401k Plan data: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN plan

INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 401k Plan overview

Plan Name	INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN
Plan identification number	002

INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN Benefits

401k Plan Type

Defined 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).
Money purchase (other than target benefit)
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INTERNAL MEDICINE & GERIATRICS OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON

Employer identification number (EIN): 251120740

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 ROBERT MCNULTY
002 2023-01-01
002 2023-01-01 ROBERT MCNULTY
002 2022-01-01
002 2022-01-01 ROBERT MCNULTY
002 2021-01-01
002 2021-01-01 ROBERT MCNULTY
002 2020-01-01
002 2019-01-01
002 2017-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2018-10-12
002 2016-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2017-10-13
002 2015-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2016-10-12
002 2014-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2015-09-24
002 2013-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2014-10-09
002 2012-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2013-10-09
002 2011-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2012-09-24
002 2009-01-01 RICHARD M HAHN, MD RICHARD M HAHN, MD 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	ROBERT MCNULTY
002	2023-01-01
002	2023-01-01	ROBERT MCNULTY
002	2022-01-01
002	2022-01-01	ROBERT MCNULTY
002	2021-01-01
002	2021-01-01	ROBERT MCNULTY
002	2020-01-01
002	2019-01-01
002	2017-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2018-10-12
002	2016-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2017-10-13
002	2015-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2016-10-12
002	2014-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2015-09-24
002	2013-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2014-10-09
002	2012-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2013-10-09
002	2011-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2012-09-24
002	2009-01-01	RICHARD M HAHN, MD	RICHARD M HAHN, MD	2010-10-07

Plan Statistics for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

401k plan membership statisitcs for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Measure Date Value
2023: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2023: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

Measure	Date	Value
2023 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$615,997
Expenses. Total of all expenses incurred	2023-12-31	$41,764
Total plan assets at end of year	2023-12-31	$3,750,625
Total plan assets at beginning of year	2023-12-31	$3,176,392
Value of fidelity bond covering the plan	2023-12-31	$380,000
Total contributions received or receivable from participants	2023-12-31	$35,869
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$523,916
Net income (gross income less expenses)	2023-12-31	$574,233
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,750,625
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,176,392
Total contributions received or receivable from employer(s)	2023-12-31	$56,212
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$41,764
2022 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-477,494
Expenses. Total of all expenses incurred	2022-12-31	$40,981
Total plan assets at end of year	2022-12-31	$3,176,392
Total plan assets at beginning of year	2022-12-31	$3,694,867
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$54,000
Other income received	2022-12-31	$-599,875
Net income (gross income less expenses)	2022-12-31	$-518,475
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,176,392
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,694,867
Total contributions received or receivable from employer(s)	2022-12-31	$68,381
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$40,981
2021 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$492,441
Expenses. Total of all expenses incurred	2021-12-31	$43,469
Total plan assets at end of year	2021-12-31	$3,694,867
Total plan assets at beginning of year	2021-12-31	$3,245,895
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$39,272
Other income received	2021-12-31	$400,352
Net income (gross income less expenses)	2021-12-31	$448,972
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,694,867
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,245,895
Total contributions received or receivable from employer(s)	2021-12-31	$52,817
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$43,469
2020 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$404,447
Expenses. Total of all expenses incurred	2020-12-31	$126,597
Benefits paid (including direct rollovers)	2020-12-31	$95,000
Total plan assets at end of year	2020-12-31	$3,245,895
Total plan assets at beginning of year	2020-12-31	$2,968,045
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$281,976
Net income (gross income less expenses)	2020-12-31	$277,850
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,245,895
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,968,045
Total contributions received or receivable from employer(s)	2020-12-31	$70,471
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$31,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$631,862
Expenses. Total of all expenses incurred	2019-12-31	$691,969
Benefits paid (including direct rollovers)	2019-12-31	$663,556
Total plan assets at end of year	2019-12-31	$2,968,045
Total plan assets at beginning of year	2019-12-31	$3,028,152
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$525,755
Net income (gross income less expenses)	2019-12-31	$-60,107
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,968,045
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,028,152
Total contributions received or receivable from employer(s)	2019-12-31	$106,107
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$106,107
Amount contributed by the employer to the plan for this plan year	2019-12-31	$106,107
2018 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-45,612
Expenses. Total of all expenses incurred	2018-12-31	$1,231,064
Benefits paid (including direct rollovers)	2018-12-31	$1,200,636
Total plan assets at end of year	2018-12-31	$3,028,152
Total plan assets at beginning of year	2018-12-31	$4,304,828
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$618
Other income received	2018-12-31	$-153,005
Net income (gross income less expenses)	2018-12-31	$-1,276,676
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,028,152
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,304,828
Total contributions received or receivable from employer(s)	2018-12-31	$107,393
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,810
2017 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$638,885
Expenses. Total of all expenses incurred	2017-12-31	$52,089
Benefits paid (including direct rollovers)	2017-12-31	$26,323
Total plan assets at end of year	2017-12-31	$4,304,828
Total plan assets at beginning of year	2017-12-31	$3,718,032
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$252
Other income received	2017-12-31	$526,721
Net income (gross income less expenses)	2017-12-31	$586,796
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,304,828
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,718,032
Total contributions received or receivable from employer(s)	2017-12-31	$112,164
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25,514
2016 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$374,823
Expenses. Total of all expenses incurred	2016-12-31	$90,876
Benefits paid (including direct rollovers)	2016-12-31	$69,848
Total plan assets at end of year	2016-12-31	$3,718,032
Total plan assets at beginning of year	2016-12-31	$3,434,085
Value of fidelity bond covering the plan	2016-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$115
Other income received	2016-12-31	$257,910
Net income (gross income less expenses)	2016-12-31	$283,947
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,718,032
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,434,085
Total contributions received or receivable from employer(s)	2016-12-31	$116,913
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20,913
2015 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$63,368
Expenses. Total of all expenses incurred	2015-12-31	$42,733
Benefits paid (including direct rollovers)	2015-12-31	$22,500
Total plan assets at end of year	2015-12-31	$3,434,085
Total plan assets at beginning of year	2015-12-31	$3,413,450
Value of fidelity bond covering the plan	2015-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$93
Other income received	2015-12-31	$-53,102
Net income (gross income less expenses)	2015-12-31	$20,635
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,434,085
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,413,450
Total contributions received or receivable from employer(s)	2015-12-31	$116,470
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,140
2014 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$304,527
Expenses. Total of all expenses incurred	2014-12-31	$97,756
Benefits paid (including direct rollovers)	2014-12-31	$76,890
Total plan assets at end of year	2014-12-31	$3,413,450
Total plan assets at beginning of year	2014-12-31	$3,206,679
Value of fidelity bond covering the plan	2014-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$245
Other income received	2014-12-31	$195,119
Net income (gross income less expenses)	2014-12-31	$206,771
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,413,450
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,206,679
Total contributions received or receivable from employer(s)	2014-12-31	$109,408
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,621
2013 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$532,685
Expenses. Total of all expenses incurred	2013-12-31	$215,418
Benefits paid (including direct rollovers)	2013-12-31	$200,000
Total plan assets at end of year	2013-12-31	$3,206,679
Total plan assets at beginning of year	2013-12-31	$2,889,412
Value of fidelity bond covering the plan	2013-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$282
Other income received	2013-12-31	$421,397
Net income (gross income less expenses)	2013-12-31	$317,267
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,206,679
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,889,412
Total contributions received or receivable from employer(s)	2013-12-31	$111,288
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,136
2012 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$349,334
Expenses. Total of all expenses incurred	2012-12-31	$13,212
Total plan assets at end of year	2012-12-31	$2,889,412
Total plan assets at beginning of year	2012-12-31	$2,553,290
Expenses. Other expenses not covered elsewhere	2012-12-31	$219
Other income received	2012-12-31	$252,670
Net income (gross income less expenses)	2012-12-31	$336,122
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,889,412
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,553,290
Total contributions received or receivable from employer(s)	2012-12-31	$96,664
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,993
2011 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$146,914
Expenses. Total of all expenses incurred	2011-12-31	$145,182
Benefits paid (including direct rollovers)	2011-12-31	$133,166
Total plan assets at end of year	2011-12-31	$2,553,290
Total plan assets at beginning of year	2011-12-31	$2,551,558
Expenses. Other expenses not covered elsewhere	2011-12-31	$196
Other income received	2011-12-31	$53,348
Net income (gross income less expenses)	2011-12-31	$1,732
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,553,290
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,551,558
Total contributions received or receivable from employer(s)	2011-12-31	$93,566
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,820
2010 : INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$312,859
Expenses. Total of all expenses incurred	2010-12-31	$8,006
Total plan assets at end of year	2010-12-31	$2,551,558
Total plan assets at beginning of year	2010-12-31	$2,246,705
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,006
Other income received	2010-12-31	$218,430
Net income (gross income less expenses)	2010-12-31	$304,853
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,551,558
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,246,705
Total contributions received or receivable from employer(s)	2010-12-31	$94,429

Form 5500 Responses for INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN

2023: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNAL MEDICINE & GERIATRICS OF WASHINGTON 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

145247

Policy instance

Insurance contract or identification number	145247
Number of Individuals Covered	7
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $1,750
Total amount of fees paid to insurance company	USD $135
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

145247

Policy instance

Insurance contract or identification number	145247
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,713
Total amount of fees paid to insurance company	USD $132
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

145247

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

145247

Policy instance