401k Plan data: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP plan

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 401k Plan overview

Plan Name	PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP
Plan identification number	002

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP Benefits

401k Plan Type

Defined 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.
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

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC. has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC.

Employer identification number (EIN): 942735278

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 W. REID GIEDT JR., M.D.
002 2015-01-01 JAMES M. BRENNAN, M.D.
002 2014-01-01 JAMES M. BRENNAN, M.D.
002 2013-10-01 JAMES M. BRENNAN, M.D.
002 2012-10-01 JAMES M. BRENNAN, M.D.
002 2011-10-01 JAMES M. BRENNAN, M.D.
002 2009-10-01 JAMES BRENNAN, M.D.
002 2008-10-01

Plan Statistics for PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

401k plan membership statisitcs for PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

Measure Date Value
2018: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year 2013-10-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 23
Number of retired or separated participants receiving benefits 2013-10-01 2
Number of other retired or separated participants entitled to future benefits 2013-10-01 4
Total of all active and inactive participants 2013-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 29
Number of participants with account balances 2013-10-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year 2012-10-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 24
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 4
Total of all active and inactive participants 2012-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 28
Number of participants with account balances 2012-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year 2011-10-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 26
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 2
Total of all active and inactive participants 2011-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 28
Number of participants with account balances 2011-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 1
2009: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year 2009-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 27
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 30
Number of participants with account balances 2009-10-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2018: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year	2013-10-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	23
Number of retired or separated participants receiving benefits	2013-10-01	2
Number of other retired or separated participants entitled to future benefits	2013-10-01	4
Total of all active and inactive participants	2013-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	29
Number of participants with account balances	2013-10-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year	2012-10-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	24
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	4
Total of all active and inactive participants	2012-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	28
Number of participants with account balances	2012-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year	2011-10-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	26
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	2
Total of all active and inactive participants	2011-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	28
Number of participants with account balances	2011-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	1
2009: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year	2009-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	27
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	30
Number of participants with account balances	2009-10-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

Measure	Date	Value
2018 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$23,825
Expenses. Total of all expenses incurred	2018-12-31	$660,654
Benefits paid (including direct rollovers)	2018-12-31	$656,679
Total plan assets at end of year	2018-12-31	$4,841,594
Total plan assets at beginning of year	2018-12-31	$5,478,423
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$142,273
Other income received	2018-12-31	$-222,757
Net income (gross income less expenses)	2018-12-31	$-636,829
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,841,594
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,478,423
Assets. Value of participant loans	2018-12-31	$14,405
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$104,309
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,975
2017 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$1,323
Total income from all sources	2017-12-31	$1,206,376
Expenses. Total of all expenses incurred	2017-12-31	$2,571,058
Benefits paid (including direct rollovers)	2017-12-31	$2,566,783
Total plan assets at end of year	2017-12-31	$5,478,423
Total plan assets at beginning of year	2017-12-31	$6,844,428
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$140,853
Other income received	2017-12-31	$947,347
Net income (gross income less expenses)	2017-12-31	$-1,364,682
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,478,423
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,843,105
Assets. Value of participant loans	2017-12-31	$20,060
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$264,514
Total contributions received or receivable from employer(s)	2017-12-31	$118,176
Value of certain deemed distributions of participant loans	2017-12-31	$66
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,209
2016 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,323
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$674,565
Expenses. Total of all expenses incurred	2016-12-31	$266,039
Benefits paid (including direct rollovers)	2016-12-31	$260,936
Total plan assets at end of year	2016-12-31	$6,844,428
Total plan assets at beginning of year	2016-12-31	$6,434,579
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$128,918
Contributions received from other sources (not participants or employers)	2016-12-31	$8,782
Other income received	2016-12-31	$412,504
Net income (gross income less expenses)	2016-12-31	$408,526
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,843,105
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,434,579
Assets. Value of participant loans	2016-12-31	$18,459
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$270,323
Total contributions received or receivable from employer(s)	2016-12-31	$124,361
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,103
2015 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$254,015
Expenses. Total of all expenses incurred	2015-12-31	$37,160
Benefits paid (including direct rollovers)	2015-12-31	$30,056
Total plan assets at end of year	2015-12-31	$6,434,579
Total plan assets at beginning of year	2015-12-31	$6,217,724
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$162,936
Contributions received from other sources (not participants or employers)	2015-12-31	$3,519
Other income received	2015-12-31	$-43,644
Net income (gross income less expenses)	2015-12-31	$216,855
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,434,579
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,217,724
Assets. Value of participant loans	2015-12-31	$53,126
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$262,239
Total contributions received or receivable from employer(s)	2015-12-31	$131,204
Value of certain deemed distributions of participant loans	2015-12-31	$2,222
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,882
2014 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$68,135
Total income from all sources	2014-12-31	$712,836
Expenses. Total of all expenses incurred	2014-12-31	$169,897
Benefits paid (including direct rollovers)	2014-12-31	$137,842
Total plan assets at end of year	2014-12-31	$6,217,724
Total plan assets at beginning of year	2014-12-31	$5,742,920
Total contributions received or receivable from participants	2014-12-31	$156,110
Contributions received from other sources (not participants or employers)	2014-12-31	$60,861
Other income received	2014-12-31	$341,073
Net income (gross income less expenses)	2014-12-31	$542,939
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,217,724
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,674,785
Assets. Value of participant loans	2014-12-31	$29,683
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$248,605
Total contributions received or receivable from employer(s)	2014-12-31	$154,792
Value of certain deemed distributions of participant loans	2014-12-31	$28,737
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,318
2013 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$68,135
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$277,454
Expenses. Total of all expenses incurred	2013-12-31	$99,802
Benefits paid (including direct rollovers)	2013-12-31	$99,802
Total plan assets at end of year	2013-12-31	$5,742,920
Total plan assets at beginning of year	2013-12-31	$5,497,133
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$24,017
Other income received	2013-12-31	$236,907
Net income (gross income less expenses)	2013-12-31	$177,652
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,674,785
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,497,133
Assets. Value of participant loans	2013-12-31	$67,521
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$245,325
Total contributions received or receivable from employer(s)	2013-12-31	$16,530
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$586,394
Expenses. Total of all expenses incurred	2013-09-30	$23,499
Benefits paid (including direct rollovers)	2013-09-30	$23,379
Total plan assets at end of year	2013-09-30	$5,493,442
Total plan assets at beginning of year	2013-09-30	$4,930,547
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Total contributions received or receivable from participants	2013-09-30	$139,122
Other income received	2013-09-30	$388,733
Net income (gross income less expenses)	2013-09-30	$562,895
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,493,442
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$4,930,547
Assets. Value of participant loans	2013-09-30	$103,839
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$244,843
Total contributions received or receivable from employer(s)	2013-09-30	$58,539
Value of certain deemed distributions of participant loans	2013-09-30	$120
2012 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$904,240
Expenses. Total of all expenses incurred	2012-09-30	$395,575
Benefits paid (including direct rollovers)	2012-09-30	$385,310
Total plan assets at end of year	2012-09-30	$4,930,547
Total plan assets at beginning of year	2012-09-30	$4,421,882
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Total contributions received or receivable from participants	2012-09-30	$144,311
Contributions received from other sources (not participants or employers)	2012-09-30	$130,637
Other income received	2012-09-30	$569,603
Net income (gross income less expenses)	2012-09-30	$508,665
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$4,930,547
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,421,882
Assets. Value of participant loans	2012-09-30	$75,244
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$246,932
Total contributions received or receivable from employer(s)	2012-09-30	$59,689
Value of certain deemed distributions of participant loans	2012-09-30	$10,265
2011 : PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$1,783
Total income from all sources	2011-09-30	$118,491
Expenses. Total of all expenses incurred	2011-09-30	$13,435
Benefits paid (including direct rollovers)	2011-09-30	$13,435
Total plan assets at end of year	2011-09-30	$4,421,532
Total plan assets at beginning of year	2011-09-30	$4,318,259
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Total contributions received or receivable from participants	2011-09-30	$154,431
Contributions received from other sources (not participants or employers)	2011-09-30	$10,748
Other income received	2011-09-30	$-109,552
Net income (gross income less expenses)	2011-09-30	$105,056
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,421,532
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,316,476
Assets. Value of participant loans	2011-09-30	$99,722
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$282,830
Total contributions received or receivable from employer(s)	2011-09-30	$62,864

Form 5500 Responses for PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

2018: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	Yes
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818159

Policy instance

Insurance contract or identification number	818159
Number of Individuals Covered	23
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $990
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	990
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818159

Policy instance

Insurance contract or identification number	818159
Number of Individuals Covered	24
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,950
Total amount of fees paid to insurance company	USD $227
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $17,950
Amount paid for insurance broker fees	227
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUINTES ADMINISTRATIVE AND

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811035

Policy instance

Insurance contract or identification number	811035
Number of Individuals Covered	26
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,013
Total amount of fees paid to insurance company	USD $634
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,013
Amount paid for insurance broker fees	634
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUINTES ADMINISTRATIVE AND

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811035

Policy instance

Insurance contract or identification number	811035
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,493
Total amount of fees paid to insurance company	USD $3,168
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,493
Amount paid for insurance broker fees	3168
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUINTES ADMINISTRATIVE AND

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811035

Policy instance

Insurance contract or identification number	811035
Number of Individuals Covered	20
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,167
Total amount of fees paid to insurance company	USD $5,255
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $10,167
Amount paid for insurance broker fees	5255
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND ALLIANCE PROGRA
Insurance broker organization code?	3
Insurance broker name	HAYASHI & WAYLAND ADMINISTRATIVE

Potentially related plans

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC.
Employer identification number (EIN):	942735278
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	W. REID GIEDT JR., M.D.
002	2015-01-01	JAMES M. BRENNAN, M.D.
002	2014-01-01	JAMES M. BRENNAN, M.D.
002	2013-10-01	JAMES M. BRENNAN, M.D.
002	2012-10-01	JAMES M. BRENNAN, M.D.
002	2011-10-01	JAMES M. BRENNAN, M.D.
002	2009-10-01	JAMES BRENNAN, M.D.
002	2008-10-01