Logo

SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 004

SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

SUTTER MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUTTER MEDICAL GROUP, INC.
Employer identification number (EIN):680002401
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BRYAN JACOBSON
0042016-01-01BRYAN JACOBSON
0042015-01-01BRYAN JACOBSON
0042014-01-01ERIC GAGE
0042014-01-01ERIC GAGE
0042014-01-01CHRISTINE GRIGER
0042013-01-01ERIC GAGE
0042012-01-01ERIC GAGE CHRISTINE GRIGER2013-10-03
0042011-01-01WILLIAM ZEPF DON WREDEN2012-10-12
0042010-01-01ERIC GAGE DON WREDEN2011-10-05
0042009-01-01ERIC GAGE DON WREDEN2010-10-08
0042009-01-01ERIC GAGE DON WREDEN2010-10-06

Plan Statistics for SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,369
Total number of active participants reported on line 7a of the Form 55002023-01-011,056
Number of retired or separated participants receiving benefits2023-01-0127
Number of other retired or separated participants entitled to future benefits2023-01-01281
Total of all active and inactive participants2023-01-011,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,364
Number of participants with account balances2023-01-011,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,274
Total number of active participants reported on line 7a of the Form 55002022-01-011,030
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01323
Total of all active and inactive participants2022-01-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,369
Number of participants with account balances2022-01-011,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,257
Total number of active participants reported on line 7a of the Form 55002021-01-011,002
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01278
Total of all active and inactive participants2021-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,280
Number of participants with account balances2021-01-011,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,196
Total number of active participants reported on line 7a of the Form 55002020-01-011,023
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01234
Total of all active and inactive participants2020-01-011,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,257
Number of participants with account balances2020-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,129
Total number of active participants reported on line 7a of the Form 55002019-01-01962
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01233
Total of all active and inactive participants2019-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,196
Number of participants with account balances2019-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,166
Total number of active participants reported on line 7a of the Form 55002018-01-01904
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,129
Number of participants with account balances2018-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,108
Total number of active participants reported on line 7a of the Form 55002017-01-01944
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01221
Total of all active and inactive participants2017-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,166
Number of participants with account balances2017-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,095
Total number of active participants reported on line 7a of the Form 55002016-01-01908
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01198
Total of all active and inactive participants2016-01-011,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,108
Number of participants with account balances2016-01-01999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,043
Total number of active participants reported on line 7a of the Form 55002015-01-01907
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01188
Total of all active and inactive participants2015-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,097
Number of participants with account balances2015-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01796
Total number of active participants reported on line 7a of the Form 55002014-01-01776
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01920
Number of participants with account balances2014-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01765
Total number of active participants reported on line 7a of the Form 55002013-01-01649
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01796
Number of participants with account balances2013-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01714
Total number of active participants reported on line 7a of the Form 55002012-01-01651
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01765
Number of participants with account balances2012-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01476
Total number of active participants reported on line 7a of the Form 55002011-01-01588
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01122
Total of all active and inactive participants2011-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01714
Number of participants with account balances2011-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01409
Total number of active participants reported on line 7a of the Form 55002010-01-01371
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0197
Total of all active and inactive participants2010-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-01476
Number of participants with account balances2010-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01406
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01409
Number of participants with account balances2009-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$9,996,442
Total unrealized appreciation/depreciation of assets2023-12-31$9,996,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$59
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$59
Total income from all sources (including contributions)2023-12-31$199,704,830
Total loss/gain on sale of assets2023-12-31$4,385,283
Total of all expenses incurred2023-12-31$57,698,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$57,320,457
Value of total corrective distributions2023-12-31$21,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$56,863,109
Value of total assets at end of year2023-12-31$886,973,524
Value of total assets at beginning of year2023-12-31$744,967,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$356,490
Total interest from all sources2023-12-31$2,635,813
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$23,739,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$23,420,206
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$4,557
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$22,151,300
Participant contributions at end of year2023-12-31$3,204,729
Participant contributions at beginning of year2023-12-31$2,888,818
Assets. Other investments not covered elsewhere at end of year2023-12-31$9,432
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$9,261
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,024,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$59
Administrative expenses (other) incurred2023-12-31$337,096
Total non interest bearing cash at end of year2023-12-31$26,000
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$142,006,416
Value of net assets at end of year (total assets less liabilities)2023-12-31$886,973,465
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$744,967,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$151,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$786,634,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$655,915,833
Interest on participant loans2023-12-31$151,446
Income. Interest from US Government securities2023-12-31$5,350
Income. Interest from corporate debt instruments2023-12-31$5,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$50,746,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$53,994,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$53,994,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,473,221
Asset value of US Government securities at end of year2023-12-31$1,153,234
Asset value of US Government securities at beginning of year2023-12-31$452,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$102,085,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$32,687,599
Income. Dividends from common stock2023-12-31$318,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$57,320,457
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$391,575
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$305,809
Contract administrator fees2023-12-31$600
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$44,807,534
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$31,396,229
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$45,264,137
Aggregate carrying amount (costs) on sale of assets2023-12-31$40,878,854
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-18,646,078
Total unrealized appreciation/depreciation of assets2022-12-31$-18,646,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$59
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$59
Total income from all sources (including contributions)2022-12-31$-121,464,750
Total loss/gain on sale of assets2022-12-31$-3,138,380
Total of all expenses incurred2022-12-31$32,402,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,008,770
Expenses. Certain deemed distributions of participant loans2022-12-31$55,079
Value of total corrective distributions2022-12-31$730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,934,190
Value of total assets at end of year2022-12-31$744,967,108
Value of total assets at beginning of year2022-12-31$898,834,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$337,981
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$870,043
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,469,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,144,830
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$4,557
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,856,714
Participant contributions at end of year2022-12-31$2,888,818
Participant contributions at beginning of year2022-12-31$3,014,496
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,261
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$25,545
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,145,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$59
Administrative expenses (other) incurred2022-12-31$187,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-153,867,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$744,967,049
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$898,834,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$150,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$655,915,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$800,730,611
Interest on participant loans2022-12-31$130,674
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$890
Income. Interest from corporate debt instruments2022-12-31$2,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$53,994,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$44,564,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$44,564,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$735,699
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$452,012
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-186,954,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$30,932,033
Income. Dividends from preferred stock2022-12-31$4
Income. Dividends from common stock2022-12-31$324,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,008,770
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$305,809
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$40,513
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$31,396,229
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$50,458,972
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$49,724,462
Aggregate carrying amount (costs) on sale of assets2022-12-31$52,862,842
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,069,843
Total unrealized appreciation/depreciation of assets2021-12-31$5,069,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$59
Total income from all sources (including contributions)2021-12-31$168,156,424
Total loss/gain on sale of assets2021-12-31$2,522,812
Total of all expenses incurred2021-12-31$41,785,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,596,164
Value of total corrective distributions2021-12-31$20,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$51,972,610
Value of total assets at end of year2021-12-31$898,834,418
Value of total assets at beginning of year2021-12-31$772,463,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,551
Total interest from all sources2021-12-31$200,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$56,075,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$55,807,880
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$19,272,152
Participant contributions at end of year2021-12-31$3,014,496
Participant contributions at beginning of year2021-12-31$3,066,362
Assets. Other investments not covered elsewhere at end of year2021-12-31$25,545
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$855
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,744,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$59
Administrative expenses (other) incurred2021-12-31$1,720
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$36,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$126,370,700
Value of net assets at end of year (total assets less liabilities)2021-12-31$898,834,359
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$772,463,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$167,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$800,730,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$678,597,552
Interest on participant loans2021-12-31$172,148
Income. Interest from US Government securities2021-12-31$1,996
Income. Interest from corporate debt instruments2021-12-31$9,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$44,564,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,119,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,119,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,531
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$174,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$52,315,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$29,955,601
Income. Dividends from common stock2021-12-31$267,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$41,596,164
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$40,513
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$656,435
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$50,458,972
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$38,812,405
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$94,030,515
Aggregate carrying amount (costs) on sale of assets2021-12-31$91,507,703
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,373,120
Total unrealized appreciation/depreciation of assets2020-12-31$9,373,120
Total income from all sources (including contributions)2020-12-31$169,537,681
Total loss/gain on sale of assets2020-12-31$8,591,030
Total of all expenses incurred2020-12-31$41,170,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,109,388
Value of total corrective distributions2020-12-31$13,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,626,394
Value of total assets at end of year2020-12-31$772,463,659
Value of total assets at beginning of year2020-12-31$644,096,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,528
Total interest from all sources2020-12-31$315,855
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,861,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$31,588,898
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,750,365
Participant contributions at end of year2020-12-31$3,066,362
Participant contributions at beginning of year2020-12-31$2,211,333
Assets. Other investments not covered elsewhere at end of year2020-12-31$855
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,729
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,506,572
Administrative expenses (other) incurred2020-12-31$-94,566
Total non interest bearing cash at end of year2020-12-31$36,266
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$128,367,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$772,463,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$644,096,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$142,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$678,597,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$585,300,538
Interest on participant loans2020-12-31$116,815
Income. Interest from US Government securities2020-12-31$4,970
Income. Interest from corporate debt instruments2020-12-31$37,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,119,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$35,739,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$35,739,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$156,674
Asset value of US Government securities at end of year2020-12-31$174,718
Asset value of US Government securities at beginning of year2020-12-31$181,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$67,770,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,369,457
Income. Dividends from common stock2020-12-31$272,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,109,388
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$656,435
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,174,730
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$38,812,405
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$19,484,389
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$79,128,599
Aggregate carrying amount (costs) on sale of assets2020-12-31$70,537,569
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,194,594
Total unrealized appreciation/depreciation of assets2019-12-31$3,194,594
Total income from all sources (including contributions)2019-12-31$164,274,723
Total loss/gain on sale of assets2019-12-31$1,628,254
Total of all expenses incurred2019-12-31$29,684,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,616,946
Expenses. Certain deemed distributions of participant loans2019-12-31$22,960
Value of total corrective distributions2019-12-31$23,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,091,635
Value of total assets at end of year2019-12-31$644,096,484
Value of total assets at beginning of year2019-12-31$509,506,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,835
Total interest from all sources2019-12-31$879,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,545,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$27,334,291
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$17,566,182
Participant contributions at end of year2019-12-31$2,211,333
Participant contributions at beginning of year2019-12-31$2,374,714
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,729
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,638,635
Administrative expenses (other) incurred2019-12-31$-102,080
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$30,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$134,590,095
Value of net assets at end of year (total assets less liabilities)2019-12-31$644,096,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$509,506,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$122,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$585,300,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$455,683,870
Interest on participant loans2019-12-31$108,480
Income. Interest from US Government securities2019-12-31$4,630
Income. Interest from corporate debt instruments2019-12-31$45,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$35,739,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$36,727,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$36,727,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$720,847
Asset value of US Government securities at end of year2019-12-31$181,959
Asset value of US Government securities at beginning of year2019-12-31$245,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$85,936,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,886,818
Income. Dividends from common stock2019-12-31$210,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,616,946
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,174,730
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,184,012
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$19,484,389
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,260,484
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$31,013,842
Aggregate carrying amount (costs) on sale of assets2019-12-31$29,385,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,473,331
Total unrealized appreciation/depreciation of assets2018-12-31$-1,473,331
Total income from all sources (including contributions)2018-12-31$19,773,081
Total loss/gain on sale of assets2018-12-31$618,432
Total of all expenses incurred2018-12-31$35,230,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$35,132,373
Value of total corrective distributions2018-12-31$9,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,301,840
Value of total assets at end of year2018-12-31$509,506,389
Value of total assets at beginning of year2018-12-31$524,963,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,170
Total interest from all sources2018-12-31$735,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,920,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$29,730,684
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$17,490
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$16,401,451
Participant contributions at end of year2018-12-31$2,374,714
Participant contributions at beginning of year2018-12-31$2,269,157
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,243,757
Administrative expenses (other) incurred2018-12-31$-40,234
Total non interest bearing cash at end of year2018-12-31$30,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,457,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$509,506,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$524,963,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$128,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$455,683,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$478,904,924
Interest on participant loans2018-12-31$107,319
Income. Interest from US Government securities2018-12-31$4,275
Income. Interest from corporate debt instruments2018-12-31$50,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$36,727,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,878,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,878,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$573,463
Asset value of US Government securities at end of year2018-12-31$245,208
Asset value of US Government securities at beginning of year2018-12-31$230,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-57,330,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,656,632
Income. Dividends from preferred stock2018-12-31$225
Income. Dividends from common stock2018-12-31$189,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,132,373
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,184,012
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,287,347
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$13,260,484
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$13,376,159
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$32,654,409
Aggregate carrying amount (costs) on sale of assets2018-12-31$32,035,977
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,956,379
Total unrealized appreciation/depreciation of assets2017-12-31$1,956,379
Total income from all sources (including contributions)2017-12-31$120,079,926
Total loss/gain on sale of assets2017-12-31$1,269,650
Total of all expenses incurred2017-12-31$29,604,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,549,131
Value of total corrective distributions2017-12-31$5,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$39,438,439
Value of total assets at end of year2017-12-31$524,963,608
Value of total assets at beginning of year2017-12-31$434,488,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,618
Total interest from all sources2017-12-31$346,977
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,141,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,958,732
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$17,490
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$28,470
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$14,761,320
Participant contributions at end of year2017-12-31$2,269,157
Participant contributions at beginning of year2017-12-31$2,154,437
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$74
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,817,546
Administrative expenses (other) incurred2017-12-31$-53,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$90,475,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$524,963,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$434,488,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$102,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$478,904,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$383,382,887
Interest on participant loans2017-12-31$91,620
Income. Interest from US Government securities2017-12-31$3,662
Income. Interest from corporate debt instruments2017-12-31$48,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,878,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,088,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,088,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$203,603
Asset value of US Government securities at end of year2017-12-31$230,178
Asset value of US Government securities at beginning of year2017-12-31$193,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,927,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$22,859,573
Income. Dividends from preferred stock2017-12-31$1,574
Income. Dividends from common stock2017-12-31$180,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,549,131
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,287,347
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,016,301
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$13,376,159
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$17,624,787
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,879,356
Aggregate carrying amount (costs) on sale of assets2017-12-31$16,609,706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$41,098
Total unrealized appreciation/depreciation of assets2016-12-31$41,098
Total income from all sources (including contributions)2016-12-31$65,609,402
Total loss/gain on sale of assets2016-12-31$-350,066
Total of all expenses incurred2016-12-31$25,301,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,267,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,249,405
Value of total assets at end of year2016-12-31$434,488,338
Value of total assets at beginning of year2016-12-31$394,180,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,600
Total interest from all sources2016-12-31$157,154
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,951,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,583,709
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$28,470
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$29,798
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,162,477
Participant contributions at end of year2016-12-31$2,154,437
Participant contributions at beginning of year2016-12-31$1,867,279
Assets. Other investments not covered elsewhere at end of year2016-12-31$74
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$553,462
Administrative expenses (other) incurred2016-12-31$-42,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$40,307,588
Value of net assets at end of year (total assets less liabilities)2016-12-31$434,488,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$394,180,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$77,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$383,382,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$346,117,855
Interest on participant loans2016-12-31$83,831
Income. Interest from US Government securities2016-12-31$3,626
Income. Interest from corporate debt instruments2016-12-31$42,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,088,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25,687,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25,687,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27,575
Asset value of US Government securities at end of year2016-12-31$193,020
Asset value of US Government securities at beginning of year2016-12-31$190,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,560,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,533,466
Income. Dividends from preferred stock2016-12-31$1,675
Income. Dividends from common stock2016-12-31$365,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,267,214
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,016,301
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$843,232
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$17,624,787
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$19,444,845
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$18,990,766
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,340,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,462,497
Total unrealized appreciation/depreciation of assets2015-12-31$-1,462,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$40,908,473
Total loss/gain on sale of assets2015-12-31$667,204
Total of all expenses incurred2015-12-31$28,149,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,213,530
Value of total corrective distributions2015-12-31$10,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,335,978
Value of total assets at end of year2015-12-31$394,180,750
Value of total assets at beginning of year2015-12-31$381,421,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-74,883
Total interest from all sources2015-12-31$140,425
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,255,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,862,899
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$29,798
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$25,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,706,716
Participant contributions at end of year2015-12-31$1,867,279
Participant contributions at beginning of year2015-12-31$1,514,554
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$55
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,111
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,061,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$-153,709
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,759,307
Value of net assets at end of year (total assets less liabilities)2015-12-31$394,180,750
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$381,421,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$78,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$346,117,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$333,921,185
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$71,521
Interest earned on other investments2015-12-31$31,797
Income. Interest from US Government securities2015-12-31$3,962
Income. Interest from corporate debt instruments2015-12-31$29,462
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,687,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,822,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,822,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,683
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$190,314
Asset value of US Government securities at beginning of year2015-12-31$212,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,027,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$21,567,390
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$1,450
Income. Dividends from common stock2015-12-31$390,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,213,530
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$843,232
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$667,896
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$19,444,845
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$20,256,836
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$22,262,371
Aggregate carrying amount (costs) on sale of assets2015-12-31$21,595,167
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$64,409
Total unrealized appreciation/depreciation of assets2014-12-31$64,409
Total transfer of assets to this plan2014-12-31$6,313,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$88,648,753
Total loss/gain on sale of assets2014-12-31$-246,281
Total of all expenses incurred2014-12-31$22,109,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,267,257
Expenses. Certain deemed distributions of participant loans2014-12-31$6,846
Value of total corrective distributions2014-12-31$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,967,077
Value of total assets at end of year2014-12-31$381,421,443
Value of total assets at beginning of year2014-12-31$308,568,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-164,892
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$91,497
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$20,652,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$20,333,809
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$25,050
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$12,513,783
Participant contributions at end of year2014-12-31$1,514,554
Participant contributions at beginning of year2014-12-31$1,852,120
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,111
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,553
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,588,596
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$-209,815
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$66,539,463
Value of net assets at end of year (total assets less liabilities)2014-12-31$381,421,443
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$308,568,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$44,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$333,921,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$272,995,213
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$72,541
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$3,143
Income. Interest from corporate debt instruments2014-12-31$13,277
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,822,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,822,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,822,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,536
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$212,198
Asset value of US Government securities at beginning of year2014-12-31$138,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$119,695
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$18,864,698
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$538
Income. Dividends from common stock2014-12-31$318,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,267,257
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$667,896
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$20,256,836
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,758,503
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$22,357,484
Aggregate carrying amount (costs) on sale of assets2014-12-31$22,603,765
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$713,571
Total unrealized appreciation/depreciation of assets2013-12-31$713,571
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$76,915,523
Total loss/gain on sale of assets2013-12-31$392,367
Total of all expenses incurred2013-12-31$14,834,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,929,184
Expenses. Certain deemed distributions of participant loans2013-12-31$30,304
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,012,938
Value of total assets at end of year2013-12-31$308,568,466
Value of total assets at beginning of year2013-12-31$246,486,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-125,440
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$88,381
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,907,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,747,986
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$2,177
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,752,091
Participant contributions at end of year2013-12-31$1,852,120
Participant contributions at beginning of year2013-12-31$1,958,166
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,553
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,051
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$165,099
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$-166,866
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$17,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$62,081,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$308,568,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$246,486,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$41,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$272,995,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$217,158,549
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$85,253
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$952
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,822,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,366,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,366,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,176
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$138,977
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,800,664
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$17,095,748
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$2
Income. Dividends from common stock2013-12-31$159,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,929,184
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,758,503
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,982,325
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$24,191,384
Aggregate carrying amount (costs) on sale of assets2013-12-31$23,799,017
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-15,247
Total unrealized appreciation/depreciation of assets2012-12-31$-15,247
Total transfer of assets to this plan2012-12-31$25
Total income from all sources (including contributions)2012-12-31$54,406,202
Total loss/gain on sale of assets2012-12-31$471,234
Total of all expenses incurred2012-12-31$12,727,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,707,232
Expenses. Certain deemed distributions of participant loans2012-12-31$10,235
Value of total corrective distributions2012-12-31$636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,109,178
Value of total assets at end of year2012-12-31$246,486,991
Value of total assets at beginning of year2012-12-31$204,808,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,683
Total interest from all sources2012-12-31$78,730
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,938,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,788,108
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$2,177
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$5,350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,849,990
Participant contributions at end of year2012-12-31$1,958,166
Participant contributions at beginning of year2012-12-31$1,565,907
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,051
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,236,399
Administrative expenses (other) incurred2012-12-31$-12,579
Total non interest bearing cash at end of year2012-12-31$17,345
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$41,678,416
Value of net assets at end of year (total assets less liabilities)2012-12-31$246,486,991
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$204,808,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$217,158,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$180,535,305
Interest on participant loans2012-12-31$76,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$20,366,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,981,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,981,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,823,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,022,789
Income. Dividends from preferred stock2012-12-31$201
Income. Dividends from common stock2012-12-31$150,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,707,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,982,325
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,720,043
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,182,602
Aggregate carrying amount (costs) on sale of assets2012-12-31$16,711,368
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-464,411
Total unrealized appreciation/depreciation of assets2011-12-31$-464,411
Total transfer of assets to this plan2011-12-31$59,710,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$19,063,530
Total loss/gain on sale of assets2011-12-31$154,621
Total of all expenses incurred2011-12-31$8,274,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,263,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,862,858
Value of total assets at end of year2011-12-31$204,808,550
Value of total assets at beginning of year2011-12-31$134,309,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,550
Total interest from all sources2011-12-31$85,221
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,243,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,125,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$5,350
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$5,322
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,619,882
Participant contributions at end of year2011-12-31$1,565,907
Participant contributions at beginning of year2011-12-31$1,049,621
Assets. Other investments not covered elsewhere at end of year2011-12-31$143
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$336,128
Administrative expenses (other) incurred2011-12-31$3,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,788,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$204,808,550
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$134,309,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$180,535,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$114,693,781
Interest on participant loans2011-12-31$83,667
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$2,531,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,981,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,611,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,611,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,852,697
Net investment gain or loss from common/collective trusts2011-12-31$34,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,906,848
Income. Dividends from preferred stock2011-12-31$319
Income. Dividends from common stock2011-12-31$118,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,263,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,720,043
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,418,238
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,920,720
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,766,099
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$610,832
Total unrealized appreciation/depreciation of assets2010-12-31$610,832
Total transfer of assets to this plan2010-12-31$2,531,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$29,470,907
Total loss/gain on sale of assets2010-12-31$118,785
Total of all expenses incurred2010-12-31$2,207,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,203,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,080,449
Value of total assets at end of year2010-12-31$134,309,148
Value of total assets at beginning of year2010-12-31$104,514,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,493
Total interest from all sources2010-12-31$64,751
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,412,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,329,887
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$5,322
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$5,338
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,089,260
Participant contributions at end of year2010-12-31$1,049,621
Participant contributions at beginning of year2010-12-31$862,340
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$84,134
Administrative expenses (other) incurred2010-12-31$3,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$27,263,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$134,309,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$104,514,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$155
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$114,693,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$90,582,008
Interest on participant loans2010-12-31$58,329
Value of interest in common/collective trusts at end of year2010-12-31$2,531,019
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,611,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,382,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,382,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,183,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,907,055
Income. Dividends from preferred stock2010-12-31$319
Income. Dividends from common stock2010-12-31$82,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,203,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,418,238
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,682,578
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,852,341
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,733,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERRY-SMITH, LLC
Accountancy firm EIN2010-12-31680041802
2009 : SUTTER MEDICAL GROUP 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 SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2023: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUTTER MEDICAL GROUP 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: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: SUTTER MEDICAL GROUP 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: SUTTER MEDICAL GROUP 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1