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PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 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.
  • 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

PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION
Employer identification number (EIN):208407634
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRY WELSH, M.D.2024-03-12
0012022-01-01TERRY WELSH, M.D.2023-03-07
0012021-01-01TERRY WELSH, M.D.2022-04-15
0012020-01-01TERRY WELSH, M.D.2021-03-24
0012019-01-01TERRY WELSH, M.D.2020-03-19
0012018-01-01JAKLYN MCCLENDON, M.D.2019-05-02
0012017-01-01JAKLYN MCCLENDON, M.D.2018-03-30
0012016-01-01JAKLYN MCCLENDON, M.D.2017-06-23
0012015-01-01JAKLYN MCCLENDON, M.D.2016-06-14
0012014-01-01JAKLYN MCCLENDON, M.D.2015-04-08
0012013-01-01JAKLYN MCCLENDON, M.D.2014-08-06 JAKLYN MCCLENDON, M.D.2014-08-06
0012012-01-01JAKLYN MCCLENDON2013-04-29 JAKLYN MCCLENDON2013-04-29
0012011-01-01JAKLYN MCCLENDON2012-06-27
0012010-01-01JAKLYN MCCLENDON2011-08-10

Plan Statistics for PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-273
Total number of particpants at end of year2025-03-275
Number of Participants With Account Balances2025-03-275
2024: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-123
Total number of particpants at end of year2024-03-123
Number of Participants With Account Balances2024-03-123
2022: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-153
Total number of particpants at end of year2022-04-153
Number of Participants With Account Balances2022-04-153

Financial Data on PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-270
Total liabilities as of the beginning of the plan year2025-03-270
Total expenses incurred by plan in this plan year2025-03-2725769
Net assets as of the end of the plan year2025-03-274243332
Total assets as of the beginning of the plan year2025-03-273683105
Value of plan covered by a fidelity bond2025-03-27368311
Participant contributions to plan in this plan year2025-03-2794500
Other expenses paid from plan in this plan year2025-03-270
Other contributions to plan in this plan year2025-03-270
Other income to plan in this plan year2025-03-27440474
Plan net income in this plan year2025-03-27560227
Net assets as of the end of the plan year2025-03-274243332
Net assets as of the beginning of the plan year2025-03-273683105
Employer contributions to plan in this plan year2025-03-2751022
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2725769
2024 : PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-120
Total liabilities as of the end of the plan year2024-03-120
Total liabilities as of the beginning of the plan year2024-03-120
Total expenses incurred by plan in this plan year2024-03-1222273
Net assets as of the end of the plan year2024-03-123683105
Total assets as of the beginning of the plan year2024-03-123243795
Value of plan covered by a fidelity bond2024-03-12325000
Participant contributions to plan in this plan year2024-03-1282500
Other expenses paid from plan in this plan year2024-03-120
Other contributions to plan in this plan year2024-03-120
Other income to plan in this plan year2024-03-12332583
Plan net income in this plan year2024-03-12439310
Net assets as of the end of the plan year2024-03-123683105
Net assets as of the beginning of the plan year2024-03-123243795
Employer contributions to plan in this plan year2024-03-1246500
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1222273
2022 : PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-150
Total liabilities as of the end of the plan year2022-04-150
Total liabilities as of the beginning of the plan year2022-04-150
Total expenses incurred by plan in this plan year2022-04-1516326
Net assets as of the end of the plan year2022-04-152784216
Total assets as of the beginning of the plan year2022-04-152359890
Value of plan covered by a fidelity bond2022-04-15250000
Participant contributions to plan in this plan year2022-04-1571500
Other expenses paid from plan in this plan year2022-04-150
Other contributions to plan in this plan year2022-04-150
Other income to plan in this plan year2022-04-15328502
Plan net income in this plan year2022-04-15424326
Net assets as of the end of the plan year2022-04-152784216
Net assets as of the beginning of the plan year2022-04-152359890
Employer contributions to plan in this plan year2022-04-1540650
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-1516326

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