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SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN
Plan identification number 002

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Employer identification number (EIN):951750445
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01BILL G. REID
0022016-01-01BILL G. REID
0022015-01-01CYNTHIA GARA
0022014-01-01DONNA SMITH
0022013-01-01HARRIET GUBERMAN
0022012-01-01HARRIET GUBERMAN
0022011-01-01HARRIET GUBERMAN
0022010-01-01HARRIET GUBERMAN
0022009-01-01HARRIET E. GUBERMAN

Plan Statistics for SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN

Measure Date Value
2023: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,936
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,877
Total number of active participants reported on line 7a of the Form 55002022-01-014,121
Number of retired or separated participants receiving benefits2022-01-01121
Number of other retired or separated participants entitled to future benefits2022-01-01681
Total of all active and inactive participants2022-01-014,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-014,936
Number of participants with account balances2022-01-012,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115,475
Total number of active participants reported on line 7a of the Form 55002021-01-014,098
Number of retired or separated participants receiving benefits2021-01-01114
Number of other retired or separated participants entitled to future benefits2021-01-01654
Total of all active and inactive participants2021-01-014,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-014,877
Number of participants with account balances2021-01-012,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115,467
Total number of active participants reported on line 7a of the Form 55002020-01-0112,665
Number of retired or separated participants receiving benefits2020-01-01174
Number of other retired or separated participants entitled to future benefits2020-01-012,609
Total of all active and inactive participants2020-01-0115,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0127
Total participants2020-01-0115,475
Number of participants with account balances2020-01-0111,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,307
Total number of active participants reported on line 7a of the Form 55002019-01-0112,930
Number of retired or separated participants receiving benefits2019-01-01170
Number of other retired or separated participants entitled to future benefits2019-01-012,345
Total of all active and inactive participants2019-01-0115,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-0115,467
Number of participants with account balances2019-01-0111,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,846
Total number of active participants reported on line 7a of the Form 55002018-01-0112,922
Number of retired or separated participants receiving benefits2018-01-01135
Number of other retired or separated participants entitled to future benefits2018-01-012,235
Total of all active and inactive participants2018-01-0115,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-0115,307
Number of participants with account balances2018-01-0110,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,560
Total number of active participants reported on line 7a of the Form 55002017-01-0113,303
Number of retired or separated participants receiving benefits2017-01-01109
Number of other retired or separated participants entitled to future benefits2017-01-011,415
Total of all active and inactive participants2017-01-0114,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-0114,846
Number of participants with account balances2017-01-0110,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,478
Total number of active participants reported on line 7a of the Form 55002016-01-0113,103
Number of retired or separated participants receiving benefits2016-01-0191
Number of other retired or separated participants entitled to future benefits2016-01-011,352
Total of all active and inactive participants2016-01-0114,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-0114,560
Number of participants with account balances2016-01-019,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,317
Total number of active participants reported on line 7a of the Form 55002015-01-0113,423
Number of retired or separated participants receiving benefits2015-01-0168
Number of other retired or separated participants entitled to future benefits2015-01-01978
Total of all active and inactive participants2015-01-0114,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-0114,478
Number of participants with account balances2015-01-018,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,990
Total number of active participants reported on line 7a of the Form 55002014-01-0113,418
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-01838
Total of all active and inactive participants2014-01-0114,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-0114,317
Number of participants with account balances2014-01-018,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,487
Total number of active participants reported on line 7a of the Form 55002013-01-017,198
Number of retired or separated participants receiving benefits2013-01-0144
Number of other retired or separated participants entitled to future benefits2013-01-01745
Total of all active and inactive participants2013-01-017,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-017,990
Number of participants with account balances2013-01-017,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,149
Total number of active participants reported on line 7a of the Form 55002012-01-014,865
Number of retired or separated participants receiving benefits2012-01-0130
Number of other retired or separated participants entitled to future benefits2012-01-01590
Total of all active and inactive participants2012-01-015,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-015,487
Number of participants with account balances2012-01-015,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,744
Total number of active participants reported on line 7a of the Form 55002011-01-014,592
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-01528
Total of all active and inactive participants2011-01-015,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-015,149
Number of participants with account balances2011-01-015,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,591
Total number of active participants reported on line 7a of the Form 55002010-01-014,196
Number of retired or separated participants receiving benefits2010-01-0121
Number of other retired or separated participants entitled to future benefits2010-01-01526
Total of all active and inactive participants2010-01-014,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-014,744
Number of participants with account balances2010-01-014,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,437
Total number of active participants reported on line 7a of the Form 55002009-01-013,997
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-01577
Total of all active and inactive participants2009-01-014,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,591
Number of participants with account balances2009-01-014,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN

Measure Date Value
2023 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-29$0
Total transfer of assets from this plan2023-12-29$403,653,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-29$0
Total income from all sources (including contributions)2023-12-29$83,626,016
Total loss/gain on sale of assets2023-12-29$0
Total of all expenses incurred2023-12-29$17,923,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-29$17,784,884
Value of total corrective distributions2023-12-29$8,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-29$25,240,638
Value of total assets at end of year2023-12-29$0
Value of total assets at beginning of year2023-12-29$337,951,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-29$130,920
Total interest from all sources2023-12-29$136,851
Total dividends received (eg from common stock, registered investment company shares)2023-12-29$5,397,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-29$0
Total dividends received from registered investment company shares (eg mutual funds)2023-12-29$5,397,119
Was this plan covered by a fidelity bond2023-12-29Yes
Value of fidelity bond cover2023-12-29$85,000,000
If this is an individual account plan, was there a blackout period2023-12-29Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-29No
Contributions received from participants2023-12-29$23,552,451
Participant contributions at end of year2023-12-29$0
Participant contributions at beginning of year2023-12-29$2,384,978
Participant contributions at end of year2023-12-29$0
Participant contributions at beginning of year2023-12-29$424,179
Assets. Other investments not covered elsewhere at end of year2023-12-29$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-29$1,773,714
Income. Received or receivable in cash from other sources (including rollovers)2023-12-29$1,109,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-29$104,770
Other income not declared elsewhere2023-12-29$406,216
Administrative expenses (other) incurred2023-12-29$130,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-29No
Value of net income/loss2023-12-29$65,702,065
Value of net assets at end of year (total assets less liabilities)2023-12-29$0
Value of net assets at beginning of year (total assets less liabilities)2023-12-29$337,951,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-29No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-29No
Were any leases to which the plan was party in default or uncollectible2023-12-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-29$93,252,133
Interest on participant loans2023-12-29$136,851
Value of interest in common/collective trusts at end of year2023-12-29$0
Value of interest in common/collective trusts at beginning of year2023-12-29$240,074,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-29$13,607,360
Net investment gain or loss from common/collective trusts2023-12-29$38,837,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-29No
Was there a failure to transmit to the plan any participant contributions2023-12-29No
Has the plan failed to provide any benefit when due under the plan2023-12-29No
Contributions received in cash from employer2023-12-29$578,883
Employer contributions (assets) at end of year2023-12-29$0
Employer contributions (assets) at beginning of year2023-12-29$41,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-29$17,680,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-29Yes
Did the plan have assets held for investment2023-12-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-29Yes
Opinion of an independent qualified public accountant for this plan2023-12-29Unqualified
Accountancy firm name2023-12-29MOSS ADAMS LLP
Accountancy firm EIN2023-12-29910189318
2022 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,943,551
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$28,481,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,332,843
Expenses. Certain deemed distributions of participant loans2022-12-31$30,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,680,992
Value of total assets at end of year2022-12-31$337,951,037
Value of total assets at beginning of year2022-12-31$407,375,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,387
Total interest from all sources2022-12-31$104,273
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,610,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,610,044
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$22,040,198
Participant contributions at end of year2022-12-31$2,384,978
Participant contributions at beginning of year2022-12-31$2,158,046
Participant contributions at end of year2022-12-31$424,179
Participant contributions at beginning of year2022-12-31$395,615
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,773,714
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,977,647
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,177,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$373,738
Other income not declared elsewhere2022-12-31$-315,218
Administrative expenses (other) incurred2022-12-31$117,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-69,424,648
Value of net assets at end of year (total assets less liabilities)2022-12-31$337,951,037
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$407,375,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$93,252,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$131,821,215
Interest on participant loans2022-12-31$104,273
Value of interest in common/collective trusts at end of year2022-12-31$240,074,602
Value of interest in common/collective trusts at beginning of year2022-12-31$270,997,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,431,007
Net investment gain or loss from common/collective trusts2022-12-31$-39,592,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$463,298
Employer contributions (assets) at end of year2022-12-31$41,431
Employer contributions (assets) at beginning of year2022-12-31$26,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,959,105
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$907,938,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$198,473,201
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$60,601,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,143,318
Expenses. Certain deemed distributions of participant loans2021-12-31$141
Value of total corrective distributions2021-12-31$33,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$73,831,391
Value of total assets at end of year2021-12-31$407,375,685
Value of total assets at beginning of year2021-12-31$1,177,443,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$424,547
Total interest from all sources2021-12-31$394,731
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,149,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,149,586
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$69,798,492
Participant contributions at end of year2021-12-31$2,158,046
Participant contributions at beginning of year2021-12-31$11,703,544
Participant contributions at end of year2021-12-31$395,615
Participant contributions at beginning of year2021-12-31$1,667,266
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,977,647
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,681,575
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,623,614
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$7,682
Other income not declared elsewhere2021-12-31$474,543
Administrative expenses (other) incurred2021-12-31$424,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$137,871,244
Value of net assets at end of year (total assets less liabilities)2021-12-31$407,375,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,177,443,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$131,821,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$368,576,414
Interest on participant loans2021-12-31$394,731
Value of interest in common/collective trusts at end of year2021-12-31$270,997,032
Value of interest in common/collective trusts at beginning of year2021-12-31$791,782,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$32,403,005
Net investment gain or loss from common/collective trusts2021-12-31$79,219,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$409,285
Employer contributions (assets) at end of year2021-12-31$26,130
Employer contributions (assets) at beginning of year2021-12-31$31,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,135,636
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$268,149,422
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$56,127,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,641,585
Expenses. Certain deemed distributions of participant loans2020-12-31$15,460
Value of total corrective distributions2020-12-31$5,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$91,550,289
Value of total assets at end of year2020-12-31$1,177,443,057
Value of total assets at beginning of year2020-12-31$965,421,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$465,560
Total interest from all sources2020-12-31$638,585
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,556,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$163,556,912
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$82,167,495
Participant contributions at end of year2020-12-31$11,703,544
Participant contributions at beginning of year2020-12-31$12,094,706
Participant contributions at end of year2020-12-31$1,667,266
Participant contributions at beginning of year2020-12-31$23,081
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,681,575
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,705,580
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,118,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$3,950
Other income not declared elsewhere2020-12-31$414,755
Administrative expenses (other) incurred2020-12-31$465,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$212,021,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,177,443,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$965,421,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$368,576,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$642,078,476
Interest on participant loans2020-12-31$638,585
Value of interest in common/collective trusts at end of year2020-12-31$791,782,593
Value of interest in common/collective trusts at beginning of year2020-12-31$308,507,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-34,889,097
Net investment gain or loss from common/collective trusts2020-12-31$46,877,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,263,827
Employer contributions (assets) at end of year2020-12-31$31,665
Employer contributions (assets) at beginning of year2020-12-31$11,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,637,635
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$244,384,611
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$52,759,189
Total of all expenses incurred2019-12-31$52,759,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,216,741
Expenses. Certain deemed distributions of participant loans2019-12-31$18,131
Value of total corrective distributions2019-12-31$4,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$79,134,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$79,134,991
Value of total assets at end of year2019-12-31$965,421,326
Value of total assets at end of year2019-12-31$965,421,326
Value of total assets at beginning of year2019-12-31$773,795,904
Value of total assets at beginning of year2019-12-31$773,795,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$519,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$519,944
Total interest from all sources2019-12-31$617,350
Total interest from all sources2019-12-31$617,350
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,905,135
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,905,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,905,135
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,905,135
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$74,011,202
Contributions received from participants2019-12-31$74,011,202
Participant contributions at end of year2019-12-31$12,094,706
Participant contributions at end of year2019-12-31$12,094,706
Participant contributions at beginning of year2019-12-31$11,394,833
Participant contributions at beginning of year2019-12-31$11,394,833
Participant contributions at end of year2019-12-31$23,081
Participant contributions at end of year2019-12-31$23,081
Participant contributions at beginning of year2019-12-31$1,737
Participant contributions at beginning of year2019-12-31$1,737
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,705,580
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,705,580
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,135,352
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,135,352
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,889,633
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,889,633
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$55,147
Other income not declared elsewhere2019-12-31$545,351
Administrative expenses (other) incurred2019-12-31$519,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$191,625,422
Value of net income/loss2019-12-31$191,625,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$965,421,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$965,421,326
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$773,795,904
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$773,795,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$642,078,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$642,078,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$502,799,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$502,799,665
Interest on participant loans2019-12-31$617,350
Interest on participant loans2019-12-31$617,350
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$308,507,632
Value of interest in common/collective trusts at end of year2019-12-31$308,507,632
Value of interest in common/collective trusts at beginning of year2019-12-31$257,453,955
Value of interest in common/collective trusts at beginning of year2019-12-31$257,453,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,233,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,233,690
Net investment gain or loss from common/collective trusts2019-12-31$41,948,094
Net investment gain or loss from common/collective trusts2019-12-31$41,948,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$234,156
Contributions received in cash from employer2019-12-31$234,156
Employer contributions (assets) at end of year2019-12-31$11,851
Employer contributions (assets) at end of year2019-12-31$11,851
Employer contributions (assets) at beginning of year2019-12-31$10,362
Employer contributions (assets) at beginning of year2019-12-31$10,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$52,161,594
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$37,060,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,082,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,685,020
Expenses. Certain deemed distributions of participant loans2018-12-31$20,809
Value of total corrective distributions2018-12-31$64,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$73,503,039
Value of total assets at end of year2018-12-31$773,795,904
Value of total assets at beginning of year2018-12-31$775,817,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$311,953
Total interest from all sources2018-12-31$509,478
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,793,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,793,657
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$67,806,209
Participant contributions at end of year2018-12-31$11,394,833
Participant contributions at beginning of year2018-12-31$9,996,981
Participant contributions at end of year2018-12-31$1,737
Participant contributions at beginning of year2018-12-31$16,364
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,135,352
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,398,378
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,501,339
Other income not declared elsewhere2018-12-31$-168,678
Administrative expenses (other) incurred2018-12-31$311,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,021,328
Value of net assets at end of year (total assets less liabilities)2018-12-31$773,795,904
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$775,817,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$502,799,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$520,192,498
Interest on participant loans2018-12-31$509,478
Value of interest in common/collective trusts at end of year2018-12-31$257,453,955
Value of interest in common/collective trusts at beginning of year2018-12-31$243,207,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-67,022,960
Net investment gain or loss from common/collective trusts2018-12-31$-4,553,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$195,491
Employer contributions (assets) at end of year2018-12-31$10,362
Employer contributions (assets) at beginning of year2018-12-31$5,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,685,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$178,146,028
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$56,893,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,667,132
Expenses. Certain deemed distributions of participant loans2017-12-31$-37,722
Value of total corrective distributions2017-12-31$10,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$62,717,826
Value of total assets at end of year2017-12-31$775,817,232
Value of total assets at beginning of year2017-12-31$654,564,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$253,286
Total interest from all sources2017-12-31$415,535
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,799,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$20,799,870
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$59,278,814
Participant contributions at end of year2017-12-31$9,996,981
Participant contributions at beginning of year2017-12-31$9,390,366
Participant contributions at end of year2017-12-31$16,364
Participant contributions at beginning of year2017-12-31$70,104
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,398,378
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,660,741
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,284,187
Other income not declared elsewhere2017-12-31$282,514
Administrative expenses (other) incurred2017-12-31$253,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$121,252,578
Value of net assets at end of year (total assets less liabilities)2017-12-31$775,817,232
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$654,564,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$520,192,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$415,166,235
Interest on participant loans2017-12-31$415,535
Value of interest in common/collective trusts at end of year2017-12-31$243,207,802
Value of interest in common/collective trusts at beginning of year2017-12-31$227,271,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$70,646,436
Net investment gain or loss from common/collective trusts2017-12-31$23,283,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$154,825
Employer contributions (assets) at end of year2017-12-31$5,209
Employer contributions (assets) at beginning of year2017-12-31$5,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,667,132
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$106,672,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$43,123,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$42,798,616
Expenses. Certain deemed distributions of participant loans2016-12-31$13,240
Value of total corrective distributions2016-12-31$6,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$61,465,505
Value of total assets at end of year2016-12-31$654,564,654
Value of total assets at beginning of year2016-12-31$591,015,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$304,735
Total interest from all sources2016-12-31$368,496
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,905,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,905,778
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$58,412,291
Participant contributions at end of year2016-12-31$9,390,366
Participant contributions at beginning of year2016-12-31$8,692,939
Participant contributions at end of year2016-12-31$70,104
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,660,741
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,384,712
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,872,297
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$143,490
Other income not declared elsewhere2016-12-31$243,591
Administrative expenses (other) incurred2016-12-31$304,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$63,549,016
Value of net assets at end of year (total assets less liabilities)2016-12-31$654,564,654
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$591,015,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$415,166,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$512,677,768
Interest on participant loans2016-12-31$368,496
Value of interest in common/collective trusts at end of year2016-12-31$227,271,229
Value of interest in common/collective trusts at beginning of year2016-12-31$67,260,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,197,877
Net investment gain or loss from common/collective trusts2016-12-31$2,491,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,917
Employer contributions (assets) at end of year2016-12-31$5,979
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,655,126
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$62,223,839
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,280,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,032,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$58,912,670
Value of total assets at end of year2015-12-31$591,015,638
Value of total assets at beginning of year2015-12-31$564,072,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$248,249
Total interest from all sources2015-12-31$349,394
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,457,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,457,506
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$56,215,842
Participant contributions at end of year2015-12-31$8,692,939
Participant contributions at beginning of year2015-12-31$8,705,795
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,384,712
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,994,032
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,521,641
Other income not declared elsewhere2015-12-31$19,919
Administrative expenses (other) incurred2015-12-31$248,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$26,942,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$591,015,638
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$564,072,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$512,677,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$460,817,184
Interest on participant loans2015-12-31$349,394
Value of interest in common/collective trusts at end of year2015-12-31$67,260,219
Value of interest in common/collective trusts at beginning of year2015-12-31$92,555,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,330,207
Net investment gain or loss from common/collective trusts2015-12-31$814,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,032,699
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$90,326,752
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$30,590,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,214,504
Expenses. Certain deemed distributions of participant loans2014-12-31$-1,967
Value of total corrective distributions2014-12-31$28,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$53,999,276
Value of total assets at end of year2014-12-31$564,072,747
Value of total assets at beginning of year2014-12-31$504,336,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,349,005
Total interest from all sources2014-12-31$347,241
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,793,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$17,793,456
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$52,034,311
Participant contributions at end of year2014-12-31$8,705,795
Participant contributions at beginning of year2014-12-31$7,960,194
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,972
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,994,032
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,964,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$20,430
Other income not declared elsewhere2014-12-31$915,439
Administrative expenses (other) incurred2014-12-31$1,349,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$59,736,504
Value of net assets at end of year (total assets less liabilities)2014-12-31$564,072,747
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$504,336,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$460,817,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$408,140,929
Interest on participant loans2014-12-31$347,241
Value of interest in common/collective trusts at end of year2014-12-31$92,555,736
Value of interest in common/collective trusts at beginning of year2014-12-31$88,232,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,875,714
Net investment gain or loss from common/collective trusts2014-12-31$4,395,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,194,074
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$128,479,842
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,775,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,528,329
Expenses. Certain deemed distributions of participant loans2013-12-31$-1,888
Value of total corrective distributions2013-12-31$38,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$57,178,040
Value of total assets at end of year2013-12-31$504,336,243
Value of total assets at beginning of year2013-12-31$400,632,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$211,281
Total interest from all sources2013-12-31$298,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,379,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,379,270
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$47,208,356
Participant contributions at end of year2013-12-31$7,960,194
Participant contributions at beginning of year2013-12-31$6,696,383
Participant contributions at end of year2013-12-31$2,972
Participant contributions at beginning of year2013-12-31$20,181
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,549,693
Other income not declared elsewhere2013-12-31$96,504
Administrative expenses (other) incurred2013-12-31$211,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$103,703,930
Value of net assets at end of year (total assets less liabilities)2013-12-31$504,336,243
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$400,632,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$408,140,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$311,401,251
Interest on participant loans2013-12-31$298,699
Value of interest in common/collective trusts at end of year2013-12-31$88,232,148
Value of interest in common/collective trusts at beginning of year2013-12-31$82,514,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$51,755,311
Net investment gain or loss from common/collective trusts2013-12-31$5,772,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,419,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,528,329
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$6,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,000
Total income from all sources (including contributions)2012-12-31$80,019,581
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,102,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,921,845
Expenses. Certain deemed distributions of participant loans2012-12-31$23,470
Value of total corrective distributions2012-12-31$1,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,459,361
Value of total assets at end of year2012-12-31$400,632,313
Value of total assets at beginning of year2012-12-31$336,722,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$156,035
Total interest from all sources2012-12-31$250,874
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,961,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,961,445
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$40,516,002
Participant contributions at end of year2012-12-31$6,696,383
Participant contributions at beginning of year2012-12-31$5,413,068
Participant contributions at end of year2012-12-31$20,181
Participant contributions at beginning of year2012-12-31$955,249
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,943,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,000
Other income not declared elsewhere2012-12-31$11,534
Administrative expenses (other) incurred2012-12-31$156,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$63,916,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$400,632,313
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$336,721,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$311,401,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$253,402,037
Interest on participant loans2012-12-31$250,874
Value of interest in common/collective trusts at end of year2012-12-31$82,514,498
Value of interest in common/collective trusts at beginning of year2012-12-31$76,952,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,590,751
Net investment gain or loss from common/collective trusts2012-12-31$3,745,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,921,677
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$40,865,475
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,160,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,040,728
Expenses. Certain deemed distributions of participant loans2011-12-31$-21,411
Value of total corrective distributions2011-12-31$2,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$38,146,979
Value of total assets at end of year2011-12-31$336,722,435
Value of total assets at beginning of year2011-12-31$310,016,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$139,409
Total interest from all sources2011-12-31$233,219
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,500,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,500,144
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$36,487,316
Participant contributions at end of year2011-12-31$5,413,068
Participant contributions at beginning of year2011-12-31$4,747,184
Participant contributions at end of year2011-12-31$955,249
Participant contributions at beginning of year2011-12-31$929,135
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,659,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$27,611
Administrative expenses (other) incurred2011-12-31$139,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$26,704,492
Value of net assets at end of year (total assets less liabilities)2011-12-31$336,721,435
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$310,016,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$253,402,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$235,390,711
Interest on participant loans2011-12-31$233,219
Value of interest in common/collective trusts at end of year2011-12-31$76,952,081
Value of interest in common/collective trusts at beginning of year2011-12-31$68,949,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,213,703
Net investment gain or loss from common/collective trusts2011-12-31$2,171,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,040,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,659
Total income from all sources (including contributions)2010-12-31$64,703,758
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,371,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,256,407
Expenses. Certain deemed distributions of participant loans2010-12-31$-11,507
Value of total corrective distributions2010-12-31$1,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,231,561
Value of total assets at end of year2010-12-31$310,016,943
Value of total assets at beginning of year2010-12-31$257,688,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$125,131
Total interest from all sources2010-12-31$216,971
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,255,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,255,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$32,421,445
Participant contributions at end of year2010-12-31$4,747,184
Participant contributions at beginning of year2010-12-31$3,806,892
Participant contributions at end of year2010-12-31$929,135
Participant contributions at beginning of year2010-12-31$694,691
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$810,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,659
Other income not declared elsewhere2010-12-31$29,935
Administrative expenses (other) incurred2010-12-31$125,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$52,332,197
Value of net assets at end of year (total assets less liabilities)2010-12-31$310,016,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$257,685,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$235,390,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$192,270,485
Interest on participant loans2010-12-31$216,971
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$60,916,192
Value of interest in common/collective trusts at end of year2010-12-31$68,949,913
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,041,944
Net investment gain or loss from common/collective trusts2010-12-31$4,928,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,253,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2010-12-31942214860

Form 5500 Responses for SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN

2023: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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