401k Plan data: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN plan

SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

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. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT 2014-10-16
003 2012-01-01 MARC H. HARWITT, TRUSTEE THOMAS L. KUN, PRESIDENT 2013-10-14
003 2011-01-01 PARVIZ D. AFSHANI, TRUSTEE THOMAS L. KUN, PRESIDENT 2012-10-15
003 2009-01-01 PARVIZ AFSHANI THOMAS KUN 2010-06-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	MARC H. HARWITT, TRUSTEE	THOMAS L. KUN, PRESIDENT	2014-10-16
003	2012-01-01	MARC H. HARWITT, TRUSTEE	THOMAS L. KUN, PRESIDENT	2013-10-14
003	2011-01-01	PARVIZ D. AFSHANI, TRUSTEE	THOMAS L. KUN, PRESIDENT	2012-10-15
003	2009-01-01	PARVIZ AFSHANI	THOMAS KUN	2010-06-30

Plan Statistics for SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-4,033,361
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$593,298
Expenses. Total of all expenses incurred	2013-12-31	$1,101,367
Benefits paid (including direct rollovers)	2013-12-31	$1,101,088
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$4,541,430
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$279
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$593,298
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-508,069
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,541,430
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$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 securities	2013-12-31	$0
2012 : SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$636,190
Expenses. Total of all expenses incurred	2012-12-31	$6,591
Benefits paid (including direct rollovers)	2012-12-31	$6,212
Total plan assets at end of year	2012-12-31	$4,541,430
Total plan assets at beginning of year	2012-12-31	$3,911,831
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$379
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$356,190
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$629,599
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,541,430
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,911,831
Assets. Value of participant loans	2012-12-31	$16,219
Total contributions received or receivable from employer(s)	2012-12-31	$280,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$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 securities	2012-12-31	$0
2011 : SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$557,119
Expenses. Total of all expenses incurred	2011-12-31	$7,373
Benefits paid (including direct rollovers)	2011-12-31	$7,056
Total plan assets at end of year	2011-12-31	$3,911,831
Total plan assets at beginning of year	2011-12-31	$3,362,085
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$317
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$91,094
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$549,746
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,911,831
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,362,085
Assets. Value of participant loans	2011-12-31	$16,575
Total contributions received or receivable from employer(s)	2011-12-31	$466,025
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$886,424
Expenses. Total of all expenses incurred	2010-12-31	$8,153
Benefits paid (including direct rollovers)	2010-12-31	$8,132
Total plan assets at end of year	2010-12-31	$3,362,085
Total plan assets at beginning of year	2010-12-31	$2,483,814
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$21
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$186,436
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$878,271
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,362,085
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,483,814
Assets. Value of participant loans	2010-12-31	$17,322
Total contributions received or receivable from employer(s)	2010-12-31	$699,988
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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 securities	2010-12-31	$0
2009 : SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN

2013: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SO. CA MED. GASTRO. GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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