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CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

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

Company Name:CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
Employer identification number (EIN):942613220
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01RANDALL STERN MD2024-08-08
0022022-07-01RANDALL STERN MD2024-02-22
0022021-07-01RANDALL STERN MD2023-04-11
0022020-07-01RANDALL STERN MD2022-04-15
0022020-07-01RANDALL STERN MD2022-06-24
0022019-07-01JANICE SACCHERI2021-04-15
0022019-07-01JANICE SACCHERI2021-05-03
0022018-07-01JOYCE FIELDS-KEENE, MPA2020-08-12
0022017-07-01JANICE SACCHERI2019-04-14
0022017-07-01DR. RANDALL STERN2019-10-08
0022016-07-01
0022015-07-01CHRISTINA CORNELL
0022014-07-01
0022013-07-01
0022012-07-01RICHARD AUNE
0022011-07-01RICHARD AUNE
0022010-07-01RICHARD AUNE
0022009-07-01RICHARD AUNE

Plan Statistics for CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-011,201
Total number of active participants reported on line 7a of the Form 55002023-07-01609
Number of retired or separated participants receiving benefits2023-07-01107
Number of other retired or separated participants entitled to future benefits2023-07-01496
Total of all active and inactive participants2023-07-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-07-010
Total participants2023-07-011,212
Number of participants with account balances2023-07-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-07-0113
2022: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,108
Total number of active participants reported on line 7a of the Form 55002022-07-01622
Number of retired or separated participants receiving benefits2022-07-0198
Number of other retired or separated participants entitled to future benefits2022-07-01458
Total of all active and inactive participants2022-07-011,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-011,179
Number of participants with account balances2022-07-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0112
2021: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01970
Total number of active participants reported on line 7a of the Form 55002021-07-01562
Number of retired or separated participants receiving benefits2021-07-0184
Number of other retired or separated participants entitled to future benefits2021-07-01428
Total of all active and inactive participants2021-07-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,074
Number of participants with account balances2021-07-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0114
2020: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01905
Total number of active participants reported on line 7a of the Form 55002020-07-01595
Number of retired or separated participants receiving benefits2020-07-0159
Number of other retired or separated participants entitled to future benefits2020-07-01316
Total of all active and inactive participants2020-07-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01970
Number of participants with account balances2020-07-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01858
Total number of active participants reported on line 7a of the Form 55002019-07-01613
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01177
Total of all active and inactive participants2019-07-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01790
Number of participants with account balances2019-07-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01794
Total number of active participants reported on line 7a of the Form 55002018-07-01542
Number of retired or separated participants receiving benefits2018-07-0151
Number of other retired or separated participants entitled to future benefits2018-07-01265
Total of all active and inactive participants2018-07-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01858
Number of participants with account balances2018-07-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0122
2017: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01731
Total number of active participants reported on line 7a of the Form 55002017-07-01494
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01276
Total of all active and inactive participants2017-07-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01770
Number of participants with account balances2017-07-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0121
2016: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01681
Total number of active participants reported on line 7a of the Form 55002016-07-01475
Number of retired or separated participants receiving benefits2016-07-0119
Number of other retired or separated participants entitled to future benefits2016-07-01225
Total of all active and inactive participants2016-07-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01719
Number of participants with account balances2016-07-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0128
2015: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01667
Total number of active participants reported on line 7a of the Form 55002015-07-01477
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01200
Total of all active and inactive participants2015-07-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01677
Number of participants with account balances2015-07-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01571
Total number of active participants reported on line 7a of the Form 55002014-07-01472
Number of retired or separated participants receiving benefits2014-07-0124
Number of other retired or separated participants entitled to future benefits2014-07-01161
Total of all active and inactive participants2014-07-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01657
Number of participants with account balances2014-07-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01510
Total number of active participants reported on line 7a of the Form 55002013-07-01395
Number of retired or separated participants receiving benefits2013-07-0127
Number of other retired or separated participants entitled to future benefits2013-07-01157
Total of all active and inactive participants2013-07-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01579
Number of participants with account balances2013-07-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01462
Total number of active participants reported on line 7a of the Form 55002012-07-01366
Number of retired or separated participants receiving benefits2012-07-0118
Number of other retired or separated participants entitled to future benefits2012-07-01127
Total of all active and inactive participants2012-07-01511
Total participants2012-07-01511
Number of participants with account balances2012-07-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01428
Total number of active participants reported on line 7a of the Form 55002011-07-01337
Number of retired or separated participants receiving benefits2011-07-0117
Number of other retired or separated participants entitled to future benefits2011-07-01111
Total of all active and inactive participants2011-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01465
Number of participants with account balances2011-07-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01370
Total number of active participants reported on line 7a of the Form 55002010-07-01324
Number of retired or separated participants receiving benefits2010-07-014
Number of other retired or separated participants entitled to future benefits2010-07-01100
Total of all active and inactive participants2010-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01429
Number of participants with account balances2010-07-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01329
Total number of active participants reported on line 7a of the Form 55002009-07-01278
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0183
Total of all active and inactive participants2009-07-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01363
Number of participants with account balances2009-07-01363

Financial Data on CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$16,916,686
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,901,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,677,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,685,580
Value of total assets at end of year2023-12-31$181,939,257
Value of total assets at beginning of year2023-12-31$172,924,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$224,771
Total interest from all sources2023-12-31$24,971
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,731,791
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$1,731,791
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$3,536,762
Participant contributions at end of year2023-12-31$732,604
Participant contributions at beginning of year2023-12-31$821,305
Participant contributions at end of year2023-12-31$411,268
Participant contributions at beginning of year2023-12-31$360,458
Assets. Other investments not covered elsewhere at end of year2023-12-31$18,353,694
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$18,180,457
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$21,907
Other income not declared elsewhere2023-12-31$1,143,639
Administrative expenses (other) incurred2023-12-31$14,235
Total non interest bearing cash at end of year2023-12-31$8,769
Total non interest bearing cash at beginning of year2023-12-31$18,309
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$9,014,758
Value of net assets at end of year (total assets less liabilities)2023-12-31$181,939,257
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$172,924,499
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$9,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$95,819,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$89,161,135
Interest on participant loans2023-12-31$24,971
Value of interest in common/collective trusts at end of year2023-12-31$66,148,569
Value of interest in common/collective trusts at beginning of year2023-12-31$63,754,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,645,015
Net investment gain or loss from common/collective trusts2023-12-31$3,685,690
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,126,911
Employer contributions (assets) at end of year2023-12-31$464,531
Employer contributions (assets) at beginning of year2023-12-31$628,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,677,157
Contract administrator fees2023-12-31$15,000
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BEAN HUNT HARRIS & CO
Accountancy firm EIN2023-12-31263649864
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$30,631,352
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$6,741,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$6,395,056
Expenses. Certain deemed distributions of participant loans2023-06-30$402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$14,214,909
Value of total assets at end of year2023-06-30$172,924,499
Value of total assets at beginning of year2023-06-30$149,035,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$346,475
Total interest from all sources2023-06-30$52,597
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,636,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,636,836
Administrative expenses professional fees incurred2023-06-30$30,000
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$5,358,404
Participant contributions at end of year2023-06-30$821,305
Participant contributions at beginning of year2023-06-30$1,002,201
Participant contributions at end of year2023-06-30$360,458
Participant contributions at beginning of year2023-06-30$348,564
Assets. Other investments not covered elsewhere at end of year2023-06-30$18,180,457
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$15,709,473
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$522,062
Other income not declared elsewhere2023-06-30$2,372,656
Administrative expenses (other) incurred2023-06-30$12,924
Total non interest bearing cash at end of year2023-06-30$18,309
Total non interest bearing cash at beginning of year2023-06-30$11,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$23,889,419
Value of net assets at end of year (total assets less liabilities)2023-06-30$172,924,499
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$149,035,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$168,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$89,161,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$73,244,070
Interest on participant loans2023-06-30$52,597
Value of interest in common/collective trusts at end of year2023-06-30$63,754,710
Value of interest in common/collective trusts at beginning of year2023-06-30$58,166,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$6,384,591
Net investment gain or loss from common/collective trusts2023-06-30$5,969,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$8,334,443
Employer contributions (assets) at end of year2023-06-30$628,125
Employer contributions (assets) at beginning of year2023-06-30$552,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$6,395,056
Contract administrator fees2023-06-30$135,353
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2023-06-30263649864
2022 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-10,400,882
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$11,358,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,058,714
Expenses. Certain deemed distributions of participant loans2022-06-30$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$13,552,656
Value of total assets at end of year2022-06-30$149,035,080
Value of total assets at beginning of year2022-06-30$170,794,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$299,379
Total interest from all sources2022-06-30$67,788
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$3,293,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$3,293,956
Administrative expenses professional fees incurred2022-06-30$79,701
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$5,106,460
Participant contributions at end of year2022-06-30$1,002,201
Participant contributions at beginning of year2022-06-30$1,247,070
Participant contributions at end of year2022-06-30$348,564
Participant contributions at beginning of year2022-06-30$349,443
Assets. Other investments not covered elsewhere at end of year2022-06-30$15,709,473
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$17,733,739
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$650,089
Other income not declared elsewhere2022-06-30$-2,761,896
Administrative expenses (other) incurred2022-06-30$15,035
Total non interest bearing cash at end of year2022-06-30$11,442
Total non interest bearing cash at beginning of year2022-06-30$98,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-21,759,299
Value of net assets at end of year (total assets less liabilities)2022-06-30$149,035,080
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$170,794,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$125,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$73,244,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$86,986,046
Interest on participant loans2022-06-30$67,788
Value of interest in common/collective trusts at end of year2022-06-30$58,166,615
Value of interest in common/collective trusts at beginning of year2022-06-30$63,787,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-19,112,639
Net investment gain or loss from common/collective trusts2022-06-30$-5,440,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$7,796,107
Employer contributions (assets) at end of year2022-06-30$552,715
Employer contributions (assets) at beginning of year2022-06-30$592,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$11,058,714
Contract administrator fees2022-06-30$79,179
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2022-06-30263649864
2021 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$45,727,237
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$5,624,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,288,041
Expenses. Certain deemed distributions of participant loans2021-06-30$11,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$12,970,783
Value of total assets at end of year2021-06-30$170,794,379
Value of total assets at beginning of year2021-06-30$130,691,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$325,313
Total interest from all sources2021-06-30$75,095
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,295,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,295,160
Administrative expenses professional fees incurred2021-06-30$77,790
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$5,093,161
Participant contributions at end of year2021-06-30$1,247,070
Participant contributions at beginning of year2021-06-30$1,201,310
Participant contributions at end of year2021-06-30$349,443
Participant contributions at beginning of year2021-06-30$344,728
Assets. Other investments not covered elsewhere at end of year2021-06-30$17,733,739
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$14,322,705
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$357,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,362
Other income not declared elsewhere2021-06-30$4,324,727
Administrative expenses (other) incurred2021-06-30$13,927
Total non interest bearing cash at end of year2021-06-30$98,065
Total non interest bearing cash at beginning of year2021-06-30$114,359,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$40,102,620
Value of net assets at end of year (total assets less liabilities)2021-06-30$170,794,379
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$130,691,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$70,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$86,986,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$75,095
Value of interest in common/collective trusts at end of year2021-06-30$63,787,488
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$15,979,570
Net investment gain or loss from common/collective trusts2021-06-30$11,081,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$7,519,777
Employer contributions (assets) at end of year2021-06-30$592,528
Employer contributions (assets) at beginning of year2021-06-30$461,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,288,041
Contract administrator fees2021-06-30$162,905
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2021-06-30263649864
2020 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,036
Total income from all sources (including contributions)2020-06-30$12,904,900
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$8,682,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,785,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$11,016,571
Value of total assets at end of year2020-06-30$130,692,600
Value of total assets at beginning of year2020-06-30$126,475,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$-103,126
Total interest from all sources2020-06-30$70,564
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$4,429,230
Participant contributions at end of year2020-06-30$1,201,310
Participant contributions at beginning of year2020-06-30$1,220,537
Participant contributions at end of year2020-06-30$344,728
Participant contributions at beginning of year2020-06-30$327,412
Assets. Other investments not covered elsewhere at end of year2020-06-30$14,322,705
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$521,015
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$261,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$1,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$5,036
Other income not declared elsewhere2020-06-30$649,393
Administrative expenses (other) incurred2020-06-30$12,020
Total non interest bearing cash at end of year2020-06-30$114,359,225
Total non interest bearing cash at beginning of year2020-06-30$16,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,222,296
Value of net assets at end of year (total assets less liabilities)2020-06-30$130,692,600
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$126,470,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$-141,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,903,368
Interest on participant loans2020-06-30$70,564
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$115,666,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$363,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$363,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,168,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$6,325,804
Employer contributions (assets) at end of year2020-06-30$464,632
Employer contributions (assets) at beginning of year2020-06-30$374,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,785,730
Contract administrator fees2020-06-30$26,464
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$3,080,206
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2020-06-30263649864
2019 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$5,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$8,469
Total income from all sources (including contributions)2019-06-30$17,653,720
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$5,107,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,966,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,152,876
Value of total assets at end of year2019-06-30$126,475,340
Value of total assets at beginning of year2019-06-30$113,932,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$141,483
Total interest from all sources2019-06-30$75,644
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$132,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$67,026
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$3,367,323
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$4,035,642
Participant contributions at end of year2019-06-30$1,220,537
Participant contributions at beginning of year2019-06-30$1,190,188
Participant contributions at end of year2019-06-30$327,412
Participant contributions at beginning of year2019-06-30$327,412
Assets. Other investments not covered elsewhere at end of year2019-06-30$521,015
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$488,221
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$421,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$1,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$4,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$5,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$8,469
Other income not declared elsewhere2019-06-30$167,377
Administrative expenses (other) incurred2019-06-30$16
Total non interest bearing cash at end of year2019-06-30$16,650
Total non interest bearing cash at beginning of year2019-06-30$14,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$12,546,151
Value of net assets at end of year (total assets less liabilities)2019-06-30$126,470,304
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$113,924,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$141,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,903,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,055,598
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,364,046
Interest on participant loans2019-06-30$67,186
Income. Interest from US Government securities2019-06-30$3,677
Income. Interest from corporate debt instruments2019-06-30$2,206
Value of interest in common/collective trusts at end of year2019-06-30$115,666,108
Value of interest in common/collective trusts at beginning of year2019-06-30$100,185,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$363,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$269,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$269,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,575
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$11,736
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$206,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$235,452
Net investment gain/loss from pooled separate accounts2019-06-30$6,889,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$5,695,957
Employer contributions (assets) at end of year2019-06-30$374,836
Employer contributions (assets) at beginning of year2019-06-30$361,322
Income. Dividends from common stock2019-06-30$65,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,954,350
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$98,416
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$3,080,206
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2019-06-30263649864
2018 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$8,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$6,671
Total income from all sources (including contributions)2018-06-30$16,715,341
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,867,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,806,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,872,778
Value of total assets at end of year2018-06-30$113,896,553
Value of total assets at beginning of year2018-06-30$103,046,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$60,301
Total interest from all sources2018-06-30$78,881
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$270,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$199,131
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$3,367,323
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$3,212,407
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$3,828,618
Participant contributions at end of year2018-06-30$1,190,188
Participant contributions at beginning of year2018-06-30$1,138,823
Participant contributions at end of year2018-06-30$327,412
Participant contributions at beginning of year2018-06-30$317,351
Assets. Other investments not covered elsewhere at end of year2018-06-30$452,152
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$452,152
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$557,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$4,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$4,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$8,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$6,671
Other income not declared elsewhere2018-06-30$305,316
Total non interest bearing cash at end of year2018-06-30$14,253
Total non interest bearing cash at beginning of year2018-06-30$13,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$10,848,060
Value of net assets at end of year (total assets less liabilities)2018-06-30$113,888,084
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$103,040,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,055,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,499,023
Value of interest in pooled separate accounts at end of year2018-06-30$3,364,046
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,353,062
Interest on participant loans2018-06-30$66,841
Income. Interest from US Government securities2018-06-30$6,364
Income. Interest from corporate debt instruments2018-06-30$4,098
Value of interest in common/collective trusts at end of year2018-06-30$100,185,441
Value of interest in common/collective trusts at beginning of year2018-06-30$90,033,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$269,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$321,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$321,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,578
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$14,293
Asset value of US Government securities at end of year2018-06-30$206,187
Asset value of US Government securities at beginning of year2018-06-30$205,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$220,081
Net investment gain/loss from pooled separate accounts2018-06-30$406,521
Net investment gain or loss from common/collective trusts2018-06-30$5,561,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,486,577
Employer contributions (assets) at end of year2018-06-30$361,322
Employer contributions (assets) at beginning of year2018-06-30$390,290
Income. Dividends from common stock2018-06-30$71,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,806,980
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$98,416
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$101,596
Contract administrator fees2018-06-30$60,301
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$2,793
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2018-06-30263649864
2017 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$13,304
Total income from all sources (including contributions)2017-06-30$19,079,581
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$8,853,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,736,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,863,703
Value of total assets at end of year2017-06-30$103,046,695
Value of total assets at beginning of year2017-06-30$92,827,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$117,419
Total interest from all sources2017-06-30$57,240
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$203,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$140,049
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$3,762,287
Participant contributions at end of year2017-06-30$1,138,823
Participant contributions at beginning of year2017-06-30$875,005
Participant contributions at end of year2017-06-30$317,351
Participant contributions at beginning of year2017-06-30$268,488
Assets. Other investments not covered elsewhere at end of year2017-06-30$452,152
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$421,689
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$833,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$4,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$6,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$13,304
Other income not declared elsewhere2017-06-30$12,236
Administrative expenses (other) incurred2017-06-30$67,875
Total non interest bearing cash at end of year2017-06-30$13,545
Total non interest bearing cash at beginning of year2017-06-30$3,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$10,225,588
Value of net assets at end of year (total assets less liabilities)2017-06-30$103,040,024
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$92,814,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$2,793
Assets. partnership/joint venture interests at beginning of year2017-06-30$2,793
Investment advisory and management fees2017-06-30$49,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,499,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,086,756
Value of interest in pooled separate accounts at end of year2017-06-30$2,353,062
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,105,591
Interest on participant loans2017-06-30$46,660
Income. Interest from US Government securities2017-06-30$6,182
Income. Interest from corporate debt instruments2017-06-30$4,060
Value of interest in common/collective trusts at end of year2017-06-30$90,033,635
Value of interest in common/collective trusts at beginning of year2017-06-30$81,522,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$321,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$201,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$201,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$338
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$11,218
Asset value of US Government securities at end of year2017-06-30$205,655
Asset value of US Government securities at beginning of year2017-06-30$204,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$959,704
Net investment gain or loss from common/collective trusts2017-06-30$7,983,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$5,268,068
Employer contributions (assets) at end of year2017-06-30$390,290
Employer contributions (assets) at beginning of year2017-06-30$375,477
Income. Dividends from common stock2017-06-30$63,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,725,356
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$101,596
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$97,531
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$3,212,407
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$2,660,875
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2017-06-30263649864
2016 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-25,644
Total unrealized appreciation/depreciation of assets2016-06-30$-25,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$13,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$19,538
Total income from all sources (including contributions)2016-06-30$8,733,731
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,854,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,741,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,769,124
Value of total assets at end of year2016-06-30$92,827,740
Value of total assets at beginning of year2016-06-30$87,954,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$113,003
Total interest from all sources2016-06-30$56,302
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$239,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$179,458
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$3,425,622
Participant contributions at end of year2016-06-30$875,005
Participant contributions at beginning of year2016-06-30$962,009
Participant contributions at end of year2016-06-30$268,488
Participant contributions at beginning of year2016-06-30$218,127
Assets. Other investments not covered elsewhere at end of year2016-06-30$421,689
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$384,390
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$487,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$13,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$19,538
Other income not declared elsewhere2016-06-30$1,565
Administrative expenses (other) incurred2016-06-30$53,628
Total non interest bearing cash at end of year2016-06-30$3,241
Total non interest bearing cash at beginning of year2016-06-30$5,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$4,879,177
Value of net assets at end of year (total assets less liabilities)2016-06-30$92,814,436
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$87,935,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$2,793
Assets. partnership/joint venture interests at beginning of year2016-06-30$16,302
Investment advisory and management fees2016-06-30$59,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,086,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,993,822
Value of interest in pooled separate accounts at end of year2016-06-30$2,105,591
Interest on participant loans2016-06-30$43,072
Interest earned on other investments2016-06-30$247
Income. Interest from US Government securities2016-06-30$7,839
Income. Interest from corporate debt instruments2016-06-30$5,091
Value of interest in common/collective trusts at end of year2016-06-30$81,522,033
Value of interest in common/collective trusts at beginning of year2016-06-30$76,172,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$201,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$628,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$628,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$53
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$11,451
Asset value of US Government securities at end of year2016-06-30$204,175
Asset value of US Government securities at beginning of year2016-06-30$26,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-186,355
Net investment gain or loss from common/collective trusts2016-06-30$-121,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$4,855,860
Employer contributions (assets) at end of year2016-06-30$375,477
Employer contributions (assets) at beginning of year2016-06-30$391,303
Income. Dividends from common stock2016-06-30$60,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,730,100
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$97,531
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$254,710
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$2,660,875
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$3,898,090
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2016-06-30263649864
2015 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$1,092,004
Total unrealized appreciation/depreciation of assets2015-06-30$1,092,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$19,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$27,597
Total income from all sources (including contributions)2015-06-30$10,697,664
Total loss/gain on sale of assets2015-06-30$-48,421
Total of all expenses incurred2015-06-30$966,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$849,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,344,457
Value of total assets at end of year2015-06-30$87,954,797
Value of total assets at beginning of year2015-06-30$78,231,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$117,346
Total interest from all sources2015-06-30$54,442
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$322,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$247,599
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$3,055,291
Participant contributions at end of year2015-06-30$962,009
Participant contributions at beginning of year2015-06-30$984,975
Participant contributions at end of year2015-06-30$218,127
Participant contributions at beginning of year2015-06-30$174,645
Assets. Other investments not covered elsewhere at end of year2015-06-30$384,390
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$365,096
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,894,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$2,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$19,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$27,597
Other income not declared elsewhere2015-06-30$21,174
Administrative expenses (other) incurred2015-06-30$117,346
Total non interest bearing cash at end of year2015-06-30$5,921
Total non interest bearing cash at beginning of year2015-06-30$17,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$9,731,070
Value of net assets at end of year (total assets less liabilities)2015-06-30$87,935,259
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$78,204,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$16,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,993,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,004,087
Interest on participant loans2015-06-30$43,655
Interest earned on other investments2015-06-30$5,320
Income. Interest from US Government securities2015-06-30$940
Income. Interest from corporate debt instruments2015-06-30$4,284
Value of interest in common/collective trusts at end of year2015-06-30$76,172,717
Value of interest in common/collective trusts at beginning of year2015-06-30$66,670,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$628,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$464,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$464,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$243
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$11,167
Asset value of US Government securities at end of year2015-06-30$26,716
Asset value of US Government securities at beginning of year2015-06-30$40,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-131,022
Net investment gain or loss from common/collective trusts2015-06-30$42,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,394,216
Employer contributions (assets) at end of year2015-06-30$391,303
Employer contributions (assets) at beginning of year2015-06-30$314,351
Income. Dividends from common stock2015-06-30$75,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$838,081
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$254,710
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$231,755
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$3,898,090
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$3,962,157
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$5,850,759
Aggregate carrying amount (costs) on sale of assets2015-06-30$5,899,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2015-06-30263649864
2014 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$8,956,428
Total unrealized appreciation/depreciation of assets2014-06-30$8,956,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$27,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$9,921
Total income from all sources (including contributions)2014-06-30$17,531,081
Total loss/gain on sale of assets2014-06-30$54,273
Total of all expenses incurred2014-06-30$1,936,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,823,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,134,361
Value of total assets at end of year2014-06-30$78,231,786
Value of total assets at beginning of year2014-06-30$62,619,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$113,385
Total interest from all sources2014-06-30$55,506
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$270,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$198,460
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$52,240
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,611,021
Participant contributions at end of year2014-06-30$984,975
Participant contributions at beginning of year2014-06-30$1,019,010
Participant contributions at end of year2014-06-30$174,645
Participant contributions at beginning of year2014-06-30$168,298
Assets. Other investments not covered elsewhere at end of year2014-06-30$365,096
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$336,465
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$559,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$27,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$9,921
Other income not declared elsewhere2014-06-30$28,766
Administrative expenses (other) incurred2014-06-30$113,385
Total non interest bearing cash at end of year2014-06-30$17,571
Total non interest bearing cash at beginning of year2014-06-30$3,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$15,594,568
Value of net assets at end of year (total assets less liabilities)2014-06-30$78,204,189
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$62,609,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at beginning of year2014-06-30$25,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,004,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,801,936
Interest on participant loans2014-06-30$45,797
Interest earned on other investments2014-06-30$4,088
Income. Interest from US Government securities2014-06-30$1,851
Income. Interest from corporate debt instruments2014-06-30$3,723
Value of interest in common/collective trusts at end of year2014-06-30$66,670,641
Value of interest in common/collective trusts at beginning of year2014-06-30$52,010,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$464,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$745,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$745,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$47
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$11,736
Asset value of US Government securities at end of year2014-06-30$40,021
Asset value of US Government securities at beginning of year2014-06-30$79,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$544,433
Net investment gain or loss from common/collective trusts2014-06-30$486,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,964,206
Employer contributions (assets) at end of year2014-06-30$314,351
Employer contributions (assets) at beginning of year2014-06-30$313,296
Income. Dividends from preferred stock2014-06-30$1,008
Income. Dividends from common stock2014-06-30$71,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,811,392
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$231,755
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$179,886
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$3,962,157
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$3,883,405
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$6,692,214
Aggregate carrying amount (costs) on sale of assets2014-06-30$6,637,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2014-06-30263649864
2013 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$5,003,231
Total unrealized appreciation/depreciation of assets2013-06-30$5,003,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$9,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$19,504
Total income from all sources (including contributions)2013-06-30$12,433,507
Total loss/gain on sale of assets2013-06-30$5,464
Total of all expenses incurred2013-06-30$1,297,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,202,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,331,324
Value of total assets at end of year2013-06-30$62,619,542
Value of total assets at beginning of year2013-06-30$51,493,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$94,988
Total interest from all sources2013-06-30$70,487
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$212,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$121,107
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$52,240
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,503,797
Participant contributions at end of year2013-06-30$1,019,010
Participant contributions at beginning of year2013-06-30$1,033,184
Participant contributions at end of year2013-06-30$168,298
Participant contributions at beginning of year2013-06-30$147,509
Assets. Other investments not covered elsewhere at end of year2013-06-30$336,465
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$309,581
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$230,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$9,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$19,504
Other income not declared elsewhere2013-06-30$28,260
Administrative expenses (other) incurred2013-06-30$94,988
Total non interest bearing cash at end of year2013-06-30$3,982
Total non interest bearing cash at beginning of year2013-06-30$14,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$11,135,828
Value of net assets at end of year (total assets less liabilities)2013-06-30$62,609,621
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$51,473,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$25,302
Assets. partnership/joint venture interests at beginning of year2013-06-30$26,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,801,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,405,305
Interest on participant loans2013-06-30$52,848
Interest earned on other investments2013-06-30$6,737
Income. Interest from US Government securities2013-06-30$1,857
Income. Interest from corporate debt instruments2013-06-30$8,996
Value of interest in common/collective trusts at end of year2013-06-30$52,010,129
Value of interest in common/collective trusts at beginning of year2013-06-30$41,551,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$745,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$874,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$874,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$49
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$10,598
Asset value of US Government securities at end of year2013-06-30$79,958
Asset value of US Government securities at beginning of year2013-06-30$99,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$299,100
Net investment gain or loss from common/collective trusts2013-06-30$482,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,597,477
Employer contributions (assets) at end of year2013-06-30$313,296
Employer contributions (assets) at beginning of year2013-06-30$248,240
Income. Dividends from preferred stock2013-06-30$3,998
Income. Dividends from common stock2013-06-30$87,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,192,093
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$179,886
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$394,546
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$3,883,405
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$3,388,712
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$5,464,567
Aggregate carrying amount (costs) on sale of assets2013-06-30$5,459,103
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2013-06-30263649864
2012 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-507,056
Total unrealized appreciation/depreciation of assets2012-06-30$-507,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$19,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$13,632
Total income from all sources (including contributions)2012-06-30$5,453,100
Total loss/gain on sale of assets2012-06-30$-133,413
Total of all expenses incurred2012-06-30$2,069,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,986,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,905,662
Value of total assets at end of year2012-06-30$51,493,297
Value of total assets at beginning of year2012-06-30$48,104,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$83,535
Total interest from all sources2012-06-30$72,241
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$241,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$166,214
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$18,915
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,332,430
Participant contributions at end of year2012-06-30$1,033,184
Participant contributions at beginning of year2012-06-30$925,864
Participant contributions at end of year2012-06-30$147,509
Participant contributions at beginning of year2012-06-30$133,919
Assets. Other investments not covered elsewhere at end of year2012-06-30$309,581
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$283,524
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$161,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$981
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$19,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$13,632
Other income not declared elsewhere2012-06-30$28,257
Administrative expenses (other) incurred2012-06-30$3,172
Total non interest bearing cash at end of year2012-06-30$14,236
Total non interest bearing cash at beginning of year2012-06-30$41,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,383,256
Value of net assets at end of year (total assets less liabilities)2012-06-30$51,473,793
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$48,090,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$26,481
Assets. partnership/joint venture interests at beginning of year2012-06-30$32,931
Investment advisory and management fees2012-06-30$70,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,405,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,130,593
Interest on participant loans2012-06-30$46,991
Interest earned on other investments2012-06-30$8,074
Income. Interest from US Government securities2012-06-30$1,271
Income. Interest from corporate debt instruments2012-06-30$14,994
Value of interest in common/collective trusts at end of year2012-06-30$41,551,331
Value of interest in common/collective trusts at beginning of year2012-06-30$35,762,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$874,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$945,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$945,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$911
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$12,429
Asset value of US Government securities at end of year2012-06-30$99,032
Asset value of US Government securities at beginning of year2012-06-30$95,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-162,142
Net investment gain or loss from common/collective trusts2012-06-30$7,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,411,457
Employer contributions (assets) at end of year2012-06-30$248,240
Employer contributions (assets) at beginning of year2012-06-30$225,289
Income. Dividends from common stock2012-06-30$75,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,973,880
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$394,546
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$376,574
Contract administrator fees2012-06-30$10,021
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$3,388,712
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$4,129,809
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$7,651,487
Aggregate carrying amount (costs) on sale of assets2012-06-30$7,784,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2012-06-30263649864
2011 : CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$5,796,009
Total unrealized appreciation/depreciation of assets2011-06-30$5,796,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$13,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$8,769
Total income from all sources (including contributions)2011-06-30$12,938,614
Total loss/gain on sale of assets2011-06-30$59,648
Total of all expenses incurred2011-06-30$1,778,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,693,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,317,878
Value of total assets at end of year2011-06-30$48,104,169
Value of total assets at beginning of year2011-06-30$36,938,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$85,166
Total interest from all sources2011-06-30$73,834
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$241,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$172,632
Assets. Real estate other than employer real property at end of year2011-06-30$18,915
Assets. Real estate other than employer real property at beginning of year2011-06-30$70,663
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,111,220
Participant contributions at end of year2011-06-30$925,864
Participant contributions at beginning of year2011-06-30$651,055
Participant contributions at end of year2011-06-30$133,919
Participant contributions at beginning of year2011-06-30$140,866
Assets. Other investments not covered elsewhere at end of year2011-06-30$283,524
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$374,844
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$191,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$25,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$13,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$8,769
Other income not declared elsewhere2011-06-30$-89,639
Administrative expenses (other) incurred2011-06-30$3,047
Total non interest bearing cash at end of year2011-06-30$41,853
Total non interest bearing cash at beginning of year2011-06-30$24,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$11,160,433
Value of net assets at end of year (total assets less liabilities)2011-06-30$48,090,537
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$36,930,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$32,931
Assets. partnership/joint venture interests at beginning of year2011-06-30$31,334
Investment advisory and management fees2011-06-30$74,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,130,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,628,372
Interest on participant loans2011-06-30$40,128
Income. Interest from loans (other than to participants)2011-06-30$5,619
Interest earned on other investments2011-06-30$10,640
Income. Interest from US Government securities2011-06-30$1,958
Income. Interest from corporate debt instruments2011-06-30$15,260
Value of interest in common/collective trusts at end of year2011-06-30$35,762,168
Value of interest in common/collective trusts at beginning of year2011-06-30$26,361,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$945,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$953,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$953,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$229
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$11,736
Asset value of US Government securities at end of year2011-06-30$95,933
Asset value of US Government securities at beginning of year2011-06-30$140,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$769,680
Net investment gain or loss from common/collective trusts2011-06-30$769,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,015,531
Employer contributions (assets) at end of year2011-06-30$225,289
Employer contributions (assets) at beginning of year2011-06-30$196,974
Income. Dividends from common stock2011-06-30$69,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,681,279
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$376,574
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$316,241
Contract administrator fees2011-06-30$7,250
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$4,129,809
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$3,023,252
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$5,031,162
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,971,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BEAN HUNT HARRIS & CO
Accountancy firm EIN2011-06-30263649864

Form 5500 Responses for CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2023: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Submission has been amendedNo
2023-07-01This submission is the final filingNo
2023-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-07-01Plan is a collectively bargained planNo
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – TrustYes
2023-07-01Plan benefit arrangement – InsuranceYes
2023-07-01Plan benefit arrangement - TrustYes
2022: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860766
Policy instance 2
Insurance contract or identification number860766
Number of Individuals Covered1205
Insurance policy start date2023-07-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2023-07-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860766
Policy instance 2
Insurance contract or identification number860766
Number of Individuals Covered1164
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860766
Policy instance 2
Insurance contract or identification number860766
Number of Individuals Covered1074
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Number of Individuals Covered2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39024
Policy instance 1
Insurance contract or identification number39024
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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