401k Plan data: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN plan

CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 401k Plan overview

Plan Name	CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN
Plan identification number	001

CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

CONCENTRIC HOSPITALIST GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CONCENTRIC HOSPITALIST GROUP, P.C.

Employer identification number (EIN): 473888690

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MICHAEL BURCH
001 2017-01-01 MICHAEL BURCH
001 2016-01-01 MICHAEL BURCH
001 2015-05-01 MICHAEL BURCH

Plan Statistics for CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN

401k plan membership statisitcs for CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN

Measure Date Value
2022: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 14
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 10
2021: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 8
2020: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 11
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 7
2019: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Total of all active and inactive participants 2019-01-01 8
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 7
2018: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Total of all active and inactive participants 2018-01-01 9
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
2017: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
2016: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 2
Total of all active and inactive participants 2015-05-01 2
Total participants 2015-05-01 2
Number of participants with account balances 2015-05-01 2

Measure	Date	Value
2022: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	14
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	10
2021: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	8
2020: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	11
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	7
2019: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Total of all active and inactive participants	2019-01-01	8
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	7
2018: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Total of all active and inactive participants	2018-01-01	9
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
2017: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
2016: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	2
Total of all active and inactive participants	2015-05-01	2
Total participants	2015-05-01	2
Number of participants with account balances	2015-05-01	2

Financial Data on CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN

Measure	Date	Value
2022 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$804
Total income from all sources	2022-12-31	$33,496
Expenses. Total of all expenses incurred	2022-12-31	$375
Total plan assets at end of year	2022-12-31	$729,043
Total plan assets at beginning of year	2022-12-31	$695,118
Value of fidelity bond covering the plan	2022-12-31	$70,000
Total contributions received or receivable from participants	2022-12-31	$106,742
Other income received	2022-12-31	$-130,190
Net income (gross income less expenses)	2022-12-31	$33,121
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$728,239
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$695,118
Total contributions received or receivable from employer(s)	2022-12-31	$56,944
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$375
2021 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$214,428
Expenses. Total of all expenses incurred	2021-12-31	$203,780
Benefits paid (including direct rollovers)	2021-12-31	$203,421
Total plan assets at end of year	2021-12-31	$695,118
Total plan assets at beginning of year	2021-12-31	$684,470
Value of fidelity bond covering the plan	2021-12-31	$69,000
Total contributions received or receivable from participants	2021-12-31	$85,202
Other income received	2021-12-31	$90,373
Net income (gross income less expenses)	2021-12-31	$10,648
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$695,118
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$684,470
Total contributions received or receivable from employer(s)	2021-12-31	$38,853
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$359
2020 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$138,664
Expenses. Total of all expenses incurred	2020-12-31	$336
Total plan assets at end of year	2020-12-31	$684,470
Total plan assets at beginning of year	2020-12-31	$546,142
Value of fidelity bond covering the plan	2020-12-31	$55,000
Total contributions received or receivable from participants	2020-12-31	$49,832
Other income received	2020-12-31	$70,785
Net income (gross income less expenses)	2020-12-31	$138,328
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$684,470
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$546,142
Total contributions received or receivable from employer(s)	2020-12-31	$18,047
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$336
2019 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$180,836
Expenses. Total of all expenses incurred	2019-12-31	$1,394
Benefits paid (including direct rollovers)	2019-12-31	$669
Total plan assets at end of year	2019-12-31	$546,142
Total plan assets at beginning of year	2019-12-31	$366,700
Value of fidelity bond covering the plan	2019-12-31	$37,000
Total contributions received or receivable from participants	2019-12-31	$62,768
Other income received	2019-12-31	$86,890
Net income (gross income less expenses)	2019-12-31	$179,442
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$546,142
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$366,700
Total contributions received or receivable from employer(s)	2019-12-31	$31,178
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$725
2018 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$36,033
Expenses. Total of all expenses incurred	2018-12-31	$263
Total plan assets at end of year	2018-12-31	$366,700
Total plan assets at beginning of year	2018-12-31	$330,930
Value of fidelity bond covering the plan	2018-12-31	$34,000
Total contributions received or receivable from participants	2018-12-31	$42,348
Other income received	2018-12-31	$-32,188
Net income (gross income less expenses)	2018-12-31	$35,770
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$366,700
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$330,930
Total contributions received or receivable from employer(s)	2018-12-31	$25,873
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$263
2017 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$107,443
Expenses. Total of all expenses incurred	2017-12-31	$118
Total plan assets at end of year	2017-12-31	$330,930
Total plan assets at beginning of year	2017-12-31	$223,605
Value of fidelity bond covering the plan	2017-12-31	$23,000
Total contributions received or receivable from participants	2017-12-31	$6,975
Contributions received from other sources (not participants or employers)	2017-12-31	$50,875
Other income received	2017-12-31	$46,061
Net income (gross income less expenses)	2017-12-31	$107,325
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$330,930
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$223,605
Total contributions received or receivable from employer(s)	2017-12-31	$3,532
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$118
2016 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$148,158
Expenses. Total of all expenses incurred	2016-12-31	$81
Total plan assets at end of year	2016-12-31	$223,605
Total plan assets at beginning of year	2016-12-31	$75,528
Value of fidelity bond covering the plan	2016-12-31	$7,600
Total contributions received or receivable from participants	2016-12-31	$18,000
Contributions received from other sources (not participants or employers)	2016-12-31	$99,914
Other income received	2016-12-31	$19,644
Net income (gross income less expenses)	2016-12-31	$148,077
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$223,605
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$75,528
Total contributions received or receivable from employer(s)	2016-12-31	$10,600
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$81
2015 : CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$75,551
Expenses. Total of all expenses incurred	2015-12-31	$23
Total plan assets at end of year	2015-12-31	$75,528
Total contributions received or receivable from participants	2015-12-31	$10,740
Contributions received from other sources (not participants or employers)	2015-12-31	$67,195
Other income received	2015-12-31	$-2,384
Net income (gross income less expenses)	2015-12-31	$75,528
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$75,528
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$23

Form 5500 Responses for CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN

2022: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONCENTRIC HOSPITALIST GROUP, P.C. 401(K) PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	First time form 5500 has been submitted	Yes
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,208
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $604
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,179
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,179
Insurance broker organization code?	7

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	7
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,823
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,823
Insurance broker organization code?	7

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	7

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,224
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,224
Insurance broker organization code?	7

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838104

Policy instance

Insurance contract or identification number	838104
Number of Individuals Covered	5
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,203
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,203
Insurance broker organization code?	7
Insurance broker name	MORGAN STANLEY INS SERVICES INC

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Company Name:	CONCENTRIC HOSPITALIST GROUP, P.C.
Employer identification number (EIN):	473888690
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)