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SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 002

SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS
Employer identification number (EIN):330380898
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022019-01-01
0022018-01-01GEORGINA GUIZAR
0022018-01-01
0022017-01-01GEORGINA GUIZARZ
0022016-01-01ELEENA REDONDO
0022015-01-01ELEENA REDONDO
0022014-01-01KATHY GOUGH

Plan Statistics for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-019
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 participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$733,529
Expenses. Total of all expenses incurred2019-12-31$35,605
Benefits paid (including direct rollovers)2019-12-31$35,330
Total plan assets at end of year2019-12-31$3,733,641
Total plan assets at beginning of year2019-12-31$3,035,717
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$53,137
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$662,668
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$697,924
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,733,641
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,035,717
Assets. Value of participant loans2019-12-31$607
Total contributions received or receivable from employer(s)2019-12-31$17,724
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$275
2018 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-90,604
Expenses. Total of all expenses incurred2018-12-31$468,789
Benefits paid (including direct rollovers)2018-12-31$461,417
Total plan assets at end of year2018-12-31$3,035,717
Total plan assets at beginning of year2018-12-31$3,595,110
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$43,919
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-165,148
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-559,393
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,035,717
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,595,110
Assets. Value of participant loans2018-12-31$737
Total contributions received or receivable from employer(s)2018-12-31$30,625
Value of certain deemed distributions of participant loans2018-12-31$6,804
Value of corrective distributions2018-12-31$230
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$338
2017 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) 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$661,021
Expenses. Total of all expenses incurred2017-12-31$396,117
Benefits paid (including direct rollovers)2017-12-31$395,398
Total plan assets at end of year2017-12-31$3,595,110
Total plan assets at beginning of year2017-12-31$3,330,206
Value of fidelity bond covering the plan2017-12-31$350,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$83,402
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$543,432
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$264,904
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,595,110
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,330,206
Assets. Value of participant loans2017-12-31$7,867
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$34,187
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$719
2016 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) 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$386,542
Expenses. Total of all expenses incurred2016-12-31$87,329
Benefits paid (including direct rollovers)2016-12-31$86,660
Total plan assets at end of year2016-12-31$3,330,206
Total plan assets at beginning of year2016-12-31$3,030,993
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$92,217
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$257,607
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$299,213
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,330,206
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,030,993
Assets. Value of participant loans2016-12-31$10,392
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$36,718
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$669
2015 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) 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$67,564
Expenses. Total of all expenses incurred2015-12-31$50,884
Benefits paid (including direct rollovers)2015-12-31$44,365
Total plan assets at end of year2015-12-31$3,030,993
Total plan assets at beginning of year2015-12-31$3,014,313
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$92,028
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-61,505
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$16,680
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,030,993
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,014,313
Assets. Value of participant loans2015-12-31$3,153
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$37,041
Value of certain deemed distributions of participant loans2015-12-31$5,781
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$738
2014 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) 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$1,403,170
Expenses. Total of all expenses incurred2014-12-31$28,207
Benefits paid (including direct rollovers)2014-12-31$27,524
Total plan assets at end of year2014-12-31$3,014,313
Total plan assets at beginning of year2014-12-31$1,639,350
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$90,430
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$1,149,066
Other income received2014-12-31$163,674
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,374,963
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,014,313
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,639,350
Assets. Value of participant loans2014-12-31$17,142
Total contributions received or receivable from employer(s)2014-12-31$0
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$683

Form 5500 Responses for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2019: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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