401k Plan data: PENINSULA HOSPITALIST ASSOCIATES 401(K) PLAN plan

PENINSULA HOSPITALIST ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	PENINSULA HOSPITALIST ASSOCIATES 401(K) PLAN
Plan identification number	001

PENINSULA HOSPITALIST ASSOCIATES 401(K) 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.
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.

401k Sponsoring company profile

PENINSULA HOSPITALIST ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PENINSULA HOSPITALIST ASSOCIATES

Employer identification number (EIN): 455552791

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENINSULA HOSPITALIST ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ELIZABETH HEIECK-TOMS 2024-04-25 ELIZABETH HEIECK-TOMS 2024-04-25
001 2022-01-01 LIZ HEIECK TOMS 2023-09-07
001 2021-01-01 ROXANN LOOSE 2022-09-28
001 2020-01-01 NATALIA MARTYNOVA 2021-08-19 NATALIA MARTYNOVA 2021-08-19
001 2019-01-01 NATALIA MARTYNOVA 2020-07-30 NATALIA MARTYNOVA 2020-07-30
001 2018-01-01 ROXANN LOOSE 2019-09-09
001 2017-01-01 RICHARD LIU 2018-09-27
001 2016-01-01 RICHARD LIU 2017-10-03
001 2015-01-01 RICHARD LIU 2016-07-19 RICHARD LIU 2016-07-19
001 2014-01-01 RICHARD LIU 2015-07-07 RICHARD LIU 2015-07-07
001 2013-02-01 RICHARD LIU 2014-05-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ELIZABETH HEIECK-TOMS	2024-04-25	ELIZABETH HEIECK-TOMS	2024-04-25
001	2022-01-01	LIZ HEIECK TOMS	2023-09-07
001	2021-01-01	ROXANN LOOSE	2022-09-28
001	2020-01-01	NATALIA MARTYNOVA	2021-08-19	NATALIA MARTYNOVA	2021-08-19
001	2019-01-01	NATALIA MARTYNOVA	2020-07-30	NATALIA MARTYNOVA	2020-07-30
001	2018-01-01	ROXANN LOOSE	2019-09-09
001	2017-01-01	RICHARD LIU	2018-09-27
001	2016-01-01	RICHARD LIU	2017-10-03
001	2015-01-01	RICHARD LIU	2016-07-19	RICHARD LIU	2016-07-19
001	2014-01-01	RICHARD LIU	2015-07-07	RICHARD LIU	2015-07-07
001	2013-02-01	RICHARD LIU	2014-05-21

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Company Name:	PENINSULA HOSPITALIST ASSOCIATES
Employer identification number (EIN):	455552791
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)