401k Plan data: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN plan

SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN
Plan identification number	002

SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: SANTA CRUZ PHYSICIANS MEDICAL GROUP, INC.

Employer identification number (EIN): 770083726

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JEY CHANDRAN
002 2015-01-01 JEY CHANDRAN
002 2014-01-01 JEY CHANDRAN
002 2013-01-01 JEY CHANDRAN
002 2012-01-01 JEY CHANDRAN JEY CHANDRAN 2013-04-26
002 2011-01-01 JEY CHANDRAN
002 2010-01-01 JEY CHANDRAN
002 2009-01-01 JEY CHANDRAN

Plan Statistics for SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN

Measure Date Value
2019: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 43
Total of all active and inactive participants 2018-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 43
Number of participants with account balances 2018-01-01 43
2017: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 56
Number of participants with account balances 2017-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 72
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 76
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 58
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 74
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 79
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 56
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 65
Number of participants with account balances 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 62
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 57
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 64
Number of participants with account balances 2010-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 52
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	43
Total of all active and inactive participants	2018-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	43
Number of participants with account balances	2018-01-01	43
2017: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	56
Number of participants with account balances	2017-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	72
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	76
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	58
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	74
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	79
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	56
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	65
Number of participants with account balances	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	62
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	57
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	64
Number of participants with account balances	2010-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	52
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN

Measure	Date	Value
2019 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-11-07	$0
Total plan liabilities at end of year	2019-11-07	$0
Total plan liabilities at beginning of year	2019-11-07	$0
Total income from all sources	2019-11-07	$459,207
Expenses. Total of all expenses incurred	2019-11-07	$3,787,583
Benefits paid (including direct rollovers)	2019-11-07	$3,786,710
Total plan assets at end of year	2019-11-07	$0
Total plan assets at beginning of year	2019-11-07	$3,328,376
Value of fidelity bond covering the plan	2019-11-07	$2,000,000
Total contributions received or receivable from participants	2019-11-07	$0
Expenses. Other expenses not covered elsewhere	2019-11-07	$0
Contributions received from other sources (not participants or employers)	2019-11-07	$0
Other income received	2019-11-07	$459,207
Noncash contributions received	2019-11-07	$0
Net income (gross income less expenses)	2019-11-07	$-3,328,376
Net plan assets at end of year (total assets less liabilities)	2019-11-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-11-07	$3,328,376
Total contributions received or receivable from employer(s)	2019-11-07	$0
Value of certain deemed distributions of participant loans	2019-11-07	$0
Value of corrective distributions	2019-11-07	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-07	$873
2018 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-188,570
Expenses. Total of all expenses incurred	2018-12-31	$1,066,539
Benefits paid (including direct rollovers)	2018-12-31	$1,065,409
Total plan assets at end of year	2018-12-31	$3,328,376
Total plan assets at beginning of year	2018-12-31	$4,583,485
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-188,570
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,255,109
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,328,376
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,583,485
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,130
2016 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$882,739
Expenses. Total of all expenses incurred	2016-12-31	$469,311
Benefits paid (including direct rollovers)	2016-12-31	$456,059
Total plan assets at end of year	2016-12-31	$4,264,340
Total plan assets at beginning of year	2016-12-31	$3,850,912
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$298,223
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$230,517
Other income received	2016-12-31	$299,441
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$413,428
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,264,340
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,850,912
Assets. Value of participant loans	2016-12-31	$20,854
Total contributions received or receivable from employer(s)	2016-12-31	$54,558
Value of certain deemed distributions of participant loans	2016-12-31	$9,402
Value of corrective distributions	2016-12-31	$2,110
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,740
2015 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$349,463
Expenses. Total of all expenses incurred	2015-12-31	$92,003
Benefits paid (including direct rollovers)	2015-12-31	$83,420
Total plan assets at end of year	2015-12-31	$3,850,912
Total plan assets at beginning of year	2015-12-31	$3,593,452
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$310,016
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,221
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$257,460
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,850,912
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,593,452
Assets. Value of participant loans	2015-12-31	$9,107
Total contributions received or receivable from employer(s)	2015-12-31	$59,668
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$6,988
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,595
2014 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$569,459
Expenses. Total of all expenses incurred	2014-12-31	$414,345
Benefits paid (including direct rollovers)	2014-12-31	$407,869
Total plan assets at end of year	2014-12-31	$3,593,452
Total plan assets at beginning of year	2014-12-31	$3,438,338
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$303,634
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$2,937
Other income received	2014-12-31	$212,377
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$155,114
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,593,452
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,438,338
Assets. Value of participant loans	2014-12-31	$12,467
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$50,511
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$4,591
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,885
2013 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$1,620,133
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$730,890
Expenses. Total of all expenses incurred	2013-12-31	$233,123
Benefits paid (including direct rollovers)	2013-12-31	$225,675
Total plan assets at end of year	2013-12-31	$3,438,338
Total plan assets at beginning of year	2013-12-31	$1,320,438
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$295,948
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$406,382
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$497,767
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,438,338
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,320,438
Assets. Value of participant loans	2013-12-31	$17,387
Total contributions received or receivable from employer(s)	2013-12-31	$28,560
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$5,135
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,313
2012 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$380,667
Expenses. Total of all expenses incurred	2012-12-31	$27,499
Benefits paid (including direct rollovers)	2012-12-31	$26,154
Total plan assets at end of year	2012-12-31	$1,320,438
Total plan assets at beginning of year	2012-12-31	$967,270
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$226,620
Other income received	2012-12-31	$128,158
Net income (gross income less expenses)	2012-12-31	$353,168
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,320,438
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$967,270
Assets. Value of participant loans	2012-12-31	$2,692
Total contributions received or receivable from employer(s)	2012-12-31	$25,889
Value of corrective distributions	2012-12-31	$183
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$193,760
Expenses. Total of all expenses incurred	2011-12-31	$17,360
Benefits paid (including direct rollovers)	2011-12-31	$13,344
Total plan assets at end of year	2011-12-31	$967,270
Total plan assets at beginning of year	2011-12-31	$790,870
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$195,652
Other income received	2011-12-31	$-26,051
Net income (gross income less expenses)	2011-12-31	$176,400
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$967,270
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$790,870
Assets. Value of participant loans	2011-12-31	$4,405
Total contributions received or receivable from employer(s)	2011-12-31	$24,159
Value of corrective distributions	2011-12-31	$2,526
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$333,689
Expenses. Total of all expenses incurred	2010-12-31	$4,819
Benefits paid (including direct rollovers)	2010-12-31	$1,900
Total plan assets at end of year	2010-12-31	$790,870
Total plan assets at beginning of year	2010-12-31	$462,000
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$220,267
Other income received	2010-12-31	$86,083
Net income (gross income less expenses)	2010-12-31	$328,870
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$790,870
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$462,000
Assets. Value of participant loans	2010-12-31	$2,100
Total contributions received or receivable from employer(s)	2010-12-31	$27,339
Value of corrective distributions	2010-12-31	$2,046
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$873
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN

2019: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SANTA CRUZ PHYSICIANS MEDICAL GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SANTA CRUZ PHYSICIANS MEDICAL GROUP, INC.
Employer identification number (EIN):	770083726
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)