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DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 401k Plan overview

Plan NameDALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN
Plan identification number 005

DALY CITY ANESTHESIA MEDICAL GROUP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DALY CITY ANESTHESIA MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:DALY CITY ANESTHESIA MEDICAL GROUP
Employer identification number (EIN):942229215
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052011-01-01MATTHEW WHITE MATTHEW WHITE2012-06-27
0052009-01-01MATTHEW WHITE

Plan Statistics for DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN

Measure Date Value
2011: DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN

Measure Date Value
2011 : DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$545,567
Expenses. Total of all expenses incurred2011-12-31$10,357
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$8,065,469
Total plan assets at beginning of year2011-12-31$7,530,259
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$10,357
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$96,748
Net income (gross income less expenses)2011-12-31$535,210
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,065,469
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,530,259
Assets. Value of participant loans2011-12-31$82,488
Assets. Value of assets in partnership/joint-venture interests2011-12-31$630,500
Total contributions received or receivable from employer(s)2011-12-31$426,819
2010 : DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,263,846
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$7,530,259
Total plan assets at beginning of year2010-12-31$6,266,413
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$32,000
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$742,623
Net income (gross income less expenses)2010-12-31$1,263,846
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,530,259
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,266,413
Assets. Value of participant loans2010-12-31$87,266
Assets. Value of assets in partnership/joint-venture interests2010-12-31$299,321
Total contributions received or receivable from employer(s)2010-12-31$489,223

Form 5500 Responses for DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN

2011: DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DALY CITY ANESTHESIA MEDICAL GROUP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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