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PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN 401k Plan overview

Plan NamePATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN
Plan identification number 004

PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).
  • 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 CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01TERRY WELSH, M.D.2024-03-12

Plan Statistics for PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN

401k plan membership statisitcs for PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2025: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-263
Total number of particpants at end of year2025-03-263
2024: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-123
Total number of particpants at end of year2024-03-123

Financial Data on PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2025 : PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-260
Total liabilities as of the end of the plan year2025-03-260
Total liabilities as of the beginning of the plan year2025-03-260
Total expenses incurred by plan in this plan year2025-03-263016
Net assets as of the end of the plan year2025-03-26750080
Total assets as of the beginning of the plan year2025-03-26314017
Value of plan covered by a fidelity bond2025-03-26325000
Participant contributions to plan in this plan year2025-03-260
Other expenses paid from plan in this plan year2025-03-260
Other contributions to plan in this plan year2025-03-260
Other income to plan in this plan year2025-03-2629079
Plan net income in this plan year2025-03-26436063
Net assets as of the end of the plan year2025-03-26750080
Net assets as of the beginning of the plan year2025-03-26314017
Employer contributions to plan in this plan year2025-03-26410000
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-263016
2024 : PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION CASH BALANCE 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 year2024-03-12509
Net assets as of the end of the plan year2024-03-12314017
Total assets as of the beginning of the plan year2024-03-120
Value of plan covered by a fidelity bond2024-03-12325000
Participant contributions to plan in this plan year2024-03-120
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 year2024-03-127859
Plan net income in this plan year2024-03-12314017
Net assets as of the end of the plan year2024-03-12314017
Net assets as of the beginning of the plan year2024-03-120
Employer contributions to plan in this plan year2024-03-12306667
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-12509

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