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ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

ORANGE COAST WOMEN'S MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORANGE COAST WOMEN'S MEDICAL GROUP, INC.
Employer identification number (EIN):330647421
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BRIAN KOPEREK2022-09-12
0012020-01-01BRIAN KOPEREK2021-09-21
0012019-01-01BRIAN KOPEREK2020-10-14
0012018-01-01BRIAN KOPEREK2019-10-09
0012017-01-01
0012016-01-01BRIAN KOPEREK BRIAN KOPEREK2017-10-09
0012015-01-01BRIAN KOPEREK BRIAN KOPEREK2016-10-06
0012014-01-01BRIAN KOPEREK BRIAN KOPEREK2015-10-12
0012013-01-01BRIAN KOPEREK BRIAN KOPEREK2014-10-14
0012012-01-01BRIAN KOPEREK BRIAN KOPEREK2013-10-11
0012011-01-01BRIAN KOPEREK BRIAN KOPEREK2012-10-03
0012010-01-01BRIAN KOPEREK BRIAN KOPEREK2011-10-06

Plan Statistics for ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01116
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01121
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01154
Number of participants with account balances2017-01-01144
2016: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01141
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01125
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01121
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01113
Number of participants with account balances2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018

Financial Data on ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,184,485
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$652,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$571,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,649,516
Value of total assets at end of year2021-12-31$23,695,132
Value of total assets at beginning of year2021-12-31$20,163,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,565
Total interest from all sources2021-12-31$2,545
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$972,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$972,362
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$559,113
Participant contributions at end of year2021-12-31$149,244
Participant contributions at beginning of year2021-12-31$67,753
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$366,857
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,532,081
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,695,132
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,163,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,258,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,002,035
Income. Interest from loans (other than to participants)2021-12-31$2,545
Value of interest in common/collective trusts at end of year2021-12-31$563,863
Value of interest in common/collective trusts at beginning of year2021-12-31$585,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,560,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$723,546
Employer contributions (assets) at end of year2021-12-31$723,546
Employer contributions (assets) at beginning of year2021-12-31$508,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$567,770
Contract administrator fees2021-12-31$80,565
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm EIN2021-12-31952700123
2020 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,625,690
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,392,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,303,866
Value of total corrective distributions2020-12-31$3,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,232,221
Value of total assets at end of year2020-12-31$20,163,051
Value of total assets at beginning of year2020-12-31$17,930,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,668
Total interest from all sources2020-12-31$4,872
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$295,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$295,775
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$485,658
Participant contributions at end of year2020-12-31$67,753
Participant contributions at beginning of year2020-12-31$123,075
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$103,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,232,946
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,163,051
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,930,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,002,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,855,953
Interest on participant loans2020-12-31$4,137
Interest earned on other investments2020-12-31$735
Value of interest in common/collective trusts at end of year2020-12-31$585,154
Value of interest in common/collective trusts at beginning of year2020-12-31$438,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,707,016
Net investment gain/loss from pooled separate accounts2020-12-31$385,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$643,104
Employer contributions (assets) at end of year2020-12-31$508,109
Employer contributions (assets) at beginning of year2020-12-31$512,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,303,866
Contract administrator fees2020-12-31$85,668
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm EIN2020-12-31952700123
2019 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,336,818
Total income from all sources (including contributions)2019-12-31$4,336,818
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,702,141
Total of all expenses incurred2019-12-31$2,702,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,634,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,634,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,128,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,128,408
Value of total assets at end of year2019-12-31$17,930,105
Value of total assets at end of year2019-12-31$17,930,105
Value of total assets at beginning of year2019-12-31$16,295,428
Value of total assets at beginning of year2019-12-31$16,295,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,526
Total interest from all sources2019-12-31$7,481
Total interest from all sources2019-12-31$7,481
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$366,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$366,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$366,174
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$366,174
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$518,815
Contributions received from participants2019-12-31$518,815
Participant contributions at end of year2019-12-31$123,075
Participant contributions at end of year2019-12-31$123,075
Participant contributions at beginning of year2019-12-31$189,064
Participant contributions at beginning of year2019-12-31$189,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,634,677
Value of net income/loss2019-12-31$1,634,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,930,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,930,105
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,295,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,295,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,855,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,855,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,906,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,906,543
Interest on participant loans2019-12-31$7,481
Interest on participant loans2019-12-31$7,481
Value of interest in common/collective trusts at end of year2019-12-31$438,141
Value of interest in common/collective trusts at end of year2019-12-31$438,141
Value of interest in common/collective trusts at beginning of year2019-12-31$583,823
Value of interest in common/collective trusts at beginning of year2019-12-31$583,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,541,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,541,613
Net investment gain/loss from pooled separate accounts2019-12-31$293,142
Net investment gain/loss from pooled separate accounts2019-12-31$293,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$609,593
Contributions received in cash from employer2019-12-31$609,593
Employer contributions (assets) at end of year2019-12-31$512,936
Employer contributions (assets) at end of year2019-12-31$512,936
Employer contributions (assets) at beginning of year2019-12-31$615,998
Employer contributions (assets) at beginning of year2019-12-31$615,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,634,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,634,615
Contract administrator fees2019-12-31$67,526
Contract administrator fees2019-12-31$67,526
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm name2019-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm EIN2019-12-31952700123
Accountancy firm EIN2019-12-31952700123
2018 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$383,917
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,231,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,210,878
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,199,294
Value of total assets at end of year2018-12-31$16,295,428
Value of total assets at beginning of year2018-12-31$17,142,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,243
Total interest from all sources2018-12-31$12,035
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$309,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$309,408
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$546,692
Participant contributions at end of year2018-12-31$189,064
Participant contributions at beginning of year2018-12-31$138,420
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,651
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-847,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,295,428
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,142,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,906,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,292,888
Interest on participant loans2018-12-31$7,294
Interest earned on other investments2018-12-31$4,741
Value of interest in common/collective trusts at end of year2018-12-31$583,823
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,136,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$618,951
Employer contributions (assets) at end of year2018-12-31$615,998
Employer contributions (assets) at beginning of year2018-12-31$710,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,210,878
Contract administrator fees2018-12-31$20,243
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm EIN2018-12-31952700123
2017 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,029
Total income from all sources (including contributions)2017-12-31$3,601,209
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,841,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,835,014
Value of total corrective distributions2017-12-31$972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,267,379
Value of total assets at end of year2017-12-31$17,142,632
Value of total assets at beginning of year2017-12-31$15,384,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,500
Total interest from all sources2017-12-31$9,491
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$557,058
Participant contributions at end of year2017-12-31$138,420
Participant contributions at beginning of year2017-12-31$195,196
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$157
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$24,278
Administrative expenses (other) incurred2017-12-31$2,944
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$2,029
Total non interest bearing cash at end of year2017-12-31$1,003
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,759,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,142,632
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,382,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,556
Value of interest in pooled separate accounts at end of year2017-12-31$16,292,888
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,597,562
Interest on participant loans2017-12-31$9,491
Net investment gain or loss from common/collective trusts2017-12-31$2,300,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$710,321
Employer contributions (assets) at end of year2017-12-31$710,321
Employer contributions (assets) at beginning of year2017-12-31$592,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,835,014
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LANCE, SOLL, LUNGHARD, LLP
Accountancy firm EIN2017-12-31952700123
2016 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,052,753
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$121,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$115,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,130,455
Value of total assets at end of year2016-12-31$15,384,938
Value of total assets at beginning of year2016-12-31$13,451,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,646
Total interest from all sources2016-12-31$10,924
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$522,610
Participant contributions at end of year2016-12-31$195,196
Participant contributions at beginning of year2016-12-31$215,577
Participant contributions at end of year2016-12-31$157
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$7,920
Administrative expenses (other) incurred2016-12-31$2,746
Liabilities. Value of operating payables at end of year2016-12-31$2,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,931,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,382,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,451,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$800
Value of interest in pooled separate accounts at end of year2016-12-31$14,597,562
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,622,565
Interest on participant loans2016-12-31$10,924
Net investment gain/loss from pooled separate accounts2016-12-31$903,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$592,023
Employer contributions (assets) at end of year2016-12-31$592,023
Employer contributions (assets) at beginning of year2016-12-31$613,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$115,821
Contract administrator fees2016-12-31$2,100
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2016-12-31952771605
2015 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$968,661
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,523,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,510,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,106,282
Value of total assets at end of year2015-12-31$13,451,623
Value of total assets at beginning of year2015-12-31$14,006,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,974
Total interest from all sources2015-12-31$15,484
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$492,801
Participant contributions at end of year2015-12-31$215,577
Participant contributions at beginning of year2015-12-31$116,766
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$87
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$8,994
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-554,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,451,623
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,006,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,100
Value of interest in pooled separate accounts at end of year2015-12-31$12,622,565
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,192,413
Interest on participant loans2015-12-31$8,919
Interest earned on other investments2015-12-31$6,565
Net investment gain/loss from pooled separate accounts2015-12-31$-153,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$613,481
Employer contributions (assets) at end of year2015-12-31$613,481
Employer contributions (assets) at beginning of year2015-12-31$697,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,510,628
Contract administrator fees2015-12-31$880
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2015-12-31952771605
2014 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,763,738
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$225,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$210,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,183,850
Value of total assets at end of year2014-12-31$14,006,564
Value of total assets at beginning of year2014-12-31$12,468,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,040
Total interest from all sources2014-12-31$10,964
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$469,277
Participant contributions at end of year2014-12-31$116,766
Participant contributions at beginning of year2014-12-31$200,072
Participant contributions at end of year2014-12-31$87
Participant contributions at beginning of year2014-12-31$71
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$6,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,538,042
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,006,564
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,468,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$956
Value of interest in pooled separate accounts at end of year2014-12-31$13,192,413
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,723,266
Income. Interest from loans (other than to participants)2014-12-31$7,910
Interest earned on other investments2014-12-31$3,054
Net investment gain/loss from pooled separate accounts2014-12-31$568,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$697,298
Employer contributions (assets) at end of year2014-12-31$697,298
Employer contributions (assets) at beginning of year2014-12-31$538,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$210,656
Contract administrator fees2014-12-31$14,084
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2014-12-31952771605
2013 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,500,958
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$277,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$998,314
Value of total assets at end of year2013-12-31$12,468,522
Value of total assets at beginning of year2013-12-31$10,245,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,002
Total interest from all sources2013-12-31$10,155
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$459,216
Participant contributions at end of year2013-12-31$200,072
Participant contributions at beginning of year2013-12-31$178,987
Participant contributions at end of year2013-12-31$71
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$183
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$6,616
Total non interest bearing cash at beginning of year2013-12-31$3,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,223,146
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,468,522
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,245,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$852
Value of interest in pooled separate accounts at end of year2013-12-31$11,723,266
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,418,670
Interest on participant loans2013-12-31$10,155
Net investment gain/loss from pooled separate accounts2013-12-31$1,492,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$538,497
Employer contributions (assets) at end of year2013-12-31$538,497
Employer contributions (assets) at beginning of year2013-12-31$644,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,810
Contract administrator fees2013-12-31$2,150
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2013-12-31952771605
2012 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,220,125
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$87,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,241,740
Value of total assets at end of year2012-12-31$10,245,376
Value of total assets at beginning of year2012-12-31$8,112,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,194
Total interest from all sources2012-12-31$9,714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$439,327
Participant contributions at end of year2012-12-31$178,987
Participant contributions at beginning of year2012-12-31$203,445
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$158,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$574
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$3,466
Total non interest bearing cash at beginning of year2012-12-31$7,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,132,780
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,245,376
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,112,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$776
Value of interest in pooled separate accounts at end of year2012-12-31$9,418,670
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,352,813
Interest on participant loans2012-12-31$9,714
Net investment gain/loss from pooled separate accounts2012-12-31$968,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$644,070
Employer contributions (assets) at end of year2012-12-31$644,070
Employer contributions (assets) at beginning of year2012-12-31$548,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,151
Contract administrator fees2012-12-31$3,418
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2012-12-31952771605
2011 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$711,973
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$930,944
Value of total assets at end of year2011-12-31$8,112,596
Value of total assets at beginning of year2011-12-31$7,440,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,683
Total interest from all sources2011-12-31$10,209
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,400
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$382,208
Participant contributions at end of year2011-12-31$203,445
Participant contributions at beginning of year2011-12-31$235,585
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$574
Administrative expenses (other) incurred2011-12-31$670
Total non interest bearing cash at end of year2011-12-31$7,028
Total non interest bearing cash at beginning of year2011-12-31$19,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$671,971
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,112,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,440,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$7,352,813
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,694,553
Interest on participant loans2011-12-31$10,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-229,180
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$548,736
Employer contributions (assets) at end of year2011-12-31$548,736
Employer contributions (assets) at beginning of year2011-12-31$490,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,319
Contract administrator fees2011-12-31$8,613
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2011-12-31952771605
2010 : ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,339,504
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$120,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$112,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$793,728
Value of total assets at end of year2010-12-31$7,440,625
Value of total assets at beginning of year2010-12-31$6,221,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,537
Total interest from all sources2010-12-31$6,186
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$303,506
Participant contributions at end of year2010-12-31$235,585
Participant contributions at beginning of year2010-12-31$93,040
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$24,898
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,537
Total non interest bearing cash at end of year2010-12-31$19,692
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,218,670
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,440,625
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,221,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$6,694,553
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$6,186
Value of interest in common/collective trusts at beginning of year2010-12-31$5,632,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$19,235
Net investment gain or loss from common/collective trusts2010-12-31$520,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$490,222
Employer contributions (assets) at end of year2010-12-31$490,795
Employer contributions (assets) at beginning of year2010-12-31$471,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$112,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLS CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2010-12-31952771605

Form 5500 Responses for ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2021: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORANGE COAST WOMEN'S MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $525
Are there contracts with allocated funds for individual policies?0
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees525
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,825
Are there contracts with allocated funds for individual policies?0
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1850
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
Insurance broker nameACTUARIAL BENEFITS CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered130
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,533
Total amount of fees paid to insurance companyUSD $5,423
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $34,533
Amount paid for insurance broker fees108
Insurance broker organization code?7
Insurance broker nameELLS CPAS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered130
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,094
Total amount of fees paid to insurance companyUSD $20,340
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $31,094
Amount paid for insurance broker fees108
Insurance broker organization code?7
Additional information about fees paid to insurance brokerAUDIT
Insurance broker nameELLS CPAS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,662
Total amount of fees paid to insurance companyUSD $7,833
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $25,662
Amount paid for insurance broker fees110
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?7
Insurance broker nameSECURED RETIREMENT ADMIN. INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,341
Total amount of fees paid to insurance companyUSD $12,704
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $21,341
Amount paid for insurance broker fees116
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker organization code?7
Insurance broker nameSECURED RETIREMENT ADMIN. INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered115
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,763
Total amount of fees paid to insurance companyUSD $9,756
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGROUP ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99117
Policy instance 1
Insurance contract or identification number99117
Number of Individuals Covered115
Insurance policy start date2010-12-15
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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