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SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN
Plan identification number 003

SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC.
Employer identification number (EIN):941699560
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 FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-10-01WILLIAM MONTGOMERY2021-10-04 WILLIAM MONTGOMERY2021-10-04
0032019-10-01WILLIAM MONTGOMERY2021-07-09 WILLIAM MONTGOMERY2021-07-09
0032018-10-01WILLIAM MONTGOMERY2020-07-07 WILLIAM MONTGOMERY2020-07-07
0032017-10-01WILLIAM MONTGOMERY2020-07-07 WILLIAM MONTGOMERY2020-07-07
0032017-10-01WILLIAM MONTGOMERY2019-07-09 WILLIAM MONTGOMERY2019-07-09
0032016-10-01DMITRI LEBEDEV2018-07-12 DMITRI LEBEDEV2018-07-12
0032015-10-01DMITRI LEBEDEV DMITRI LEBEDEV2017-07-13
0032014-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2016-06-29
0032013-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2015-04-01
0032012-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2014-04-15
0032011-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2013-02-11
0032009-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2011-03-15
0032009-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2011-03-15
0032009-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2011-03-15
0032009-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2011-03-15
0032009-10-01WILLIAM H. MONTGOMERY WILLIAM H. MONTGOMERY2011-03-15

Plan Statistics for SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2015: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0147
Total number of active participants reported on line 7a of the Form 55002015-10-0120
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0120
Number of participants with account balances2015-10-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0150
Total number of active participants reported on line 7a of the Form 55002014-10-0118
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0129
Total of all active and inactive participants2014-10-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0147
Number of participants with account balances2014-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0148
Total number of active participants reported on line 7a of the Form 55002013-10-0117
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0133
Total of all active and inactive participants2013-10-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0150
Number of participants with account balances2013-10-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0151
Total number of active participants reported on line 7a of the Form 55002012-10-0124
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0124
Total of all active and inactive participants2012-10-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0148
Number of participants with account balances2012-10-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0151
Total number of active participants reported on line 7a of the Form 55002011-10-0123
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0128
Total of all active and inactive participants2011-10-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0151
Number of participants with account balances2011-10-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-014
2009: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0149
Total number of active participants reported on line 7a of the Form 55002009-10-0123
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0125
Total of all active and inactive participants2009-10-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0148
Number of participants with account balances2009-10-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2016 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$293
Total plan liabilities at beginning of year2016-09-30$6,398
Total income from all sources2016-09-30$361,726
Expenses. Total of all expenses incurred2016-09-30$1,546,001
Benefits paid (including direct rollovers)2016-09-30$1,546,001
Total plan assets at end of year2016-09-30$3,603,049
Total plan assets at beginning of year2016-09-30$4,793,429
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$32,212
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$329,514
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$-1,184,275
Net plan assets at end of year (total assets less liabilities)2016-09-30$3,602,756
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$4,787,031
Assets. Value of participant loans2016-09-30$35,598
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$6,398
Total plan liabilities at beginning of year2015-09-30$6,105
Total income from all sources2015-09-30$250,768
Expenses. Total of all expenses incurred2015-09-30$805,452
Benefits paid (including direct rollovers)2015-09-30$352,169
Total plan assets at end of year2015-09-30$4,793,429
Total plan assets at beginning of year2015-09-30$5,347,820
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$95,775
Expenses. Other expenses not covered elsewhere2015-09-30$453,283
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$112,621
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-554,684
Net plan assets at end of year (total assets less liabilities)2015-09-30$4,787,031
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$5,341,715
Total contributions received or receivable from employer(s)2015-09-30$42,372
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$6,105
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$752,629
Expenses. Total of all expenses incurred2014-09-30$3,341,941
Benefits paid (including direct rollovers)2014-09-30$3,341,941
Total plan assets at end of year2014-09-30$5,347,820
Total plan assets at beginning of year2014-09-30$7,931,027
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$101,871
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$650,758
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-2,589,312
Net plan assets at end of year (total assets less liabilities)2014-09-30$5,341,715
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$7,931,027
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$1,111,417
Expenses. Total of all expenses incurred2013-09-30$15,048
Benefits paid (including direct rollovers)2013-09-30$15,048
Total plan assets at end of year2013-09-30$7,931,027
Total plan assets at beginning of year2013-09-30$6,834,658
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$101,120
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$876,263
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$1,096,369
Net plan assets at end of year (total assets less liabilities)2013-09-30$7,931,027
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$6,834,658
Assets. Value of participant loans2013-09-30$10,267
Total contributions received or receivable from employer(s)2013-09-30$134,034
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$1,099,503
Expenses. Total of all expenses incurred2012-09-30$2,026
Benefits paid (including direct rollovers)2012-09-30$2,026
Total plan assets at end of year2012-09-30$6,834,658
Total plan assets at beginning of year2012-09-30$5,737,181
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$89,118
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$893,784
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$1,097,477
Net plan assets at end of year (total assets less liabilities)2012-09-30$6,834,658
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$5,737,181
Assets. Value of participant loans2012-09-30$25,920
Total contributions received or receivable from employer(s)2012-09-30$116,601
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$169,292
Expenses. Total of all expenses incurred2011-09-30$91,684
Benefits paid (including direct rollovers)2011-09-30$40,209
Total plan assets at end of year2011-09-30$5,737,181
Total plan assets at beginning of year2011-09-30$5,659,573
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$53,358
Expenses. Other expenses not covered elsewhere2011-09-30$51,475
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$0
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$77,608
Net plan assets at end of year (total assets less liabilities)2011-09-30$5,737,181
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$5,659,573
Assets. Value of participant loans2011-09-30$25,920
Total contributions received or receivable from employer(s)2011-09-30$115,934
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN

2015: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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