401k Plan data: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN plan

SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN
Plan identification number	001

SAN DIEGO PODIATRY GROUP PROFIT SHARING 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).
Profit-sharing
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.
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.
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.

401k Sponsoring company profile

SAN DIEGO PODIATRY GROUP has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO PODIATRY GROUP

Employer identification number (EIN): 330442826

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DONALD GREEN, DPM DONALD GREEN, DPM 2013-06-13
001 2011-01-01 DONALD GREEN, DPM DONALD GREEN, DPM 2012-10-12
001 2010-01-01 DONALD R. GREEN 2011-08-22 DONALD R. GREEN 2011-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DONALD GREEN, DPM		DONALD GREEN, DPM	2013-06-13
001	2011-01-01	DONALD GREEN, DPM		DONALD GREEN, DPM	2012-10-12
001	2010-01-01	DONALD R. GREEN	2011-08-22	DONALD R. GREEN	2011-08-22

Plan Statistics for SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN

Measure Date Value
2016: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 4
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SAN DIEGO PODIATRY GROUP PROFIT SHARING 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 6
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 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 11
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	4
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SAN DIEGO PODIATRY GROUP PROFIT SHARING 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	6
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	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	11
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN

Measure	Date	Value
2016 : SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$420,766
Expenses. Total of all expenses incurred	2016-12-31	$2,909,610
Benefits paid (including direct rollovers)	2016-12-31	$2,909,610
Total plan assets at end of year	2016-12-31	$1,941,806
Total plan assets at beginning of year	2016-12-31	$4,430,650
Value of fidelity bond covering the plan	2016-12-31	$1,075,805
Other income received	2016-12-31	$298,755
Net income (gross income less expenses)	2016-12-31	$-2,488,844
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,941,806
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,430,650
Total contributions received or receivable from employer(s)	2016-12-31	$122,011
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$1,123,797
2015 : SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$190,027
Expenses. Total of all expenses incurred	2015-12-31	$108,026
Benefits paid (including direct rollovers)	2015-12-31	$108,000
Total plan assets at end of year	2015-12-31	$4,430,650
Total plan assets at beginning of year	2015-12-31	$4,348,649
Value of fidelity bond covering the plan	2015-12-31	$1,075,805
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$24,569
Net income (gross income less expenses)	2015-12-31	$82,001
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,430,650
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,348,649
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1,111,716
Total contributions received or receivable from employer(s)	2015-12-31	$165,458
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$26
2014 : SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$425,802
Expenses. Total of all expenses incurred	2014-12-31	$22
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,348,649
Total plan assets at beginning of year	2014-12-31	$3,922,869
Value of fidelity bond covering the plan	2014-12-31	$1,075,805
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$301,106
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$425,780
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,348,649
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,922,869
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,075,805
Total contributions received or receivable from employer(s)	2014-12-31	$124,696
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$22
2013 : SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$353,225
Expenses. Total of all expenses incurred	2013-12-31	$121,983
Benefits paid (including direct rollovers)	2013-12-31	$121,982
Total plan assets at end of year	2013-12-31	$3,922,869
Total plan assets at beginning of year	2013-12-31	$3,691,627
Value of fidelity bond covering the plan	2013-12-31	$860,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$219,608
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$231,242
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,922,869
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,691,627
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$995,166
Total contributions received or receivable from employer(s)	2013-12-31	$133,617
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	$1
2012 : SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$398,382
Expenses. Total of all expenses incurred	2012-12-31	$2
Total plan assets at end of year	2012-12-31	$3,691,627
Total plan assets at beginning of year	2012-12-31	$3,293,247
Value of fidelity bond covering the plan	2012-12-31	$860,000
Other income received	2012-12-31	$263,922
Net income (gross income less expenses)	2012-12-31	$398,380
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,691,627
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,293,247
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$859,652
Total contributions received or receivable from employer(s)	2012-12-31	$134,460
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2
2011 : SAN DIEGO PODIATRY GROUP PROFIT SHARING 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	$199,410
Expenses. Total of all expenses incurred	2011-12-31	$13,837
Benefits paid (including direct rollovers)	2011-12-31	$13,810
Total plan assets at end of year	2011-12-31	$3,293,247
Total plan assets at beginning of year	2011-12-31	$3,107,674
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$87,617
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$185,573
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,293,247
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,107,674
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$796,436
Total contributions received or receivable from employer(s)	2011-12-31	$111,793
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	$27

Form 5500 Responses for SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN

2016: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAN DIEGO PODIATRY GROUP
Employer identification number (EIN):	330442826
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists