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UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC.
Employer identification number (EIN):953652616
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01PAUL KLOSTERMAN, M.D.
0012012-01-01DONALD KANESAKI
0012011-01-01MICHAEL D. CLAYTON, M.D.
0012009-01-01DOUGLAS S. HENDRY

Plan Statistics for UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$54
Total plan liabilities at beginning of year2015-12-31$318
Total income from all sources2015-12-31$505,393
Expenses. Total of all expenses incurred2015-12-31$566,650
Benefits paid (including direct rollovers)2015-12-31$533,541
Total plan assets at end of year2015-12-31$6,550,752
Total plan assets at beginning of year2015-12-31$6,612,273
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$205,982
Contributions received from other sources (not participants or employers)2015-12-31$128,838
Other income received2015-12-31$-128,877
Net income (gross income less expenses)2015-12-31$-61,257
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,550,698
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,611,955
Total contributions received or receivable from employer(s)2015-12-31$299,450
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$33,109
2014 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$318
Total plan liabilities at beginning of year2014-12-31$318
Total income from all sources2014-12-31$735,897
Expenses. Total of all expenses incurred2014-12-31$589,799
Benefits paid (including direct rollovers)2014-12-31$558,603
Total plan assets at end of year2014-12-31$6,612,273
Total plan assets at beginning of year2014-12-31$6,466,175
Value of fidelity bond covering the plan2014-12-31$600,000
Total contributions received or receivable from participants2014-12-31$152,478
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$307,478
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$146,098
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,611,955
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,465,857
Total contributions received or receivable from employer(s)2014-12-31$275,941
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$31,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$318
Total plan liabilities at beginning of year2013-12-31$1,258
Total income from all sources2013-12-31$1,288,566
Expenses. Total of all expenses incurred2013-12-31$107,783
Benefits paid (including direct rollovers)2013-12-31$88,042
Total plan assets at end of year2013-12-31$6,466,175
Total plan assets at beginning of year2013-12-31$5,286,332
Value of fidelity bond covering the plan2013-12-31$600,000
Assets. Value of loans (other than to participants)2013-12-31$30,000
Other income received2013-12-31$902,814
Net income (gross income less expenses)2013-12-31$1,180,783
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,465,857
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,285,074
Total contributions received or receivable from employer(s)2013-12-31$385,752
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,258
Total plan liabilities at beginning of year2012-12-31$317
Total income from all sources2012-12-31$821,669
Expenses. Total of all expenses incurred2012-12-31$89,703
Benefits paid (including direct rollovers)2012-12-31$79,164
Total plan assets at end of year2012-12-31$5,286,332
Total plan assets at beginning of year2012-12-31$4,553,425
Value of fidelity bond covering the plan2012-12-31$600,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$30,000
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$481,979
Net income (gross income less expenses)2012-12-31$731,966
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,285,074
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,553,108
Total contributions received or receivable from employer(s)2012-12-31$339,690
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$317
Total plan liabilities at beginning of year2011-12-31$317
Total income from all sources2011-12-31$204,977
Expenses. Total of all expenses incurred2011-12-31$89,125
Benefits paid (including direct rollovers)2011-12-31$83,854
Total plan assets at end of year2011-12-31$4,553,425
Total plan assets at beginning of year2011-12-31$4,437,573
Value of fidelity bond covering the plan2011-12-31$600,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$30,000
Expenses. Other expenses not covered elsewhere2011-12-31$5,271
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-101,023
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$115,852
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,553,108
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,437,256
Total contributions received or receivable from employer(s)2011-12-31$306,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$317
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$735,686
Expenses. Total of all expenses incurred2010-12-31$9,937
Benefits paid (including direct rollovers)2010-12-31$5,694
Total plan assets at end of year2010-12-31$4,437,573
Total plan assets at beginning of year2010-12-31$3,711,507
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$30,000
Expenses. Other expenses not covered elsewhere2010-12-31$4,243
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$383,552
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$725,749
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,437,256
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,711,507
Total contributions received or receivable from employer(s)2010-12-31$352,134
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2015: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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
2009: UROLOGY ASSOCIATES OF SAN LUIS OBISPO, A MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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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