-31941341042
2016 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$42,438
Total unrealized appreciation/depreciation of assets2016-12-31$42,438
Total transfer of assets to this plan2016-12-31$0
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,825,358
Total loss/gain on sale of assets2016-12-31$40,185
Total of all expenses incurred2016-12-31$3,373,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,387,841
Expenses. Certain deemed distributions of participant loans2016-12-31$-33,448
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,898,019
Value of total assets at end of year2016-12-31$35,739,072
Value of total assets at beginning of year2016-12-31$34,286,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,695
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$39,080
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,000,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$988,818
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$889,787
Participant contributions at end of year2016-12-31$71,555
Participant contributions at beginning of year2016-12-31$135,859
Participant contributions at end of year2016-12-31$13,973
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$18,136
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,452,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,739,072
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,286,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$924,500
Assets. partnership/joint venture interests at beginning of year2016-12-31$910,740
Investment advisory and management fees2016-12-31$559
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,299,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,676,695
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$6,803
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,141,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,304,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,304,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32,277
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,805,378
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,008,232
Employer contributions (assets) at end of year2016-12-31$303,435
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$11,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,387,841
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$984,686
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$259,205
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$488,238
Aggregate carrying amount (costs) on sale of assets2016-12-31$448,053
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2016-12-31941341042
2015 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$187,480
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$187,480
Total transfer of assets to this plan2015-12-31$0
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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,684,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,278,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,237,130
Expenses. Certain deemed distributions of participant loans2015-12-31$32,708
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,197,814
Value of total assets at end of year2015-12-31$34,286,802
Value of total assets at beginning of year2015-12-31$35,881,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,873
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$11,968
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,091,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,089,811
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,200,615
Participant contributions at end of year2015-12-31$135,859
Participant contributions at beginning of year2015-12-31$161,663
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$205,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$8,873
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,594,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,286,802
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,881,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$910,740
Assets. partnership/joint venture interests at beginning of year2015-12-31$723,260
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,676,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,712,443
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$9,972
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$3,283,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,304,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,996
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-962,025
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$157,388
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$792,199
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$1,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,237,130
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$259,205
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2015-12-31941341042
2014 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$3,882,408
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,587,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,437,377
Value of total corrective distributions2014-12-31$17,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,148,232
Value of total assets at end of year2014-12-31$35,881,202
Value of total assets at beginning of year2014-12-31$36,586,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$132,603
Total interest from all sources2014-12-31$7,003
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,969,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,969,764
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,240,878
Participant contributions at end of year2014-12-31$161,663
Participant contributions at beginning of year2014-12-31$122,988
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$145,799
Other income not declared elsewhere2014-12-31$56,121
Administrative expenses (other) incurred2014-12-31$132,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-705,069
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,881,202
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,586,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$723,260
Assets. partnership/joint venture interests at beginning of year2014-12-31$723,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,712,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,672,171
Interest on participant loans2014-12-31$7,003
Value of interest in common/collective trusts at end of year2014-12-31$3,283,836
Value of interest in common/collective trusts at beginning of year2014-12-31$3,368,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,698,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,698,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-371,946
Net investment gain or loss from common/collective trusts2014-12-31$73,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$761,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,437,377
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2014-12-31941341042
2013 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$98,900
Total unrealized appreciation/depreciation of assets2013-12-31$98,900
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$7,982,825
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,452,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,425,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,819,032
Value of total assets at end of year2013-12-31$36,586,271
Value of total assets at beginning of year2013-12-31$30,056,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,975
Total interest from all sources2013-12-31$6,831
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$374,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$374,124
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,001,387
Participant contributions at end of year2013-12-31$122,988
Participant contributions at beginning of year2013-12-31$89,621
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$26,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,530,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,586,271
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,056,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$723,260
Assets. partnership/joint venture interests at beginning of year2013-12-31$624,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,672,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,418,981
Interest on participant loans2013-12-31$6,505
Value of interest in common/collective trusts at end of year2013-12-31$3,368,868
Value of interest in common/collective trusts at beginning of year2013-12-31$3,061,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,698,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,861,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,861,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,160,459
Net investment gain or loss from common/collective trusts2013-12-31$523,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$817,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,425,714
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2013-12-31941341042
2012 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-18,060
Total unrealized appreciation/depreciation of assets2012-12-31$-18,060
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$5,154,493
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,780,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,758,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,802,363
Value of total assets at end of year2012-12-31$30,056,135
Value of total assets at beginning of year2012-12-31$29,681,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,791
Total interest from all sources2012-12-31$12,849
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$377,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$377,476
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,042,006
Participant contributions at end of year2012-12-31$89,621
Participant contributions at beginning of year2012-12-31$360,747
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$21,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$374,281
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,056,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,681,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$624,360
Assets. partnership/joint venture interests at beginning of year2012-12-31$642,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,418,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,692,778
Interest on participant loans2012-12-31$12,535
Value of interest in common/collective trusts at end of year2012-12-31$3,061,817
Value of interest in common/collective trusts at beginning of year2012-12-31$2,475,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,861,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,510,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,510,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,730,846
Net investment gain or loss from common/collective trusts2012-12-31$249,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$760,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,758,421
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRANK, RIMERMAN CO. LLP
Accountancy firm EIN2012-12-31941341042
2011 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-4,300
Total unrealized appreciation/depreciation of assets2011-12-31$-4,300
Total transfer of assets to this plan2011-12-31$8,549
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$821,676
Total loss/gain on sale of assets2011-12-31$14,000
Total of all expenses incurred2011-12-31$2,099,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,080,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,103,116
Value of total assets at end of year2011-12-31$29,681,854
Value of total assets at beginning of year2011-12-31$30,950,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,000
Total interest from all sources2011-12-31$24,232
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$379,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$379,136
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,262,743
Participant contributions at end of year2011-12-31$360,747
Participant contributions at beginning of year2011-12-31$438,690
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,323
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,277,567
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,681,854
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,950,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$642,420
Assets. partnership/joint venture interests at beginning of year2011-12-31$1,022,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,692,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,183,258
Interest on participant loans2011-12-31$23,901
Value of interest in common/collective trusts at end of year2011-12-31$2,475,043
Value of interest in common/collective trusts at beginning of year2011-12-31$2,387,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,510,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,918,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,918,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,720,459
Net investment gain or loss from common/collective trusts2011-12-31$25,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$829,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,080,243
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$390,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$376,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2011-12-31941341042
2010 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-29,920
Total unrealized appreciation/depreciation of assets2010-12-31$-29,920
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$5,722,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,885,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,872,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,997,141
Value of total assets at end of year2010-12-31$30,950,872
Value of total assets at beginning of year2010-12-31$28,113,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,724
Total interest from all sources2010-12-31$45,356
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$416,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$416,099
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,271,980
Participant contributions at end of year2010-12-31$438,690
Participant contributions at beginning of year2010-12-31$271,078
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$12,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,837,528
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,950,872
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,113,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$1,022,720
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,052,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,183,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,459,184
Interest on participant loans2010-12-31$24,117
Interest earned on other investments2010-12-31$12,600
Value of interest in common/collective trusts at end of year2010-12-31$2,387,297
Value of interest in common/collective trusts at beginning of year2010-12-31$7,330,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,918,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,887,873
Net investment gain or loss from common/collective trusts2010-12-31$406,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$725,161
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,872,387
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRANK RIMERMAN & CO., LLP
Accountancy firm EIN2010-12-31941341042
2009 : SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN

2023: SAN JOSE MEDICAL GROUP, INC. 401(K) 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: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAN JOSE MEDICAL GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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