SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2015: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 22 |
Number of participants with account balances | 2015-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 23 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 23 |
Number of participants with account balances | 2013-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2009: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Number of participants with account balances | 2009-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $16,373 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,043,104 |
Benefits paid (including direct rollovers) | 2015-12-31 | $966,821 |
Total plan assets at end of year | 2015-12-31 | $4,714,384 |
Total plan assets at beginning of year | 2015-12-31 | $5,741,115 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $82,009 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $30,900 |
Other income received | 2015-12-31 | $-180,210 |
Net income (gross income less expenses) | 2015-12-31 | $-1,026,731 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,714,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,741,115 |
Assets. Value of participant loans | 2015-12-31 | $2,588 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $83,674 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $57,123 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,160 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $468,122 |
Expenses. Total of all expenses incurred | 2014-12-31 | $129,121 |
Benefits paid (including direct rollovers) | 2014-12-31 | $111,119 |
Total plan assets at end of year | 2014-12-31 | $5,741,115 |
Total plan assets at beginning of year | 2014-12-31 | $5,402,114 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $147,879 |
Other income received | 2014-12-31 | $222,168 |
Net income (gross income less expenses) | 2014-12-31 | $339,001 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,741,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,402,114 |
Assets. Value of participant loans | 2014-12-31 | $60,188 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $950,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $98,075 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,002 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $930,727 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,199,467 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,167,113 |
Total plan assets at end of year | 2013-12-31 | $5,402,114 |
Total plan assets at beginning of year | 2013-12-31 | $6,670,854 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $184,001 |
Other income received | 2013-12-31 | $683,161 |
Net income (gross income less expenses) | 2013-12-31 | $-1,268,740 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,402,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,670,854 |
Assets. Value of participant loans | 2013-12-31 | $60,261 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $950,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $63,565 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $32,354 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2009 : SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SADDLEBACK VALLEY SURGICAL-MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 71465 |
Policy instance | 1 |
Insurance contract or identification number | 71465 | Number of Individuals Covered | 21 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $27,036 | Total amount of fees paid to insurance company | USD $30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,036 | Amount paid for insurance broker fees | 30 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION PAID TO SALES REP | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 71465 |
Policy instance | 1 |
Insurance contract or identification number | 71465 | Number of Individuals Covered | 22 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $25,357 | Total amount of fees paid to insurance company | USD $36 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,357 | Amount paid for insurance broker fees | 36 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION PAID TO SALES REP | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 71465 |
Policy instance | 1 |
Insurance contract or identification number | 71465 | Number of Individuals Covered | 22 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $37,643 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,643 | Amount paid for insurance broker fees | 25 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION PAID TO SALES REP | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
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