401k Plan data: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	001

CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

CALIFORNIA MEDICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA MEDICAL SERVICES, INC.

Employer identification number (EIN): 943315828

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LEONARD GORDON
001 2017-01-01
001 2016-01-01 LEONARD GORDON
001 2015-01-01 LEONARD GORDON
001 2014-01-01 HENRY GLASSER
001 2013-01-01 HENRY GLASSER
001 2012-01-01 HENRY GLASSER
001 2011-01-01 HENRY GLASSER
001 2010-01-01 HENRY GLASSER
001 2009-01-01 HENRY GLASSER

Plan Statistics for CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$3,559,664
Total plan assets at end of year	2023-12-31	$3,590,198
Total plan assets at beginning of year	2023-12-31	$30,534
Value of fidelity bond covering the plan	2023-12-31	$200,000
Other income received	2023-12-31	$3,559,664
Net income (gross income less expenses)	2023-12-31	$3,559,664
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,590,198
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$30,534
Assets. Value of employer securities	2023-12-31	$3,720
2022 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-7,492
Total plan assets at end of year	2022-12-31	$30,534
Total plan assets at beginning of year	2022-12-31	$38,026
Value of fidelity bond covering the plan	2022-12-31	$200,000
Other income received	2022-12-31	$-7,492
Net income (gross income less expenses)	2022-12-31	$-7,492
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$30,534
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$38,026
Assets. Value of employer securities	2022-12-31	$3,720
2021 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$3,390
Total plan assets at end of year	2021-12-31	$37,500
Total plan assets at beginning of year	2021-12-31	$34,110
Value of fidelity bond covering the plan	2021-12-31	$200,000
Other income received	2021-12-31	$3,390
Net income (gross income less expenses)	2021-12-31	$3,390
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$37,500
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$34,110
Assets. Value of employer securities	2021-12-31	$3,720
2020 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$2,431
Total plan assets at end of year	2020-12-31	$34,110
Total plan assets at beginning of year	2020-12-31	$31,679
Value of fidelity bond covering the plan	2020-12-31	$200,000
Other income received	2020-12-31	$2,431
Net income (gross income less expenses)	2020-12-31	$2,431
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$34,110
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$31,679
Assets. Value of employer securities	2020-12-31	$3,720
2019 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$2,187
Total plan assets at end of year	2019-12-31	$24,563
Total plan assets at beginning of year	2019-12-31	$22,376
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$2,187
Net income (gross income less expenses)	2019-12-31	$2,187
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$24,563
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$22,376
Assets. Value of employer securities	2019-12-31	$3,720
2018 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$2,354
Total plan assets at end of year	2018-12-31	$22,376
Total plan assets at beginning of year	2018-12-31	$20,022
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$2,354
Net income (gross income less expenses)	2018-12-31	$2,354
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$22,376
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$20,022
Assets. Value of employer securities	2018-12-31	$3,720
2017 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan assets at end of year	2017-12-31	$5,149,457
Total plan assets at beginning of year	2017-12-31	$5,149,457
Value of fidelity bond covering the plan	2017-12-31	$200,000
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,149,457
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,149,457
Assets. Value of employer securities	2017-12-31	$3,720
2016 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$373,602
Total plan assets at end of year	2016-12-31	$5,149,457
Total plan assets at beginning of year	2016-12-31	$4,775,855
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$373,602
Net income (gross income less expenses)	2016-12-31	$373,602
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,149,457
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,775,855
Assets. Value of employer securities	2016-12-31	$3,720
2015 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-324,145
Total plan assets at end of year	2015-12-31	$4,775,855
Total plan assets at beginning of year	2015-12-31	$5,100,000
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-324,145
Net income (gross income less expenses)	2015-12-31	$-324,145
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,775,855
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,100,000
Assets. Value of employer securities	2015-12-31	$3,470
2014 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$239,037
Total plan assets at end of year	2014-12-31	$5,100,000
Total plan assets at beginning of year	2014-12-31	$4,860,963
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$239,037
Net income (gross income less expenses)	2014-12-31	$239,037
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,100,000
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,860,963
Assets. Value of employer securities	2014-12-31	$5,470
2013 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$220,220
Total plan assets at end of year	2013-12-31	$4,557,890
Total plan assets at beginning of year	2013-12-31	$4,337,670
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$220,220
Net income (gross income less expenses)	2013-12-31	$220,220
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,557,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,337,670
Assets. Value of employer securities	2013-12-31	$17,710
2012 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$312,158
Total plan assets at end of year	2012-12-31	$4,337,670
Total plan assets at beginning of year	2012-12-31	$4,025,512
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$312,158
Net income (gross income less expenses)	2012-12-31	$312,158
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,337,670
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,025,512
Assets. Value of employer securities	2012-12-31	$17,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$479,294
Total plan assets at end of year	2011-12-31	$4,025,512
Total plan assets at beginning of year	2011-12-31	$3,546,218
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$479,294
Net income (gross income less expenses)	2011-12-31	$479,294
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,025,512
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,546,218
Assets. Value of employer securities	2011-12-31	$34,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$-1,460,904
Expenses. Total of all expenses incurred	2010-12-31	$537,638
Benefits paid (including direct rollovers)	2010-12-31	$537,638
Total plan assets at end of year	2010-12-31	$3,546,218
Total plan assets at beginning of year	2010-12-31	$5,544,760
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$-1,460,904
Net income (gross income less expenses)	2010-12-31	$-1,998,542
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,546,218
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,544,760
Assets. Value of employer securities	2010-12-31	$55,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CALIFORNIA MEDICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALIFORNIA MEDICAL SERVICES, INC.
Employer identification number (EIN):	943315828
NAIC Classification:	561300