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SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN
Plan identification number 002

SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

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

Company Name:SO. CA MEDICAL GASTROENTEROLOGY GROUP, INC.
Employer identification number (EIN):952880495
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2018-10-01
0022016-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2017-10-02
0022015-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2016-09-23
0022014-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2015-10-15
0022013-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2014-10-16
0022012-01-01MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT2013-10-15
0022011-01-01PARVIZ D. AFSHANI, TRUSTEE THOMAS L. KUN, PRESIDENT2012-10-15
0022010-01-01PARVIZ D. AFSHANI, TRUSTEE THOMAS L. KUN, PRESIDENT2011-09-01
0022009-01-01PARVIZ AFSHANI, TRUSTEE THOMAS L. KUN, PRESIDENT2010-06-30

Plan Statistics for SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2017: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0137
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0133
Total participants2017-01-0133
Number of participants with account balances2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0139
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0139
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0135
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0143
Total number of active participants reported on line 7a of the Form 55002010-01-0132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0139
Number of participants with account balances2010-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0143
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,951,294
Expenses. Total of all expenses incurred2017-12-31$419,925
Benefits paid (including direct rollovers)2017-12-31$419,900
Total plan assets at end of year2017-12-31$12,385,863
Total plan assets at beginning of year2017-12-31$10,854,494
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$25
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,755,011
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,531,369
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,385,863
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,854,494
Assets. Value of participant loans2017-12-31$103,288
Total contributions received or receivable from employer(s)2017-12-31$196,283
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,009,893
Expenses. Total of all expenses incurred2016-12-31$314,234
Benefits paid (including direct rollovers)2016-12-31$313,718
Total plan assets at end of year2016-12-31$10,854,494
Total plan assets at beginning of year2016-12-31$10,158,835
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$516
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$824,850
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$695,659
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,854,494
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,158,835
Assets. Value of participant loans2016-12-31$110,699
Total contributions received or receivable from employer(s)2016-12-31$185,043
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$194,326
Expenses. Total of all expenses incurred2015-12-31$242,211
Benefits paid (including direct rollovers)2015-12-31$242,000
Total plan assets at end of year2015-12-31$10,158,835
Total plan assets at beginning of year2015-12-31$10,206,720
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$211
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-53,097
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-47,885
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,158,835
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,206,720
Assets. Value of participant loans2015-12-31$94,924
Total contributions received or receivable from employer(s)2015-12-31$247,423
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$958,879
Expenses. Total of all expenses incurred2014-12-31$787,355
Benefits paid (including direct rollovers)2014-12-31$786,687
Total plan assets at end of year2014-12-31$10,206,720
Total plan assets at beginning of year2014-12-31$10,035,196
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$668
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$769,585
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$171,524
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,206,720
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,035,196
Assets. Value of participant loans2014-12-31$95,166
Total contributions received or receivable from employer(s)2014-12-31$189,294
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$4,033,361
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,068,894
Expenses. Total of all expenses incurred2013-12-31$1,731,151
Benefits paid (including direct rollovers)2013-12-31$1,730,752
Total plan assets at end of year2013-12-31$10,035,196
Total plan assets at beginning of year2013-12-31$6,664,092
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$399
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$850,771
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-662,257
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,035,196
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,664,092
Assets. Value of participant loans2013-12-31$28,446
Total contributions received or receivable from employer(s)2013-12-31$218,123
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$710,576
Expenses. Total of all expenses incurred2012-12-31$119,175
Benefits paid (including direct rollovers)2012-12-31$118,596
Total plan assets at end of year2012-12-31$6,664,092
Total plan assets at beginning of year2012-12-31$6,072,691
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$579
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$543,010
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$591,401
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,664,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,072,691
Assets. Value of participant loans2012-12-31$24,727
Total contributions received or receivable from employer(s)2012-12-31$167,566
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$316,687
Expenses. Total of all expenses incurred2011-12-31$289,425
Benefits paid (including direct rollovers)2011-12-31$288,880
Total plan assets at end of year2011-12-31$6,072,691
Total plan assets at beginning of year2011-12-31$6,045,429
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$545
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$156,300
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$27,262
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,072,691
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,045,429
Assets. Value of participant loans2011-12-31$28,439
Total contributions received or receivable from employer(s)2011-12-31$160,387
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$586,295
Expenses. Total of all expenses incurred2010-12-31$35,039
Benefits paid (including direct rollovers)2010-12-31$34,992
Total plan assets at end of year2010-12-31$6,045,429
Total plan assets at beginning of year2010-12-31$5,494,173
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$47
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$410,849
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$551,256
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,045,429
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,494,173
Assets. Value of participant loans2010-12-31$38,172
Total contributions received or receivable from employer(s)2010-12-31$175,446
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN

2017: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SO. CA MED. GASTRO. GROUP, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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