401k Plan data: HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN plan

HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN
Plan identification number	004

HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS has sponsored the creation of one or more 401k plans.

Company Name: HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS

Employer identification number (EIN): 954094471

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 BRAD DOSKOCIL 2022-09-28
004 2020-01-01 LYNN BROWN 2021-03-11
004 2019-01-01 LYNN BROWN 2020-04-17
004 2018-01-01 LYNN BROWN 2019-06-07
004 2017-01-01 LYNN BROWN 2018-08-28
004 2016-01-01 LYNN BROWN 2017-10-10 LYNN BROWN 2017-10-10
004 2015-01-01 LYNN BROWN 2016-10-12 LYNN BROWN 2016-10-12
004 2014-01-01 LYNN BROWN 2015-09-25
004 2013-01-01 LYNN BROWN 2014-10-06
004 2012-01-01 LYNN BROWN 2014-12-11
004 2011-01-01 RONALD CROWELL 2012-08-07
004 2009-01-01 RONALD CROWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-01-01	BRAD DOSKOCIL	2022-09-28
004	2020-01-01	LYNN BROWN	2021-03-11
004	2019-01-01	LYNN BROWN	2020-04-17
004	2018-01-01	LYNN BROWN	2019-06-07
004	2017-01-01	LYNN BROWN	2018-08-28
004	2016-01-01	LYNN BROWN	2017-10-10	LYNN BROWN	2017-10-10
004	2015-01-01	LYNN BROWN	2016-10-12	LYNN BROWN	2016-10-12
004	2014-01-01	LYNN BROWN	2015-09-25
004	2013-01-01	LYNN BROWN	2014-10-06
004	2012-01-01	LYNN BROWN	2014-12-11
004	2011-01-01	RONALD CROWELL	2012-08-07
004	2009-01-01	RONALD CROWELL

Plan Statistics for HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN

Measure Date Value
2009: HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 7
Total of all active and inactive participants 2009-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 52
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	7
Total of all active and inactive participants	2009-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	52
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN

Measure	Date	Value
2010 : HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$578,047
Expenses. Total of all expenses incurred	2010-12-31	$43,607
Benefits paid (including direct rollovers)	2010-12-31	$33,359
Total plan assets at end of year	2010-12-31	$4,706,956
Total plan assets at beginning of year	2010-12-31	$4,172,516
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$91,586
Other income received	2010-12-31	$486,461
Net income (gross income less expenses)	2010-12-31	$534,440
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,706,956
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,172,516
Assets. Value of participant loans	2010-12-31	$17,128
Value of certain deemed distributions of participant loans	2010-12-31	$2,662
Value of corrective distributions	2010-12-31	$7,586
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN

2009: HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS 401K PROFIT SHARING PLAN 2009 form 5500 responses
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-E467

Policy instance

Insurance contract or identification number	GAP-44-E467
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,440
Total amount of fees paid to insurance company	USD $2,237
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,440
Amount paid for insurance broker fees	2237
Additional information about fees paid to insurance broker	BROKER COMMISSONS & FEES
Insurance broker organization code?	3
Insurance broker name	CALIFORNIA INVESTMENT ANNUITY SALES

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Company Name:	HEALTH FIRST MEDICAL GROUP OF SANTA FE SPRINGS
Employer identification number (EIN):	954094471
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)