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ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan NameESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN
Plan identification number 004

ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

ESCONDIDO OB-GYN MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ESCONDIDO OB-GYN MEDICAL GROUP, INC.
Employer identification number (EIN):330322941
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01BRANISLAV CIZMAR2023-05-05
0042021-01-01BRANISLAV CIZMAR2022-10-11
0042020-01-01STANISLAV CIZMAR2021-10-14 STANISLAV CIZMAR2021-10-14
0042019-01-01
0042018-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2019-04-30
0042017-01-01MICHAEL E FLANAGAN MICHAEL E FLANAGAN2018-03-26
0042016-01-01MICHAEL E FLANAGAN2017-03-24 MICHAEL E FLANAGAN2017-03-24
0042015-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2016-05-03
0042014-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2015-07-09
0042013-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2014-04-09
0042012-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2013-07-18
0042011-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2012-07-27
0042009-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2010-09-28

Financial Data on ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN

Measure Date Value
2022 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-111511752
Net assets as of the end of the plan year2022-10-111659288
Total assets as of the beginning of the plan year2022-10-112718412
Value of plan covered by a fidelity bond2022-10-11300000
Participant contributions to plan in this plan year2022-10-1170576
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11295946
Plan net income in this plan year2022-10-11-1059124
Net assets as of the end of the plan year2022-10-111659288
Net assets as of the beginning of the plan year2022-10-112718412
Employer contributions to plan in this plan year2022-10-1186106
Fees paid to broker by Benefit Provider2022-10-111990
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1112247
2020 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$135,343
Expenses. Total of all expenses incurred2020-12-31$1,492,399
Benefits paid (including direct rollovers)2020-12-31$1,489,643
Total plan assets at end of year2020-12-31$2,718,412
Total plan assets at beginning of year2020-12-31$4,075,468
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$90,005
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-77,121
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-1,357,056
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,718,412
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,075,468
Assets. Value of participant loans2020-12-31$113,969
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$122,459
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$921,179
Expenses. Total of all expenses incurred2019-12-31$199,511
Benefits paid (including direct rollovers)2019-12-31$199,511
Total plan assets at end of year2019-12-31$4,075,468
Total plan assets at beginning of year2019-12-31$3,353,800
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$204,598
Other income received2019-12-31$598,593
Net income (gross income less expenses)2019-12-31$721,668
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,075,468
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,353,800
Assets. Value of participant loans2019-12-31$102,429
Assets. Value of real-estate (other than employer real property)2019-12-31$357,000
Total contributions received or receivable from employer(s)2019-12-31$117,988
2018 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$275,640
Expenses. Total of all expenses incurred2018-12-31$280,720
Benefits paid (including direct rollovers)2018-12-31$280,720
Total plan assets at end of year2018-12-31$3,353,800
Total plan assets at beginning of year2018-12-31$3,358,880
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$175,690
Other income received2018-12-31$-70,015
Net income (gross income less expenses)2018-12-31$-5,080
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,353,800
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,358,880
Assets. Value of participant loans2018-12-31$104,908
Assets. Value of real-estate (other than employer real property)2018-12-31$357,000
Total contributions received or receivable from employer(s)2018-12-31$169,965
2017 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$667,640
Expenses. Total of all expenses incurred2017-12-31$754,467
Benefits paid (including direct rollovers)2017-12-31$754,467
Total plan assets at end of year2017-12-31$3,358,880
Total plan assets at beginning of year2017-12-31$3,445,707
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$151,455
Other income received2017-12-31$406,174
Net income (gross income less expenses)2017-12-31$-86,827
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,358,880
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,445,707
Assets. Value of participant loans2017-12-31$119,367
Assets. Value of real-estate (other than employer real property)2017-12-31$357,000
Total contributions received or receivable from employer(s)2017-12-31$110,011
2015 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-112,409
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,835,244
Total plan assets at beginning of year2015-12-31$2,947,653
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$119,266
Other income received2015-12-31$-347,310
Net income (gross income less expenses)2015-12-31$-112,409
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,835,244
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,947,653
Assets. Value of participant loans2015-12-31$81,036
Assets. Value of real-estate (other than employer real property)2015-12-31$357,000
Total contributions received or receivable from employer(s)2015-12-31$115,635
2014 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$10,029
Expenses. Total of all expenses incurred2014-12-31$21,606
Benefits paid (including direct rollovers)2014-12-31$21,606
Total plan assets at end of year2014-12-31$2,947,653
Total plan assets at beginning of year2014-12-31$2,959,230
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$70,583
Other income received2014-12-31$-208,812
Net income (gross income less expenses)2014-12-31$-11,577
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,947,653
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,959,230
Assets. Value of participant loans2014-12-31$118,884
Assets. Value of real-estate (other than employer real property)2014-12-31$357,000
Total contributions received or receivable from employer(s)2014-12-31$148,258
2013 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$489,051
Expenses. Total of all expenses incurred2013-12-31$6,045
Benefits paid (including direct rollovers)2013-12-31$6,045
Total plan assets at end of year2013-12-31$2,959,230
Total plan assets at beginning of year2013-12-31$2,476,224
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$97,448
Other income received2013-12-31$176,234
Net income (gross income less expenses)2013-12-31$483,006
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,959,230
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,476,224
Assets. Value of participant loans2013-12-31$81,259
Assets. Value of real-estate (other than employer real property)2013-12-31$357,000
Total contributions received or receivable from employer(s)2013-12-31$215,369
2012 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$471,059
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,476,224
Total plan assets at beginning of year2012-12-31$2,005,165
Value of fidelity bond covering the plan2012-12-31$280,000
Total contributions received or receivable from participants2012-12-31$108,939
Other income received2012-12-31$140,552
Net income (gross income less expenses)2012-12-31$471,059
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,476,224
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,005,165
Assets. Value of participant loans2012-12-31$62,260
Assets. Value of real-estate (other than employer real property)2012-12-31$357,000
Total contributions received or receivable from employer(s)2012-12-31$221,568
2011 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$390,138
Expenses. Total of all expenses incurred2011-12-31$84,275
Benefits paid (including direct rollovers)2011-12-31$84,275
Total plan assets at end of year2011-12-31$2,005,165
Total plan assets at beginning of year2011-12-31$1,699,302
Value of fidelity bond covering the plan2011-12-31$210,000
Total contributions received or receivable from participants2011-12-31$73,872
Other income received2011-12-31$140,739
Net income (gross income less expenses)2011-12-31$305,863
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,005,165
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,699,302
Assets. Value of participant loans2011-12-31$40,138
Assets. Value of real-estate (other than employer real property)2011-12-31$357,000
Total contributions received or receivable from employer(s)2011-12-31$175,527
2010 : ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$366,660
Expenses. Total of all expenses incurred2010-12-31$191,967
Benefits paid (including direct rollovers)2010-12-31$191,967
Total plan assets at end of year2010-12-31$1,699,302
Total plan assets at beginning of year2010-12-31$1,524,609
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$78,692
Other income received2010-12-31$115,512
Net income (gross income less expenses)2010-12-31$174,693
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,699,302
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,524,609
Assets. Value of participant loans2010-12-31$60,381
Assets. Value of real-estate (other than employer real property)2010-12-31$149,121
Total contributions received or receivable from employer(s)2010-12-31$172,456

Form 5500 Responses for ESCONDIDO OB-GYN MEDICAL GROUP, INC. RETIREMENT PLAN

2020: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2015: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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
2009: ESCONDIDO OB-GYN MEDICAL GROUP, INC. 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

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number637621
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number819655
Policy instance 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number637621
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300676
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number637621
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300676
Policy instance 1

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